ShiftMate

It was a busy week in the Finopotamus jungle. Check out all of our original, never AI-generated articles, plus a vast amount of news from around the industry. #Fintech #CreditUnions

Another Friday lost to CSVs. If you're a credit union marketer, you know the drill: it's 3:45 PM on a Friday and instead of launching a campaign, your team is buried in batch files, copy-pasting from Excel. We wrote something for you. - Manual data pulls are wasting 6+ hours a week per analyst (CUNA, 2025) - Batch email campaigns are underperforming real-time triggers by 2.5x in CTR (Bluecore, 2024) - Credit unions using automation are seeing 521% ROI (Martech, 2024) In this post, I lay out: – What “CSV Day” is really costing you – A 3-point checklist to break the batch cycle – How ShiftMate upgrades your data flow (without hiring 3 more analysts) From Friday files to Friday launches—let’s make the shift. Curious—what’s your team’s version of “CSV Day”?

From Waiting on Reports to Acting on Answers — in Seconds Credit union leaders used to wait weeks for reports to guide critical decisions. Now, ShiftMate’s AI Co-Pilot makes it possible to just ask the question — and get a trusted answer. Instantly. ✅ “What ROA supports 12% asset growth?” ✅ “Are we funding loans faster than shares are growing?” ✅ “What’s our liquidity forecast in 90 days?” We call it Institutional Insights — and it’s changing how smart CUs lead. Built for Credit Union leadership. Backed by real-time data. Ready when you are. What’s the first question you’d ask? #CreditUnions #CEO #Growth #FinancialIntelligence #ShiftMate

Good podcast from Finopotamus about ShiftMate! https://lnkd.in/gn_dHhtt

Take a minute to understand where you are in your personal and team's growth with this article from Christopher Frank. Understand the journey is exponential and to keep grinding.

ShiftMate: AI That Unlocks Growth — Maximizing the Data + Systems You Already Have Credit unions have already made the investments — Core, Card, CRM, and Data & Digital Channels. ShiftMate can help you put them to work! ShiftMate is the AI Co-Pilot that connects what you already have — and turns it into growth. ✅ Activate data trapped in disconnected systems ✅ Surface real-time opportunities and risk signals ✅ Trigger agentic workflows that drive action in one click This isn’t “just another tool.” It’s the one that makes your existing tech stack smarter — and turns it into outcomes. And when consolidation makes sense — ShiftMate helps simplify your stack, too. Let’s make what you already own your biggest GROWTH lever. 👉 Message our team here on LinkedIn to see it in action 👉 Learn more at ShiftMate.ai 👉 Follow ShiftMate on LinkedIn for updates and insights #CreditUnions #AICoPilot #DataDrivenGrowth #AgenticAI #ShiftMate

Because of the way you show up — for your members, your communities, and your teams. Because real financial wellness starts with trust, not transactions. Today on #ILoveMyCreditUnion Day, we’re pausing to celebrate what makes this movement different: 🤝 Local trust 📈 Growth with heart 🧠 Execution with purpose ❤️ Service over ego Credit unions aren’t just where people bank — they’re where people belong. They’re why we got into software in the first place. #ILoveMyCreditUnion #CreditUnionDifference #FinancialWellness #PeopleHelpingPeople #BuiltOnPurpose

Because of the way you show up — for your members, your communities, and your teams. Because real financial wellness starts with trust, not transactions. Today on #ILoveMyCreditUnion Day, we’re pausing to celebrate what makes this movement different: 🤝 Local trust 📈 Growth with heart 🧠 Execution with purpose ❤️ Service over ego Credit unions aren’t just where people bank — they’re where people belong. They’re why we got into software in the first place. #ILoveMyCreditUnion #CreditUnionDifference #FinancialWellness #PeopleHelpingPeople #BuiltOnPurpose

How ShiftMate Pays for Itself — While Fueling Growth Most platforms add complexity. ShiftMate adds capacity. With our AI-powered Co-Pilot and Knowledge Center, credit unions are: ✅ Training new hires in days — not weeks ✅ Resolving member questions in one step — not five ✅ Reducing errors and compliance risk automatically ✅ Doing more, without burning out their staff 📉 Cut cost. 📈 Drive growth. All with tools you already have — powered smarter by ShiftMate. 👉 Swipe through the carousel to see how it works. 💬 Message us here on LinkedIn for a quick demo or discussion 🔗 Or visit ShiftMate.ai to learn more. #CreditUnions #CUGrowth #MemberEx

THE REAL SHIFT FROM ORDER TAKER TO ORDER MAKER Sure — Some of it’s training. Some of it’s a cultural shift around sales. But most of it? It’s your technology. You’ve got good people — but they’re stuck in disconnected systems. They’re toggling between screens. Guessing product eligibility. Copy-pasting notes. Waiting on answers. Trying to deliver great service in a tech stack that was never designed for it. AND WHAT HAPPENS NEXT? They give up. They get overwhelmed. They avoid the harder conversations. They live with the fear of selling — because they’re not confident in what to say, what’s allowed, or what comes next. Not because they don’t care — but because the system makes it hard to care effectively. HERE’S WHAT MOST CU TEAMS ARE MISSING: - Visibility into member needs and goals - Guided language to explain value clearly - Instant understanding of eligibility - Smart answers to any policy, product, or “what if?” - One-click (agentic) execution: Refi, Loan, Savings Promo, Card Offer, Doc Send WITHOUT THOSE PIECES, HOW CAN YOUR TEAM MAKE THE SHIFT? ShiftMate delivers it all. Built by Credit Union leaders. To help your people serve smarter — not harder. 👇 WANT TO SEE HOW SHIFTMATE MAKES THE SHIFT POSSIBLE? ✅ Follow us here: https://lnkd.in/duiGdn_7 💬 Message me directly or visit https://www.shiftmate.ai for a quick demo or conversation #creditunions #memberexperience #financialwellness #digitaltransformation #AIinBanking #ShiftMate #OrderMaker