Jonathan Cilley Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for financial services, today announced Q2 Code, a governed AI-powered development environment designed to help financial institutions and partners build extensions and integrations on the Q2 Digital Banking Platform faster and with greater confidence. Built for teams extending the Q2 Digital Banking Platform through Q2 Innovation Studio, Q2 Code is part of Q2’s platform-first AI strategy and is designed to help financial institutions and partners turn natural language prompts into Q2 SDK-compliant extensions and integrations. By bringing generative AI into the existing Q2 development workflow, Q2 Code helps accelerate delivery of differentiated digital experiences from weeks to days while maintaining the governance, security and platform alignment required by regulated financial institutions. Through Q2 Innovation Studio, financial institutions can already use the Q2 Software Development Kit (SDK) to create custom integrations, support fintech partnerships and deliver differentiated digital experiences. Q2 Code builds on that foundation by helping developers move from idea to working extension faster, generating Q2-native code aligned to platform APIs, patterns and best practices. Rather than manually navigating documentation, configuring tooling and assembling development workflows, teams can use Q2 Code to generate, test and refine platform-ready code more efficiently. Developed by integrating Anthropic’s Claude Code through Amazon Bedrock, Q2 Code brings generative and agentic AI development capabilities into a compliant, enterprise-ready environment tailored for financial services use cases. By making it easier to build on the Q2 Digital Banking Platform, Q2 Code shifts development from a constraint to a strategic advantage—enabling institutions of all sizes to move faster, extend their capabilities and deliver differentiated digital experiences. It also acts as a force multiplier for engineering teams, enabling faster prototyping and allowing product leaders, platform managers and other stakeholders to contribute more meaningfully to innovation without increasing engineering headcount. “AI represents the most significant development in technology since digital banking became mainstream, and financial institutions need practical ways to use it to create real impact,” said Q2 CTO Adam Blue. “With Q2 Code, we’re embedding AI directly into the SDK to drive innovation. It will help banks, credit unions and partners build on Q2 faster while maintaining the trust, governance and resilience they require. This is about giving financial institutions new power to extend their capabilities, differentiate their experiences and compete more effectively in a rapidly changing market.” “Amazon Bedrock gives organizations the flexibility to build and scale generative AI applications with enterprise security and proven scalability,” said John Kain, Director, Financial Services Market Development, AWS. “With Q2 Code, Q2 is enabling developers to innovate faster and more efficiently to build high-quality software while meeting the rigorous requirements of the financial services industry. We’re excited to work with Q2 to bring AI-powered development capabilities to the Q2 Digital Banking Platform.” Mid-Hudson Valley Federal Credit Union will serve as an early adopter in Q2 Code’s Early Access program. Through the program, which will expand throughout 2026, participants will use Q2 Code in real-world development scenarios and provide feedback to help shape the product roadmap ahead of broader availability. Q2 is also using Q2 Code internally across product and engineering teams to support multiple stages of the software development lifecycle, including ideation, implementation and production. “One of the biggest challenges in development is the time it takes to go from idea to execution, which limits how many new concepts teams can realistically pursue,” said Mid-Hudson Valley Federal Credit Union SVP and Chief Information Officer Jonathan Cilley. “What’s exciting about Q2 Code is its ability to accelerate that cycle, helping our teams move from idea to prototype much faster. By lowering the barrier to building and iterating, it creates new opportunities to test, refine, and deliver more differentiated digital experiences on Q2’s digital banking platform.” For more information about Q2 Code and Q2’s approach to AI innovation for financial services, please visit https://www.q2.com/ai-for-everyone.
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LeAnn Case TriUnity Foundation is demonstrating continued national momentum following its 2026 Annual Meeting, marking significant growth in both partner engagement and organizational leadership as it advances its mission to relieve financial strain for individuals and families facing terminal illness. In just two years, the Foundation has moved from proof of concept to measurable expansion, growing from four founding partners in 2024 to twelve partners today, increasing its ability to reach more individuals and families during some of life’s most difficult moments. “What began as a pilot was our moment of proof, not just that the idea made sense but that it worked in real life,” said LeAnn Case, Board Chair of TriUnity Foundation. “Now we’re seeing what happens when the credit union movement leans in. This isn’t just growth. It’s momentum, and it’s opening the door to reach more people when they need it most.” The Foundation’s early pilot supported 11 individuals and families navigating terminal illness. Since then, it has refined its model, strengthened its processes, and expanded awareness across the credit union system, thus creating a scalable approach to delivering direct financial relief. As part of its 2026 Annual Meeting, the Foundation also reinforced its leadership structure to support continued growth, including the addition of Ben Hering to its Board of Directors. Hering brings more than a decade of experience across the credit union system, including leadership in partnerships, collaboration, and community-focused initiatives. “Our focus now is how we build on this momentum,” Case added. “That means continuing to grow through credit union partnerships while also expanding into major donor strategies so this model is sustainable long-term and can reach even more people.” The Foundation identified two key strategic priorities moving forward:
This next phase reflects a shift from proving the model to strengthening and sustaining it to ensure long-term reach and stability. The Foundation’s momentum continues next week at its Denim & Diamonds Gala in La Crosse, Wisconsin, where credit union leaders, partners, and community members will gather to further advance this mission and expand its impact. “Momentum like this doesn’t sustain itself. It grows through continued belief, partnership, and action across the credit union movement,” Case shared. Board of Directors & Leadership The Foundation’s Board of Directors represents a cross-section of credit union and industry leadership:
The Foundation is further supported by an Advisory Committee composed of leaders across healthcare, community impact, and the credit union ecosystem. Houston-based PrimeWay Federal Credit Union, will become the first credit union to implement Vine’s AI-powered lending platform.
