Automate Financial Wellness

Delight members. Gather insights.
Deliver the right product at the right time.
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What is Account Pilot?
A data-driven financial wellness platform that automates financial stability and empowers efficient, impactful member engagement for credit unions.

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    Member Mobile App

    Automates budgeting and financial education. Provides access to just-in-time products.

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    CRM Dashboard

    Provides predictive analytics, product recommendations, and member engagement tools.

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    Smart Automation

    Empowers proactive data-driven outreach. Derisks lending and automates repayments.

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Why Account Pilot?

Deliver Results Without Increasing Staff Workload

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    Increase New Deposits and Account Balances
    Deposit account balances increased by an average of $1,400** per account holder
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    Smart Services, Seamlessly Integrated
    Account Pilot streamlines and integrates into your member management systems
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    Superior Member Engagement
    Users engage with account data and advice more than eight times per day, on average
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    Loan Production and Performance
    Right-sized loans based on user goals; On-time repayment automated by the service

Win in the Open Banking Era

Grow Deposits and Lending by Empowering Members

The member app uses behavioral-based approaches to promote your members' financial education, savings progress, and bill pay discipline. Account Pilot incorporates alternative lending models tailored to your members' unique financial situations, goals, and ability to repay.

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    From Stress to Success: Meet Sara

    Discover how Account Pilot transformed Sara’s life—from financial uncertainty to achieving stability and peace of mind.

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    Unlock New Revenue Streams

    Explore how integrating our smart financial tools drive deposit growth, open new profitable member segments, and secure untapped lending opportunities.

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