WAYZATA,Minn.–In part two of the latest update as part of the CU Daily’s CU Shopper series on what’s new in the market and what credit unions are buying, here are new CRM initiatives, ATM management changes, leasing program updates, and more. Part I can be found here.
Great Lakes Credit Union Selects Nook for Data, CRM Integration Initiative
WAYZATA, Minn. — Great Lakes Credit Union has selected Nook, a credit union service organization and HubSpot solutions partner, to support data integration and customer relationship management enhancements as part of an effort to build a more connected and scalable operating model, according to the companies.
The credit union has already implemented HubSpot and is now focused on improving how data, systems and teams work together across the organization.
Under the agreement, Nook will provide automated core system integration and a data architecture framework through its Data Connector platform. The companies said the architecture operates within the credit union’s secure environment, eliminating the need for third-party middleware and reducing data exposure risks.
According to the companies, the project is expected to improve data reliability, reduce manual reconciliation work and strengthen capabilities related to member segmentation, automation and engagement reporting.
Nook CEO Austin Wentzlaff said many credit unions are seeking engagement infrastructure that better connects data and operations rather than relying solely on marketing tools.
Patrick Basler, chief experience officer at Great Lakes Credit Union, said the credit union wanted to build on its HubSpot investment while creating stronger organizational alignment. He said Nook’s understanding of the credit union environment and its approach to secure integration helped drive the decision.
The organizations said the partnership reflects a broader industry trend toward improving the operational effectiveness of CRM platforms and reducing fragmentation across teams.
Quinte Expands CaseHUB Platform With Automation, Workflow Enhancements
NEW YORK — Quinte Financial Technologies has introduced significant enhancements to its CaseHUB enterprise case management platform, including expanded automation capabilities, increased configurability and a redesigned user interface aimed at helping financial institutions manage disputes more efficiently, according to the company.
The company said the updated platform combines workflow orchestration, policy-controlled automation and artificial intelligence-supported decisioning tools designed to reduce workloads, accelerate dispute resolution and improve operational scalability.
New features allow institutions to modify business rules, automation triggers and workflows through low-code and no-code tools, while the redesigned interface is intended to improve efficiency and reduce manual processing.
Quinte President Sriram Natarajan said financial institutions face growing regulatory and operational pressure as dispute volumes rise, yet many continue to rely on manual review processes for low-risk cases.
According to Quinte, disputes involving less than $25 can account for nearly 40% of total dispute volume at some institutions. The company said automating these lower-complexity cases can free analysts to focus on fraud investigations and higher-risk reviews.
CaseHUB supports disputes, fraud investigations, complaints, estate claims, trust account management and other compliance-sensitive workflows.
Quinte said the platform centralizes case activity into a single architecture with embedded controls, audit trails and workflow governance, helping institutions improve consistency while maintaining compliance standards.
Brown-Forman Employees CU Reports Improved ATM Performance After Vendor Change
HOUSTON — Brown-Forman Employees Credit Union has selected Dolphin Debit to manage its ATM network after experiencing service and reliability issues with a previous provider, according to the organizations.
The Louisville-based credit union, which serves employees of Brown-Forman Corp. and operates two ATMs, said dependable cash access is critical because it maintains a single branch location.
Erin Walter, manager and president of the credit union, said the institution’s previous ATM management provider offered poor customer service and operated outdated machines that frequently experienced outages.
After evaluating alternatives, the credit union selected Dolphin Debit, a company Walter said she was familiar with through industry conferences.
Since making the change, Walter said the credit union has experienced substantially improved customer service, modernized equipment and significantly less downtime. She said the improved performance has enhanced member access to cash and increased member satisfaction.
The credit union is now considering adding a third ATM near Lexington, Kentucky, where Brown-Forman maintains operations.
Joe Woods, senior vice president of marketing and partnerships at Dolphin Debit, said credit unions do not need to accept high levels of ATM downtime and poor service from vendors.
The organizations said the partnership demonstrates the importance of ATM reliability and service quality in maintaining member access and satisfaction.