While making a strategic shift to focus more resources on its business members, PrimeWay recognized that there were efficiencies to be gained in its commercial lending business. The credit union prides itself on fast decisions and competitive rates. To support both time and cost efficiencies, PrimeWay will partner with Vine, leveraging all the benefits AI has to offer for commercial loans. “Expanding our focus on business lending meant finding ways to operate more efficiently without sacrificing the experience we deliver,” said Michael McGee, Chief Lending Officer at PrimeWay. “Being able to make faster, more consistent loan decisions is a game changer for our team and the local businesses we serve, and Vine has been a strong partner in that effort.” Vine’s commercial lending accelerator leverages AI to help financial institutions deliver faster decisions on commercial loans. While the commercial lending process is traditionally plagued by manual tasks and inefficiencies, Vine automates everything from document reading to financial spreading and document generation to streamline decisions, reduce errors and free lenders up to build lasting relationships with the businesses they serve. “PrimeWay is leading a shift we expect to see across more credit unions,” said David Eads, CEO and co-founder of Vine. “There is a significant opportunity to better serve business members, and commercial lending is one of the most impactful ways to support local businesses and drive growth.” Alkami Co:lab Main Stage Debut: Alkami Engage to Transform Digital Adoption and Personalization4/15/2026 Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a digital sales and service platform provider, has announced the upcoming launch of Alkami Engage, a digital adoption and analytics platform designed to help financial institutions accelerate digital banking adoption, improve user engagement, and gain near real-time visibility into user behavior. The announcement was made at Alkami's annual conference, Alkami Co:lab 2026. Alkami Engage provides in-application guidance and behavioral analytics to help banks and credit unions better understand how retail and business users interact with digital banking across web and mobile experiences. Integrated directly into the Alkami Digital Banking Platform, it captures near real-time user interactions including page views, clicks, feature usage, and journey progression. "A key priority for us is making sure members get real value from their digital banking experience. Alkami Engage will give us the behavioral insight and context we need to understand how members are using the Platform, identify moments that matter, and make informed improvements that simplify and strengthen the overall experience," said James Hilton, vice president, product management, digital product development, Mountain America Credit Union. These insights empower product, digital, and experience teams to identify drop-offs, optimize user flows, and measure adoption against key performance indicators tied to return on investment (ROI). With composable dashboards and flexible configuration, financial institutions can deliver targeted, behavior-driven messaging based on user segmentation. "Financial institutions invest heavily in digital transformation but often lack visibility into user behavior," said Benjamin Conant, chief product officer at Alkami. "Alkami Engage delivers real-time behavioral insights and in-app guidance to reduce friction, improve onboarding and self-service, and enable personalized digital experiences that drive growth and efficiency." Alkami Engage's walkthroughs, tooltips, announcements, and prompts will help simplify complex workflows like bill pay, transfers, payments, and treasury management tasks. For retail and business users, this will result in faster onboarding, greater confidence navigating digital tools, and reduced reliance on branch or call center support. Alkami Engage will also play a strategic role within Alkami's broader data ecosystem. While Alkami Operational Data & Insights (ODI) establishes a baseline understanding of platform activity and Alkami's Data & Marketing Solution enables segmentation and personalized outreach, Alkami Engage focuses specifically on adoption and onboarding within the digital experience. Together, these solutions will provide financial institutions with a comprehensive view of what users do, why they do it, and how to engage them more effectively. To learn more about Alkami Engage, visit here. Jeremiah Lotz Velera, the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider, today unveiled three data-first solutions powered by Stellaris and Atmos, the organization’s recently introduced next-generation technology stack and intelligence layer within the Velera Ecosystem, demonstrating how the ecosystem is being brought to life across analytics, connectivity and marketing engagement. Spanning intelligence and analytics, data movement and marketing engagement, these solutions represent a connected approach to how credit unions can activate data across systems – accelerating innovation and enabling more seamless, end-to-end experiences. The announcement was made at the company’s VeleraLIVE event, taking place this week in Orlando, Fla. “Atmos Exchange, Intelligence Point and our Marketing Engagement Platform are designed to advance how credit unions interact with and leverage data,” said Jeremiah