Our Partners

Avtex helps clients create better experiences to develop lasting customer relationships. Avtex is a full-service member experience (MX) consulting and solution provider focused on helping credit unions create better experiences for their members. During their 40+ year history, they have helped over 150 credit unions improve how they interact with their members and the experience the members have. Beyond credit unions, their customers cut across a variety of industries, bringing the best relevant and analogous thinking to solve the toughest member experience problems. With an unparalleled breadth of knowledge and experience—and partnerships with leading technology vendors like Microsoft and Genesys—Avtex is uniquely suited to address any MX challenge. Technologies such as augmented or mixed reality, biometrics, and voice are all in their innovation portfolio. Portfolio solutions and services support our unique approach to member experience, which includes two key phases, MX transformation and MX orchestration.

Baker Tilly has deep experience helping credit unions successfully navigate the complexities of today’s competitive landscape and achieve their growth objectives. Professionals guide leaders and teams by effectively blending member-centric strategy with a focus on member experience; advanced analytics; and strategies for growth, development and execution. Baker Tilly take a pragmatic approach to the broad range of business challenges credit unions face and help them build the capabilities that enable their process automation, new technology, and member experience initiatives to drive sustained growth.

CMFG Ventures is the venture capital arm of CUNA Mutual Group, an established, trusted, and financially robust company that provides insurance products to more than 95% of U.S. credit unions. CUNA Mutual Group was founded in 1935 by credit union pioneers who believed in the power and possibility of financial stability for all. CMFG Ventures allows CUNA Mutual Group to discover and support the next generation of game-changing innovators in the financial services space.

Constellation has developed the first open digital services platform specifically designed to enable a marketplace of digital financial services, helping credit unions unlock innovation to compete, survive, and win. The patented, secure, and flexible cloud-based marketplace enables upper to mid-tier credit unions and innovative app developers to provide safe, reliable, and next-generation digital financial service experiences. Constellation, the winner of the 2017 NACUSO Next Big Idea award, redefines what credit unions offer, delivering digital financial services in a way that enables them to place members at the center of their business strategy.

Cornerstone Advisors delivers consulting services and industry insights aimed at helping banks and credit unions improve their profitability and performance — quickly and efficiently. Backed by 20 years of experience, the philosophy that financial institutions can’t improve what they don’t measure, and an authoritative database of performance metrics and vendor contract data, Cornerstone shows financial institutions how laser-focused measurement can lead to more competitive business strategies, advantageous vendor contracts, educated technology decisions and purposefully re-engineered processes.

CU NextGen is the CUSO dedicated to bringing next generation technology to credit unions, helping them improve the service delivered to their members, the daily experiences of their staff members, and the efficiency of their operations. MDC founded CU NextGen in partnership with ClaySys Technologies, building on the successes we experienced together in the process and workflow automation workshops performed throughout the second half of 2019 and our work together on MDC’s MRM and Fraud Management projects. Officially launched in March 2020, MDC and ClaySys are joint owners, with MDC owning a 20% stake in the company. 

Over the last 30 years, Filene has made it their mission to create cutting-edge research, real-world innovation, and powerful connections to help credit unions think forward and change lives. Filene’s research comes to life through actionable tools and resources, focusing on issues that matter most to the credit union industry. Filene taps into the power of human connection to strengthen credit unions via research, academics, and innovative programs to develop emerging credit union leaders and credit union high performers.

The Financial Health Network is a trusted resource for business leaders, policymakers, and innovators united in a mission to improve the financial health of their customers, employees, and communities. They envision a future where all people, especially the most vulnerable, have the financial systems they need to be resilient and thrive.

Founded in 1979, Gartner is the leading research and advisory company, equipping leaders with business insights and tools to make right decisions and stay ahead of change. Gartner is an objective resource for more than 15,000 enterprises in 100+ countries and in every industry and market sector. Clients look to Gartner for insights through their three lines of business: Research & Advisory, Consulting, and Conferences. Together with their clients, Gartner fuels the future of business so that a more successful world takes shape.  

Institute for the Future (IFTF) brings people together to make the future—today. Whether you’re a strategic leader in a large organization or a community leader in a struggling neighborhood or a netizen who wants to mobilize global crowds, IFTF has practical tools, research, and programs that turn foresight into the critical new insights that ultimately lead to action. 

Members Trust Company is America’s only nationally chartered, credit union-owned trust company. Through our partner credit unions, they provide wealth management and trust services to credit union members throughout the country. Additionally, their Employee Benefit Funding Trust and Charitable Donation Account allow a credit union to make investments outside the constraints of Part 703 to recover the costs of employee benefits and charitable contributions. With more than $2.5 Billion in AUM, they are well equipped to serve credit unions. Members Trust senior team includes five attorneys and four investment professionals who hold the prestigious CFA designation.

The Foundation is the charitable arm of the U.S. credit union movement. They work to ignite understanding and focus on member financial health and well-being, inspire and create opportunities for credit unions to leverage their cooperative values, and respond quickly when disaster strikes. In the last 15 years, the Foundation has awarded over $36 million worth of grants to help credit unions better serve their members. The Foundation is closely aligned with the Credit Union National Association (CUNA) and has been an active partner with MDC in our financial health and emerging technologies projects.