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NACUSO Marketplace Provider

Organization Name: Connect Financial Software Solutions
NACUSO Membership: Standard
Year Formed: 2007
Description of Your Services: A New Approach to Digital Banking!  Connect Financial Software Solutions is a CUSO that provides customized digital banking solutions exclusively for credit unions, without the price tag of a custom application. Services include * Digital Banking (Online Banking, Mobile Banking) * Bill Pay * Document Center With Secure Forms * Online/Mobile Account Opening * Online/Mobile Lending Application * Programming and Consulting.
Services You Provide:
IT Services:Home BankingMobile Banking
Operational Services:Online Account OpeningInternet Lending Applications
Payments:Bill Payment
Why should a credit union use your services?: We are dedicated to the credit union mission and partnering with you to create an excellent digital member experience that differentiates your credit union. Our innovative technology enables the development of a digital experience tailored to your membership’s unique needs. No cookie-cutter limitations. Connect offers Digital Banking Your Way, based on your credit union’s UX vision. We also believe in Integration Without Frustration. Connect currently supports over 150 third-party integrations with traditional and fintech companies. Clients are encouraged to choose the third-party applications they want to add; Connect is always happy to establish new integrations if you want a third-party that we don’t already interface with. We play nice with other vendors. You'll find that Connect is truly a collaborative partner that strives to help each credit union achieve its specific objectives. Let's talk!
Number of Credit Union Customers: 65
Percentage of Users/Customers that are Credit Unions: 100
Are You a CUSO?: Yes
Are there investment opportunities for credit unions?: Yes
Describe Your Business Model:Fee for services.Cost containment through economies of scale.Other (please describe)
Business Model Other: We enable cost-sharing opportunities for credit unions who have the similar development goals.
Are you currently seeking additional users/customers?: Yes
Do you offer discounts or other benefits for NACUSO Members?: Yes
Contact Information:Kelly WarfelVP of
Additional Information:

Connect is owned by multiple credit unions, and we welcome additional investors.

We have always put our clients in the driver’s seat when it comes to product evolution:

  • Our Client Advisory Council plays an important role in prioritizing projects for ongoing general product evolution.
  • Our Innovation Group, which contains our most forward-thinking clients, influences the development of new services to further expand the capabilities of the digital banking platform, and in doing so, is instrumental in guiding the annual product roadmap.

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