NEW YORK–With new budgets for 2026, numerous solutions providers have introduced new offerings, while credit unions have also announced a number of new solutions in which they have invested. Below is the first in a three-part series as part of the CU Daily’s CU Shopper coverage that reveals where both vendors and credit unions are making investments.
Meridian CU Selects Personetics for Digital Advice Offering
NEW YORK— Personetics said it was chosen by Meridian Credit Union to launch a new digital advice experience aimed at improving members’ financial confidence.
The updated experience, called OnYourWay, uses AI-powered features from the Personetics platform to deliver personalized insights, proactive alerts and money management tools within Meridian’s mobile banking app. The experience is now live, the company said.
Meridian Credit Union is among the first financial institutions to deploy Personetics’ next-generation user interface framework, designed to provide a consistent experience across mobile and desktop channels.
“Supporting the financial wellness of our Members is at the heart of Meridian’s mission,” said Matthew Seagrim, Meridian’s chief digital and marketing officer.
According to Personetics, the new experience enables members to:
• Track their income and expenses with intuitive charts illustrating monthly fluctuations
• Gain insight into monthly spending with categorized breakdowns
• Receive alerts when subscriptions or bills rise, and track total subscription spending
• Set budgets for each spend category, such as groceries, travel, and entertainment
• Establish savings goals for vacations, major purchases, or other aspirations, with consistent progress tracking
• Receive alerts for potential duplicate transfers or payments
• For small business owners, enjoy dedicated financial insights and trackers for business accounts.
Delfi, CFO Consulting Partners in New Collaboration
NEW YORK— Delfi and CFO Consulting Partners announced a collaboration aimed at helping banks and credit unions strengthen balance sheets and improve financial decision-making amid economic uncertainty.
The partnership combines Delfi’s AI-driven risk analytics platform with CFO Consulting Partners’ financial advisory expertise to support capital management, interest-rate risk and long-term performance, the companies said.
The joint offering includes:
• Exclusive discounted pricing on Delfi Overwatch, a cutting-edge AI-native balance sheet platform offering actionable strategies
• Up to five hours of tailored financial advice from CFOCP’s senior team
• Optional extended support in areas like data governance, FP&A, operational processes, and ALM strategy at discounted rates
“Financial leaders have to make smart decisions faster than ever,” said Eric Segal, managing director of CFO Consulting Partners.
Delfi CEO Daniel Ahn said the collaboration expands access to advanced risk management tools while adding hands-on support for institutions seeking deeper guidance.
The companies said the partnership is designed to help financial institutions navigate complexity and build more resilient balance sheets.
Ohio CU League Subsidiary Navatros Partners With Accolade Advisory
COLUMBUS, Ohio— Navatros, a subsidiary of the Ohio Credit Union League, said it has partnered with Accolade Advisory to help credit unions strengthen balance sheets and improve financial resilience.
The partnership will provide credit unions with expanded access to investment, pricing and risk management guidance, the organizations said.
“Credit unions set themselves apart with their commitment to exceptional member service,” said Melissa Carmen of Navatros.
Accolade Advisory is a credit union-owned CUSO specializing in balance-sheet consulting and financial analytics. CEO JD Pisula said the partnership aligns with the cooperative mission of the industry.
First Close Reaches Agreement With Stewart Lender Services
AUSTIN, Texas— FirstClose, a tech provider of data and workflow solutions for mortgage and home equity lenders, has entered into a new partnership with Stewart Lender Services, a division of Stewart Information Services Corporation that it said enhances FirstClose’s Order Management System (OMS) with expanded home equity fulfillment capabilities.
The company said the partnership integrates Stewart’s home equity title, valuation and closing services directly into FirstClose OMS, allowing lenders to streamline ordering and fulfillment in a single workflow. The companies said the integration is designed to reduce manual steps, speed loan decisioning and improve borrower experiences.
“Our home equity fulfillment solutions are designed to help lenders move with speed and confidence,” said Beth Fowler, president of Stewart Lender Services.
Stewart’s offerings within FirstClose OMS include property data, title insurance, valuation products and an errors and omissions policy covering home equity loans. The company also provides automated title decisioning tools and a streamlined curative process aimed at faster eligibility checks and quicker clear-to-close outcomes.
FirstClose CEO Tedd Smith said the partnership gives lenders broader access to integrated home equity solutions while helping manage risk and shorten cycle times.
Lenders can also access Stewart Valuation Intelligence services, including desktop and field appraisals, AVMs, hybrid inspections and analytics. Integrated signing and closing options include mobile notary, remote online notarization and in-person electronic notarization, the company said.
Numerous Credit Unions Select Vertice AI
ATHENS, Ga.— Vertice AI said it has signed its 50th client for its solutions that use artificial intelligence to strengthen consumer relationships.
New clients include Unitus Community Credit Union, GHS Federal Credit Union and Truliant Federal Credit Union, the company said. Vertice AI said its platform helps financial institutions analyze consumer behavior, forecast financial needs and personalize member interactions.
“Adopting Vertice AI is starting a new chapter in how we leverage data to serve our members,” said Char Sears, chief growth officer of Unitus.
The company’s growth follows recent product launches, including Vertice AGENT, an interactive copilot that received Best of Show honors at FinovateFall 2025. Vertice also introduced Vertice ACQUIRE and Vertice COMPOSE, which support prospect identification and AI-assisted outreach.
GHS Federal Credit Union CEO Chad Williams said the partnership supports the credit union’s goal of becoming more data-driven.
Vertice AI also expanded its integration ecosystem through Jack Henry’s Vendor Integration Program and partnerships with Filene Research Institute and Vizo Financial Corporate Credit Union, the company said.
Report Suggests Traditional Sentiment Metrics Fail to ID Some Risks
CENTERVILLE, Ohio— Support EXP said a new executive insight report suggests traditional sentiment metrics may fail to identify early loyalty risks in today’s digital financial environment.
The report, The CX Turning Point, draws on behavioral data from more than 150,000 customer interactions across multiple financial institutions. EXP said the analysis shows that rising customer effort often signals instability before changes appear in measures such as Net Promoter Score.
“Loyalty didn’t disappear. Our visibility into it did,” said Rhonda Sheets, founder and CEO of Support EXP.
The company said key findings include:
- Ease — not sentiment — more often aligns with early loyalty stability
Higher ease of doing business frequently corresponded with more stable likelihood-to-refer outcomes. - High NPS cannot consistently buffer the effects of friction
Willingness-to-refer often declined when effort increased, regardless of sentiment. - Younger customers react faster — and more sharply — to friction
Customers under 45 showed steeper gains with ease and sharper declines with friction.
