Unlocking Member Growth: Vizo Financial's New Member GROWTH Solution Powered by Vertice AI

Is your credit union tapping into the full potential of existing data? Is your credit union using data to set strategy and gauge your membership and product potential? Through Vizo Financials’ partnership with Vertice AI, this is now possible.

Vizo Financial and Vertice AI have partnered together to empower member credit unions to accelerate their journey in advanced analytics and AI with a rapidly deployable member growth solution, offering unique terms and pricing only available through Vizo Financial.

In today’s competitive landscape, this partnership democratizes access to advanced analytics and AI, allowing credit unions of all sizes to deliver the personalized member experiences increasingly expected in the industry. With Vertice AI, credit unions can strengthen their market position, build lasting member relationships and foster sustainable growth — positioning them well for a future where data-driven engagement is key.

This blog is part of a three-part series exploring Vizo Financial and Vertice AI’s partnership, the solution available to members and the benefits of adopting.  Today’s blog will explore the Vertice AI Solution and the advantages it can unlock for your credit union, particularly in enhancing growth through data-driven insights and targeted member engagement.

Solution Overview

Vertice AI offers a cutting-edge solution specifically designed to help credit unions make the most of their existing data to grow member economic participation. By utilizing your existing member data in conjunction with advanced analytics and artificial intelligence, Vertice AI develops a single view of each member and offers predictions about products and services they may be looking for. Put simply, Vertice AI determines who is most likely to need what and when.

Vertice AI allows credit unions to benefit from growth insights, actionable analytics and personalized member engagement without building, expanding or overloading costly in-house data science teams. Additionally, the Vertice AI solution options offered through this partnership are designed to meet your credit union where you are on your advanced analytics and AI journey. This flexibility allows credit unions of all sizes to scale features and investment over time while experiencing and measuring the value Vertice AI provides.

Solution Advantages

Vertice AI offers credit unions a powerful – and purpose-built – solution to understand their membership and unlock data-driven member growth. With over 70 metrics on demographics, product relationships and financial behaviors, the platform provides a comprehensive view of individual members and collective insights into the membership base. Vertice AI’s proprietary scoring system quantifies each member’s economic participation, considering factors such as product ownership, tenure, total assets, interactions and potential value. By analyzing these insights, Vertice AI enables credit unions to create highly personalized engagement strategies that align with members' unique financial journeys, effectively identifying growth opportunities and fostering stronger member relationships.

To provide credit unions with more details about the partnership between Vizo Financial and Vertice AI, as well as the ins and outs of the service, Vizo Financial will be hosting a webinar on November 19, 2024, at 2:00 p.m. ET. Register today for this informative webinar!


Content provided by Vertice AI