FinovateSpring 2014 / CUneXus
Presenter Profile:
How they describe themselves: Our specialized sales and marketing systems help lenders maximize the value and profitability of existing customer relationships. Our cplXpress product suite is integrated with leading online and mobile banking platforms, and additional strategic partnerships allow us to offer turn-key access to a powerful, omnichannel consumer lending strategy that we call Comprehensive Prescreened Lending (CPL). CPL Strategy has proven to cut costs, increase sales volume, and enhance customer experience and satisfaction. These pioneering technologies are at the forefront of the transition to a new era of data-driven, on-demand lending and borrowing.
How they describe their product/innovation: Our cplXpress product suite allows lending institutions to empower their customers with perpetual loan approval status across multiple consumer lending product lines. The solution grants customers ongoing insight into their personal buying power, with the ability to review and instantly accept preapproved loan offers at every touchpoint. No loan application is necessary. Our advanced risk-based assessment and pricing engine generates a highly personalized and targeted menu of offers based on each individual’s unique financial situation and profile. Offers are communicated within the client institution’s online, mobile, branch, call center, direct mail, and email channels. We are demoing a selection of online banking and mobile user interfaces.
Product Distribution Strategy: Direct to Business (B2B), through other fintech companies and platforms, licensed
Contacts:
Bus. Dev., Press & Sales: Dave Buerger, President & Co-Founder, dab@cunexus.com,
877-509-2089 x101
Website: cunexus.com
Twitter: @cunexus
HQ: Santa Rosa, CA
Founded: October 2011
Product Demoed: cplXpress
Product Launch: December 2013
Metrics: Founded by a dynamic group of seasoned credit union professionals, CUneXus is privately funded with headquarters in California’s beautiful Sonoma Wine Country. Our team and client list are growing quickly with FI client asset sizes ranging from $400M to over $2B.
Presenters: Dave Buerger (President & Co-Founder),
Darin Chong (Co-Founder)
- Key Executives
Dave Buerger (President & Co-Founder), Darin Chong (Co-Founder), John Reich (Co-Founder)
Key Stats
- Key Board Members
Bradley Leimer (VP Digital Strategy, Mechanics Bank), Gary Ketelsen (Entrepreneur, Technology Sales & Marketing Executive), Mark DeBellis (President, PSB Integrated Marketing), Jasper Calcara (President, D.H. Charles Engineering)
- Key Advisory Board Members
Bradley Leimer (VP Digital Strategy, Mechanics Bank), Gary Ketelsen (Entrepreneur, Technology Sales & Marketing Executive), Mark DeBellis (President, PSB Integrated Marketing), Jasper Calcara (President, D.H. Charles Engineering)
- Key Partnerships
Digital Insight, PSB Integrated Marketing
- Key Customers
Our cplXpress product suite allows lending institutions to empower their customers with perpetual loan approval status across multiple consumer lending product lines. The solution grants customers ongoing insight into their personal buying power, with the ability to review and instantly accept preapproved loan offers at every touchpoint. No loan application is necessary. Our advanced risk-based assessment and pricing engine generates a highly personalized and targeted menu of offers based on each individual’s unique financial situation and profile. Offers are communicated within the client institution’s online, mobile, branch, call center, direct mail, and email channels. We are demoing a selection of online banking and mobile user interfaces.