ProBridge Launches AI Labs Sandbox for Credit Unions
TAMPA, Fla. — ProBridge, a subsidiary of Trellance Cooperative Holdings, has launched AI Labs, a sandbox environment designed to allow credit unions to develop, test and scale artificial intelligence applications while maintaining regulatory compliance and operational controls, according to the company.
The solution was introduced during the EDGE26 conference and is available to both current and prospective ProBridge clients.
According to ProBridge, AI Labs provides a controlled environment where credit unions can experiment with AI technologies without exposing production systems to risk. The company said the platform includes documented guardrails aligned with National Credit Union Administration guidance, the Gramm-Leach-Bliley Act and internal risk management frameworks.
ProBridge said the offering is intended to help credit unions explore AI opportunities while addressing regulatory, security and governance requirements.
The company described AI Labs as part of a broader effort to help financial institutions safely adopt emerging technologies and accelerate innovation.
Additional details regarding product capabilities and future enhancements are expected as the platform is rolled out to participating credit unions.
Payfinia Expands Instant Payments Platform to RTP Network
PORTLAND, Ore. — Payfinia has completed integration with The Clearing House’s RTP network, expanding its Instant Payment Xchange platform to support both major U.S. instant payment rails, according to the company.
The move extends the platform’s reach beyond the Federal Reserve’s FedNow Service and allows community financial institutions to access both networks through a single integration.
Payfinia said the platform provides unified fraud controls and payment orchestration capabilities across RTP and FedNow, helping institutions reduce onboarding complexity and operational costs.
The company plans to introduce a Payments Control Module that will allow financial institutions to automatically route payments based on configurable business rules. The feature is expected to support supplier payments, insurance disbursements, auto dealer payments and earned wage access transactions.
Payfinia also plans to expand its QR-code payment workflow to the RTP network and launch peer-to-peer payment capabilities in late 2026.
CEO Keith Riddle said the RTP integration completes the company’s multi-rail payments foundation and enables broader embedded payment services for community financial institutions.
The company reported that nearly 30 community financial institutions have adopted the platform since its launch in November 2024, with Star One Credit Union, Credit Union of Colorado and Patelco Credit Union among the first users of RTP capabilities.
MSUFCU Expands Student Lending Offerings Through RevlTek Partnership
EAST LANSING, Mich. — MSU Federal Credit Union and its affiliated brands have launched new education lending products through a partnership with RevlTek, expanding financing options for students and alumni nationwide, according to the organizations.
The rollout includes Oakland University Credit Union and the digital brands AlumniFi and Collegiate, all of which are now integrated with RevlTek’s Colleging marketplace platform.
According to the companies, the platform connects borrowers with a network of private student loan products designed for higher education students and graduates.
Sara Dolan, chief financial officer for the MSUFCU family of brands, said the partnership expands access to competitive financing options while supporting members at key stages of their educational and financial journeys.
RevlTek CEO Tim Kulesha said the collaboration combines the company’s education lending expertise with MSUFCU’s member-focused approach to create financing solutions tailored to students and alumni.
The organizations said the initiative reflects MSUFCU’s strategy of leveraging fintech partnerships to enhance digital services while maintaining consistent access to financial products across all of its brands.
The credit union said the new offerings emphasize transparency, affordability and flexibility for borrowers pursuing educational goals.
Fusion Auto Finance Reports Record Growth in Credit Union Leasing Program
BEDFORD, Texas — Fusion Auto Finance said its CU Xpress Lease program achieved its strongest month on record in April, posting a 115% increase in booked leases compared with April 2025.
The company reported that lease volume for the first four months of 2026 increased 68% compared with the same period a year earlier.
Robert O’Hara, director of credit union relations for GrooveCar, Fusion Auto Finance’s sales and marketing division, said consumers are increasingly turning to leasing as they contend with higher vehicle prices, elevated interest rates and growing levels of negative equity.
According to the company, the leasing portfolio maintained strong credit quality, with an average credit score of 782, an average loan-to-value ratio of 97%, an average lease amount of $43,362 and an average lease term of 38 months.
