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The AI-powered growth engine for Credit Unions
The OptiFlow Platform
Surface upsell and cross-sell opportunities with an AI-powered analysis of member cash flow.
Measure your share of wallet with a 360-degree view of your members' finances (for members using FlowWise).
Track the improvements in your members’ cash flow and financial wellness.
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.
Deliver upsell and cross-sell messages to your members, personalized for 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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