Member 360 — sized for a credit union IT team, not a big-bank program.
Your members expect bank-grade digital. Your IT team is five people. Your core is KeyStone or Symitar.
Four problems we hear from credit union CIOs and COOs.
Fragmented member view
Deposits, lending, cards, and digital sit in different screens.
Service desk under pressure
Call volume is up, self-service is thin, and deflection never made it past a static FAQ.
Stalled digital onboarding
Account opening, loan apps, and member onboarding have too many manual handoffs — abandonment is real.
Big-SI budgets don't fit
Transformation proposals come back sized for a Top-25 bank.
AI-powered Agentforce solutions for member service, onboarding, and lending operations.
Empower member-facing teams with secure, NCUA-aware AI agents that automate routine interactions, accelerate loan servicing, and deliver personalized experiences while maintaining governance, compliance, and data security.
Member 360 Service Agent
Provide instant, policy-driven support for deposits, loans, credit cards, digital banking, and account services using a unified member profile.
Digital Onboarding Agent
Streamline membership applications with identity verification, eligibility validation, account opening, and funding workflows for a frictionless experience.
Loan Servicing & Hardship Agent
Automate payment reminders, hardship assistance, delinquency outreach, and loan servicing while maintaining compliant member communications.
NCUA, CFPB & BSA/AML Compliance — built into every solution, not added later.
We design secure, compliant financial technology solutions for credit unions and financial institutions by embedding regulatory, security, and governance requirements into every workflow, integration, and customer experience.
NCUA Compliance
Federal Credit Union Act governance, examination-ready documentation, regulatory controls, and audit support.
Field of Membership
Eligibility verification, membership validation, and servicing workflows aligned with NCUA Field of Membership requirements.
BSA / AML / KYC
AML monitoring, sanctions screening, Know Your Customer (KYC), PEP checks, and Enhanced Due Diligence (EDD).
CFPB Regulations
Compliance with Regulations E, F, Z, and B, supporting fair and transparent consumer financial services.
GLBA Privacy
Protect member information with GLBA-compliant privacy controls, safeguards, and secure data management.
FFIEC Guidance
Cybersecurity, cloud governance, operational resilience, and third-party risk management.
NCUA Cybersecurity
Information security programs, incident notification, and compliance with 12 CFR Part 748 requirements.
State Credit Union Regulations
Solutions designed with awareness of state-chartered credit union supervisory and regulatory requirements.
Four layers. One accountable partner. Built for modern credit unions.
A secure, member-centric architecture that unifies core banking, lending, payments, and member engagement through trusted data, enterprise integrations, and AI-powered automation.
AI & Agent Layer
AI-powered assistants for member support, onboarding, loan servicing, intelligent recommendations, fraud detection, and employee productivity.
Application Layer
Member servicing, lending, contact centers, relationship management, and personalized digital experiences on Salesforce.
Integration Layer
Secure API integrations connecting core banking, payment networks, shared branching, lending systems, and card processors.
Data Layer
Governed member, account, loan, transaction, payment, and channel data powering analytics, compliance, reporting, and AI.
Four reasons CU leaders pick us over big-bank SIs.
Right-sized scope and pricing
Smaller-footprint FSC builds, pre-configured NCUA-aware data models.
We know Symitar, KeyStone, and DNA
Integration accelerators for the cores credit unions actually run — plus shared-branching and card-processor patterns.
Member-first delivery discipline
Every agent is scoped for member voice and escalation clarity.
Summit-level Salesforce, CU-level pace
You get top-tier FSC depth and Agentforce expertise — without the delivery cadence.
Trusted by Global Technology Leaders
Delivering cloud, data, AI, and digital transformation solutions through strategic partnerships and proven execution.
- Salesforce Summit Consulting Partner
- 1,000+ Customer Success Stories
- 200+ Salesforce Certified Experts
- 100+ Industry Accelerators
- Claude Partner Network
- Claude-powered agents in production across regulated industries
- 40+ enterprise Agentforce deployments grounded on Claude
- Teqfocus runs on Claude — we are our own first client
- AWS Advanced Consulting Partner
- 150+ Active AWS Engagements
- 50+ Skilled Practitioners & Cloud Engineers
- Data & Analytics Competency + 6 Designations
- Snowflake Services Partner
- Expertise in Data Lake to Snowflake
- 50+ Customers across key industries
- 20+ SnowPro Certified Experts
Demo the Home Health Agentforce accelerator.
45 minutes. Your real workflow. Four agents. No slides.
What credit union leaders ask us.
Which credit union cores have you integrated?
Corelation KeyStone, Jack Henry Symitar (Episys), and Fiserv DNA. We use MuleSoft accelerators to integrate member, account, loan, shared-branching, card processing, and digital banking systems through secure APIs.
Can you support a credit union with a small IT team?
Yes. We regularly work with credit unions that have lean IT teams. Our approach focuses on streamlined Financial Services Cloud implementations, minimal customization, clear governance, and managed services that complement your existing staff.
How do you support NCUA compliance?
We design solutions with NCUA requirements in mind by providing data lineage, role-based access controls, audit trails, change management documentation, and security practices aligned with 12 CFR Part 748 and cybersecurity expectations.
Do you support CUSO and shared branching?
Yes. We build secure architectures for CUSOs and shared branching that enable data sharing and collaboration while maintaining strict member data isolation and regulatory compliance.
How quickly can we see results?
Typical delivery timelines include:
Member 360 implementation: 8–14 weeks
Agentforce deployment in an existing Financial Services Cloud environment: 6–10 weeks
Our implementation approach emphasizes rapid delivery and measurable business outcomes.
