Tools members love to use.
Every app is built for credit unions, integrated into your website, and owned or leased by you. That means no third-party websites or members leaving your site.
Financial Calculators
Auto loans, mortgages, savings, CDs, retirement — 10 calculators that help members run the numbers before they apply. Embedded on any page, styled to your brand.
Calculator detailsAppSecure Forms
Secure online forms for membership applications, loan requests, and fair-lending disclosures. Server-side validation, encrypted submissions, built-in approval steps, and a full audit trail.
AppSecure detailsProduct Advisors
Guided quizzes that help members find the right checking account, loan, or credit card. Members answer a few questions, get a recommendation, and link straight to the application.
Product Advisor detailsADA Compliance
Accessibility widget that lets members adjust font size, contrast, spacing, and more. Pairs with our manual WCAG 2.1 AA compliance testing on every site we build.
ADA Compliance detailsMember Reviews
Collect and display member reviews directly on your website. Moderated by your team, displayed where they matter — product pages, the homepage, and landing pages.
Member Reviews detailsAI Chatbot
Answers member questions 24/7 using your own site content — rates, branch hours, product terms, FAQs. Hands off to staff when the conversation needs a person.
AI Chatbot detailsBranchLocator
Interactive branch and ATM map with directions, hours, services per location, and CO-OP shared branching network integration. Members find the nearest branch in seconds.
BranchLocator detailsFinancial Goals Engine
Interactive goal-setting tool that helps members visualize savings targets — emergency fund, vacation, down payment. Connects intent to the right savings product on your site.
Account Switch Kit
Step-by-step guided workflow that walks new members through switching their primary accounts — direct deposit, automatic payments, bill pay — from their old bank to your credit union.
Member Eligibility Widget
A guided quiz checks potential members' employer (SEG) status, county charter residence, or household eligibility against your field of membership, then sends applicants to your membership app. That lowers abandonment and reduces repetitive eligibility questions to your call center.
Appointment Scheduler
Members can schedule branch visits directly from your website: location, purpose of the appointment, and preferred slot. Staff receive confirmed bookings with context ahead of arrival, instead of juggling callbacks just to nail down availability.
Education Hub
Combines articles, budgeting guidance, fraud-awareness content, webinar recordings, and licensed financial education modules in one branded hub. Members research before they apply, and service teams answer fewer duplicate "where do I find this?" requests.
Members don't browse. They come to do something.
Check a rate. Find a branch. Apply for a loan. Calculate a payment. Open an account. Every app we offer is designed around a specific action a member is trying to complete.
When those tools work well and live on your website — not behind a third-party redirect — members stay longer, apply more often, and trust the process.
Financial calculators
AI chatbot support
Third-party redirects
Member satisfaction
Put these apps on your credit union website
Every app integrates directly with your site. Talk to us about which ones fit your credit union.
