WealthTech Showcase - Credit Union WealthTech Connect

Collaboration between Credit Unions, WealthTech, InsurTech, and FinTech organizations is critical in ensuring we are able to provide solutions for the next generation of members who are seeking easy access wealth management tools.

A select group of 10 will be invited to demonstrate their solutions that address critical credit union WealthTech or InsurTech challenges and opportunities.

Deadline to apply is May 30, 2026

Primary contacts will be notified of the status of their submission via email by July 31, 2026.

Organizations selected will showcase their WealthTech or InsurTech solution at CU WealthTech Connect.

Older adults lose over $37 billion annually to fraud and financial errors, while 45 million Americans are involved in managing an aging loved one’s finances. Carefull is the only financial safety platform built specifically to protect credit unions and their older members from the rising threats of scams, fraud, and money mistakes—including romance scams, “pig butchering” schemes, and other forms of financial exploitation.

Carefull uses AI-powered monitoring, real-time alerts, and proactive fraud prevention to catch subtle signs of risk before they escalate. Through family engagement and advanced protections, credit unions can safeguard their most vulnerable and valuable members, reduce financial losses, increase deposits, and build long-term, multi-generational relationships.

Debbie is the first points-based rewards platform designed to encourage and celebrate good financial behavior—empowering the 99% to build long-term wealth. Users earn points for making on-time payments, saving money, and paying off debt.

With over 100,000 users and thousands more joining monthly, Debbie connects credit unions with a diverse audience of financially motivated Millennial and Gen-Z consumers. Participating credit unions—including LFCU, CFCU, and UFCU—are seeing between 100 to 1,000 new member applications per month through the Debbie network.

Beyond member acquisition, the platform drives stronger engagement with existing members by rewarding positive financial behavior. Participating CUs report 2x deposit growth, a 35% reduction in delinquencies, and increased brand affinity. Debbie is built to scale—offering immediate value with zero integration required.

Today, 53% of Americans prefer to invest with their trusted financial institution. Yet, if credit unions don’t offer accessible investment options, members will look elsewhere. Platforms like Robinhood, Betterment, and Acorns aren’t just competing for deposits—they’re competing for the entire member relationship. Once members start investing with third-party platforms, they are quickly targeted with offers for high-yield savings accounts, credit cards, and more, increasing the risk of attrition.

We will discuss key questions: Should digital investing be part of every credit union’s offering? How do members want to invest, and what products are they looking for? How can credit unions attract and retain first-time investors? What’s the impact of digital investing on Member conversion, engagement & retention, Deposits, and Revenue

Eko enables credit unions to offer digital investing directly on their existing banking platforms through a fully integrated, white-label solution making investing accessible to all members—not just the top 1%.

Attendees will learn how Goalsetter, an award-winning financial technology platform, is helping credit unions engage members of all ages in building lasting financial wellness. Designed with generational relevance in mind, Goalsetter combines digital tools, interactive education, and community-based initiatives into a single solution that strengthens member relationships while preparing the next generation for financial success.

We will showcase how credit unions can leverage Goalsetter to go beyond transactions and deliver meaningful impact through experiences that make money skills engaging and memorable, and through partnerships that extend financial learning into schools, nonprofits, and neighborhoods. By the end, attendees will see how Goalsetter empowers credit unions to connect digital innovation with community purpose, positioning them as leaders in advancing financial health and generational wealth for every member they serve.

At its core, OneDigitalTrust transforms a traditionally complex and attorney-dependent process into an intuitive, online experience that produces legally valid estate planning documents—wills, trusts, powers of attorney, and more—while maintaining full compliance with state regulations across all 50 states and D.C.

Designed with enterprise flexibility in mind, OneDigitalTrust is a white-labeled, cloud-based platform that integrates easily into the tech stacks of credit unions, financial advisors, and other financial institutions. It meets the expectations of modern digital engagement while ensuring scalable and secure service delivery.