Fusion Auto Finance said leasing can help consumers manage negative equity through lower monthly payments, shorter financing terms and opportunities to reset equity positions at lease maturity.
The company noted that nearly one-third of vehicle trade-ins now carry negative equity, with balances often exceeding $7,000.
CU Xpress Lease provides credit unions with indirect lending and auto leasing services and guarantees 100% of residual value at lease end, according to the company.
CME Federal Credit Union Uses Conductiv to Strengthen Fraud Detection
NEW YORK — CME Federal Credit Union has enhanced its ability to detect fraud and identify hidden lending risks through the use of Conductiv’s real-time data orchestration platform, according to the companies.
The organizations said Conductiv has helped the credit union identify high-risk lending scenarios and potential document tampering before loans were funded, reducing potential losses and improving visibility into borrower risk.
Kirk Heiser, consumer underwriting manager at CME Federal Credit Union, said the platform provides additional insight into applications that might otherwise appear low risk using traditional underwriting methods.
According to Conductiv, the technology integrates real-time, permissioned consumer financial data into existing lending workflows, helping institutions identify inconsistencies and risk indicators earlier in the application process.
Conductiv CEO Gopal Swamy said stronger lending decisions require greater visibility into borrower behavior and financial activity.
The company said the partnership reflects a broader trend among financial institutions seeking to supplement traditional credit information with real-time financial data to improve underwriting accuracy and risk management.
Conductiv said its platform is designed to strengthen fraud detection and underwriting confidence while minimizing disruption to existing lending processes.
TransUnion Expands TruIQ Capabilities for Prescreen Credit Marketing
SAN FRANCISCO — TransUnion has expanded its TruIQ Data Enrichment offering on the Snowflake AI Data Cloud to support prescreen credit marketing campaigns, according to the company.
The enhancement allows customers to access, link and activate TransUnion credit data directly within Snowflake environments, enabling institutions to move from analytics to marketing execution without transferring data between systems.
TransUnion announced the expansion during Snowflake Summit 2026.
Mohamed Abdelsadek, chief global solutions officer at TransUnion, said the new capabilities allow organizations to build, personalize and measure prescreen campaigns more quickly while maintaining governance controls.
According to the company, the platform can reduce campaign activation timelines from weeks or months to just days. The solution supports audience segmentation, offer personalization, campaign measurement and customer re-engagement efforts.
Snowflake Senior Vice President Amy Kodl said native applications running within Snowflake allow customers to act on data more quickly and securely.
TransUnion reported that a top-10 U.S. bank reduced data access times by 93% using the platform, while other clients significantly shortened analytics and campaign preparation processes.
The company said the enhancements build on existing uses that include credit risk modeling, fair lending analysis and lost-sales analysis.
Reset Raises $6 Million Seed Round Led by Credit Union Investors
MENLO PARK, Calif. — Earned wage access fintech Reset has raised $6 million in seed funding, bringing its total capital raised to more than $8 million, according to the company.
The funding round was led largely by credit union customers and strategic partners, including Georgia’s Own Credit Union, InTouch Credit Union, Chartway Credit Union, VyStar Credit Union, One Washington Financial, Curql, Navari and the Bankers Helping Bankers Fund.
Reset said it plans to use the proceeds to expand sales and implementation capabilities, enhance product development and accelerate deployments.
CEO and co-founder Matt Dicou said the participation of credit unions in the funding round demonstrates industry confidence in the company’s earned wage access model.
Reset’s platform enables members to access earned wages through credit union-issued payment cards and is designed to strengthen direct deposit relationships and increase interchange revenue.
According to company data, users of the platform increased deposits by an average of 27%, maintained checking balances 36% higher than before adoption and generated 20% more credit interchange revenue for participating institutions.
The company said it has signed multiple multi-year agreements with credit unions and recently participated in the Filene Research Institute’s FiLab program, where it is piloting services with six credit unions representing 1.2 million members and $17 billion in assets.
Reset said the platform is intended to help credit unions compete more effectively with neobanks offering earned wage access services.
