Lending Track

During these current times of limited lending capability, Credit Unions have an opportunity to focus on developing their lower credit tier members so that they will be eligible to receive loans when liquidity returns.
Overview: 
How to help members find goals that matter to them 
Path to products to have a long planning horizon

• Path to mortgage
• Path to debt consolidation
• Path to auto refinance 

How to leverage core data to identify member’s current needs and predict future needs
Removing the need to pre-qual by layer in financial education and member-centric experiences