The platform architecture prioritizes ease of use, multilingual accessibility, mobile optimization, and secure document storage—making it accessible to a wide range of users. Real-time data visibility also allows institutions to track engagement, monitor client progress, and identify deeper planning opportunities.

In a fintech landscape dominated by AI and automation, Penny is a powerful reminder that true wealth technology demands more than just algorithms. Penny combines data, personalization, and financial literacy to deliver a radically human, scalable experience that empowers both financial institutions and the communities they serve.

Unlike traditional wealth platforms focused solely on automation or investment tools, Penny’s mission is to bring meaningful, accessible financial planning into the daily lives of everyday Americans—especially through the trusted institutions that serve them.

Through Penny’s digital platform, members and customers receive guided, personalized experiences designed to build confidence, improve decision-making, and strengthen relationships with their credit union or bank. It’s not just tech—it’s tech that puts people first.

Remynt is transforming debt recovery by putting financial wellness at the center of its mission. As a digital collections partner for credit unions, we use an omnichannel approach combined with embedded financial literacy to empower individuals to regain control of their finances. Leveraging AI, flexible self-repayment options, credit rebuilding, and personal financial management tools, we not only help credit unions recover more but also guide members toward lasting financial resilience and well-being.

Remynt offers credit unions a powerful, digital-first debt recovery solution focused on later-stage delinquencies and charge-offs, Remynt provides innovative tools such as flexible self-cure repayment plans and options tailored to each credit union. We provide an outsourced solution that underpins the mission of CUs, enabling them to redeploy staff to areas where they can make the greatest impact.

Silvur ensures that ALL members have a plan for retirement, not just the 2-3% currently served by wealth management. Silvur’s platform engages and supports members over 50 with a focus on helping members navigate critical retirement decisions including Medicare and Social Security. Silvur makes it easy to help them.

Silvur three pronged approach– Education, Data and Medicare Insurance- allows credit unions to build a full funnel experience from education through to purchase. Silvur helps you capture and retain direct deposit relationships, uncovers hundreds of millions in new deposit and wealth opportunities, and reduces direct deposit attrition and asset flight. Silvur unlocks the full retirement wallet. Partners like MSUFCU have seen a 2X multiplier of Medicare Insurance revenue from referrals generated by the Silvur platform. Join credit unions like ICCU, MSUFCU, ITCU, MIsson Fed and WSECU as they support the 99% of members who retire.

The members you have today are not the members you will have tomorrow. If you’re not digital, if you’re not thinking AI, if you’re not thinking mobile for your wealth management strategy—you need to rethink your strategy. Millions of Americans want to invest but feel shut out. What are you doing to meet them where they are? Traditional wealth management does not meet the needs of the growing population of digital-first adopters who are going to be managing the great transfer of wealth of an estimated $120+ trillion dollars. Those are funds that could flow out of your financial institution.

People want to guide their own wealth journey with customized tools, a safe space to practice, learn, and grow their own personal investment portfolios. At TAPP Engine, we are focused on helping bridge the gap between traditional wealth management, curated learning using generative adaptation, practice trading to learn without fear or risk, and digital advice that meets people where they are in life through fractional share investing on your credit union’s mobile and online banking platforms. Our goal is to help turn credit unions into modern investing hubs that are top of mind for their members and future members.

True Link offers a family banking solution designed to help credit union members safely manage finances across life stages. Whether your member is supporting a teen opening their first account, managing finances for a child with a disability, or assisting an aging parent, True Link meets them where they are. Our core offering is a prepaid card with configurable controls, alerts, and proactive fraud prevention. For older adults, families often start with light-touch features like custom alerts or spending visibility, then add guardrails to block problem transactions or restrict certain merchant categories, specific merchants, or set more specific spending limits. Our onboarding flow recommends spending settings based on the cardholder’s needs, which caregivers and parents can customize.

Our proprietary ScamWatch technology further protects members by automatically blocking over 1,000 high-risk merchants associated with scams, high dispute rates, or targeting of vulnerable populations. True Link empowers credit unions to protect members’ assets, prevent fraud losses, and provide family-focused banking tools that grow with your members’ needs.