PLANO, Texas–Here is a synopsis of some of the latest product and service offerings being introduced by vendors, along with a look at what some CUs are buying, as part of the CU Daily’s CU Shopper series.
Alkami Launches New Digital Sales & Service Platform
PLANO, Texas— Alkami Technology has launched a Digital Sales & Service Platform that the company said unifies account opening, digital banking and data-driven marketing into a single system for financial institutions.
Alkami said the platform is designed to streamline the account holder journey from onboarding through long-term engagement.
Key capabilities, according to Alkami:
- Integrated account opening and digital banking enrollment
- Automated product and service package assignment based on KYC data
- In-platform account activation and onboarding workflows
- Embedded account opening via MANTL technology
The company said the platform reduces friction between account origination and activation, helping institutions improve early digital engagement and coordination across internal teams.
The Enhancements
Enhancements include:
- Immediate digital banking registration after account opening
- Guided enrollment in high-value services
- Brand customization tools for a consistent digital experience
Alkami said its Data & Marketing Solution enables institutions to use transaction data and behavioral insights to drive more personalized engagement and long-term growth.
The company noted increasing demand for unified platforms, adding that adoption of its combined capabilities has grown significantly among financial institutions seeking to connect acquisition, engagement and expansion strategies.
Primeway FCU to Implement Vine’s AI Commercial Lending Platform
HOUSTON— PrimeWay Federal Credit Union will implement Vine’s AI-powered commercial lending platform as part of a strategy to improve efficiency and expand its business lending operations.
Vine said its platform automates key steps in the commercial lending process, which has traditionally relied on manual workflows.
Capabilities, according to Vine:
- Automated document reading and data extraction
- Financial spreading and analysis
- Document generation and workflow automation
The company said the platform is designed to reduce errors, accelerate loan decisions and free up lenders to focus on relationship-building with business members.
PrimeWay Federal Credit Union said the technology will support faster and more consistent decision-making while maintaining service quality.
Vine said its solution addresses inefficiencies that can slow commercial lending, enabling financial institutions to improve turnaround times and operational performance.
The partnership reflects what Vine described as a broader industry shift toward using AI to enhance commercial lending capabilities.
ALM First Introduces Loan Fund Investment Pilot Program
DALLAS— ALM First has launched a loan fund investment pilot program that allows credit unions to pool capital to purchase loans from other institutions, which the company said is a new model for balance sheet management.
ALM First said the program enables participating credit unions to share underwriting and operational costs while improving liquidity and investment options.
Program features, according to ALM First:
- Pooled funding for purchasing consumer loans
- Transparent pricing for buyers and sellers
- Investment in loans with maturities under 10 years
The company said the structure provides sellers with enhanced liquidity while offering buyers an efficient way to deploy excess cash.
Participation is limited to 30 qualifying credit unions, with a cap of 50% of net worth invested in the fund.
ALM First said the program, which received NCUA approval, is designed to address evolving industry needs and provide scalable solutions for credit unions.
SWIVEL Announces Correlation Connector
SAN ANTONIO— SWIVEL, a subsidiary of SWBC, has launched the Corelation Connector, a new integration that connects its AutoPilot payment platform with the KeyStone core processing system.
SWIVEL said the integration allows credit unions to manage loan and share payments directly within their core system.
Capabilities, according to SWIVEL:
- Initiation and management of payments for the KeyStone system
- Elimination of platform switching for live agents
The company said the connector is designed to improve operational efficiency and provide a faster, more intuitive experience for staff and members.
SWIVEL added that the integration reduces friction in payment processing and enhances reliability across channels.
The solution builds on SWIVEL’s broader payments platform, which the company said supports secure transactions across online, mobile, in-person and point-of-sale environments.
White Paper from Tapp Engine Examines Digital Investing, Member Expectations
QUINCY, Mass.— A new white paper from Tapp Engine examines how digital investing is reshaping member expectations and creating new challenges for credit unions.
Tapp Engine said the report highlights significant outflows of member assets to external investment platforms due to limited in-house digital wealth offerings.
Key findings, according to Tapp Engine:
- One credit union identified $48 million in annual outflows
- Approximately 53,000 transactions moved to external platforms
- 80% of members expressed interest in personalized financial guidance
The report outlines digital wealth capabilities credit unions may need to retain relationships, including:
- Self-directed brokerage accounts
- Robo-advisory services
- Fractional share investing
- Integrated digital account opening
Tapp Engine said the findings underscore the importance of offering integrated investment solutions to maintain deposits and deepen member relationships.
The report also points to an estimated $84 trillion intergenerational wealth transfer through 2045, which the company said increases the urgency for credit unions to build investment relationships earlier in the member lifecycle.
Alkami Introduces Code Studio to Speed Software Development
PLANO, Texas— Alkami Technology has introduced Alkami Code Studio, an AI-powered development tool that the company said is designed to accelerate software development on its platform.
Currently in beta, the tool was unveiled at Alkami Co:lab 2026 as part of the company’s broader investment in artificial intelligence.
Key features, according to Alkami:
- AI-assisted creation, validation and deployment of SDK components
- Integration with the SDK Wizard and One-Click deployment tools
- Secure development environment using closed-loop large language models
Alkami said Code Studio is designed to generate standards-aligned components while maintaining governance, security and compliance requirements.
The company added that the tool enables developers to build and deploy solutions more quickly while ensuring that customer data remains secure within its infrastructure.
Open Architecture
Code Studio is part of Alkami’s open architecture strategy, which the company said aims to help financial institutions innovate faster and deliver more personalized digital experiences.
The solution is being developed in collaboration with financial institution clients and is expected to become more broadly available following the beta program.
