Give members a modern way to see their net worth, track their portfolio, and understand their financial risk — under your brand, powered by RiskInMind's AI.
Your members are already using third-party fintech apps to manage their money. Every time they do, your credit union loses visibility and engagement. Member Portfolio Manager brings that experience back inside your channel — white-labeled, secure, and built on the same AI platform you already trust for risk.
White-label · Integrates with your digital banking · SOC 2 Type II
Members increasingly track their money, investments, and net worth in apps that have nothing to do with you. That erodes your status as their primary financial institution — and with it, the engagement that drives deposits, cross-sell, and loyalty.
Most credit unions can't justify building a tool like this in-house. Member Portfolio Manager gives you an enterprise-grade member experience without the engineering lift.
Under your brand, members get a clear, insightful view of their complete financial picture.
This isn't just about member experience — it's a strategic advantage for your institution.
Keep members' financial lives inside your channel instead of a fintech's.
Members who engage with their full financial picture in your app are members you can serve better — and more often.
Offer a modern tool members expect, without a modern bank's budget.
Run it as a monthly member subscription, a bundled benefit, or a tiered offering. You choose the model.
A sticky, useful tool is a compelling reason for members to stay with your credit union.
Members see your credit union — your name, your colors, your trust. RiskInMind runs quietly underneath. You own the member relationship; we provide the engine.
Deploying a modern member experience doesn't require ripping out your core systems.
Member Portfolio Manager runs on RiskInMind, the AI risk platform already used by credit unions and community banks for underwriting, portfolio monitoring, and compliance.
The institution-grade security and AI behind your back-office risk tools is the exact same engine powering your member experience.
SOC 2 Type II compliance. End-to-end encryption, role-based access, and full audit logging built in by default.
Consolidate your stack. One platform across your risk and member-engagement stack reduces procurement friction and technical overhead.
We'll show you the member experience configured with your credit union's branding, and walk through the commercial models.