Client Testimonials

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"CU Rise helped us creating and implementing a holistic approach to our reporting. They helped us built interactive and customizable reports that served as the foundation for sharing accurate information across the Credit Union. This new system will be critical to the long term success for our credit union and members."

Dennis Bauer

CFO, Ideal CU

"We were very excited at the prospect of using artificial intelligence and machine learning to gain deep insights into member behavior – and actually anticipate their needs. With CU Rise’s help, we were able to achieve this and more. The models built by them helped us consider a multitude of factors that couldn’t be accounted for in previous methods of analysis."

Abhijit Palit

Director of Marketing, Patriot CU

"Through CU Rise’s business intelligence dashboards, the credit union is able to access new levels of timely and relevant decision-making information. We can instantly get a read on our most important performance indicators, and then drill deeply into the information to really understand trends."

Wade Painter

President and CEO of San Mateo CU

"Understanding the needs of our members is an integral part of what we do. We are happy to work with the talented team at CU Rise who is taking the time to analyze our membership profile and develop the right changes and strategies for our credit card initiatives."

Dave Preter

President and CEO of Georgia’s Own CU

"CU Rise analyzed last year’s member attrition data in the Predictive Model Suite and revealed the ways we could have more narrowly focused our efforts. We immediately realized that this not only provides huge cost-savings, but we expect to get better results from more targeted efforts. This is a big step in our analytics evolution and we expect CU Rise to be a crucial partner at each step."

Bert Fisher


"CU Rise has done impressive work to help revamp our products. On their recommendations, we successfully launched the EPIC checking product, which has been very well-received by our members."

Patrick Miller

President and CEO of CBC FCU

"Our partnership with CU Rise works well because they implement their solutions in the manner and pace that work best for us. They are assisting us with a first cut of business intelligence which will prepare us to use more advanced data technology and ensure we get the most out of it. Its just been a few months and the results are extremely insightful."

Kevin Posey

CEO of Chaffey FCU

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