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The AI-powered financial wellness engine for Credit Unions
The OptiFlow Platform
Identify your struggling members
Track the improvements in your members’ cash flow and financial wellness.
Personalize offerings with an AI-powered analysis of member cash flow.
FlowWise
Improve your member’s financial wellness with the AI-powered coach that delivers education and behavior change cues.
Increase member engagement with this highly interactive chat-based coaching tool.
Personalize product messages to your members, based on their financial goals.
FlowLine
Expand your credit offerings with cash flow-based underwriting layered onto your traditional underwriting.
Improve member satisfaction and loss rate with AI-powered dynamic repayments that match the monthly payment schedule to the member’s cash flow.
Perfect for debt consolidation and credit card offerings.
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