Lotz, SVP, Enterprise Data & Experience Design at Velera. “For too long, analytics, connectivity and engagement have traditionally operated in separate layers, creating gaps between insight and execution. By bringing together these capabilities through Stellaris and Atmos, we’re helping financial institutions move beyond fragmented experiences to a more connected, intelligent system – one that not only surfaces insights, but helps turn them into meaningful action and measurable growth.” A Secure, Collaborative Platform to Exchange Data Atmos Exchange is Velera’s new API integration and connectivity platform and developer portal. It enables secure, seamless data movement across partners and systems, with built-in, enterprise-grade security, monitoring and reporting capabilities. By reducing technical debt and accelerating innovation, Atmos Exchange provides a scalable, future-ready foundation for all Velera connectivity experiences and evolving data consumption models. Atmos Exchange will be available to all Velera credit unions beginning with a phased rollout in late 2026 for the new developer portal and first set of new Velera APIs, with additional APIs following throughout 2027 and beyond. Built on modern technologies, Atmos Exchange delivers:
A New Era of Enterprise Intelligence for Real-Time Decisioning Intelligence Point is Velera’s next-generation analytics and intelligence platform, built to replace legacy analytics and reporting tools within a centralized, trusted environment. It enables credit unions to move from insight to action in high-impact moments, from client conversations to executive decision-making and early risk detection. Intelligence Point will be available to all Velera credit unions, with a phased rollout set to begin in early 2027. Key capabilities include:
Turning Insight into Action through Data-Driven Marketing Velera’s Marketing Engagement Platform connects data and analytics directly to activation, enabling credit unions to deliver highly personalized member experiences and drive portfolio growth. Through a single, web-based portal, credit unions can plan, create, deploy and measure multi-channel campaigns with greater speed and efficiency, supported by automated fulfillment and centralized reporting. The Marketing Engagement Platform is now available to select Velera clients and supports:
These three solutions represent the next step in Velera’s data-forward evolution, reinforcing its commitment to building a more connected, intelligent payments ecosystem that simplifies complexity and powers innovation. For more information about Velera’s cutting-edge solutions and capabilities, visit velera.com/credit-union-solutions. Srinivas Njay interface.ai, the definitive leader in agentic AI for community financial institutions, today unveiled Nexus at Financial Brand Forum 2026 - the industry's first fully agentic Contact Center as a Service (CCaaS) platform purpose-built for credit unions and community banks. Nexus eliminates the foundational constraint that has defined contact centers for decades: the binary choice between AI handling a call or transferring it to a human. With Nexus, AI owns the conversation while human expertise is available in seconds -- no transfers, no hold queues, no repeated information -- fundamentally rewriting the economics of every contact center that deploys it. A Third Paradigm: AI Owns the Conversation. Humans Provide Judgment. The contact center industry has operated on a binary model since its inception. When AI or an IVR cannot handle a request, the entire call is transferred to a human agent. The member waits on hold. The agent rebuilds context from scratch. A request that required 10 seconds of human judgment consumes 4 minutes of agent time. Every CCaaS vendor on the market today - from legacy incumbents to AI-native startups - operates within this same binary framework. They optimize within the constraint. They do not eliminate it. Nexus eliminates it. Nexus introduces a fundamentally new architecture for how contact centers operate. The AI does not hand off the call. It does not transfer the member. It does not put anyone on hold. Instead, when a moment in the conversation requires human judgment -- an approval, a policy exception, a verification - Nexus routes only that specific micro-request to the next available agent with the right skill. The agent resolves it in seconds. Nexus delivers the answer back to the member at a natural moment in the conversation, never interrupting mid-sentence. The member hears one continuous, seamless experience. Members can make multiple requests in a single call. Each is routed independently to the right skilled agent. Two agents, three agents working in parallel - the member hears one voice, one conversation, zero transfers. This is not an incremental improvement to call routing. It is a new category. Two Agentic Modes Built for the Reality of Community Finance Nexus operates in two modes that address different dimensions of the contact center challenge: Agentic Mode: AI leads, agents assist in real time. Nexus AI manages the full member conversation across voice and chat. When human judgment is needed, it escalates only the specific request into skills-based queues. The right agent sees it, resolves it with a single action, and Nexus seamlessly delivers the response. No hold. No transfer. No context rebuilding. Multiple requests, multiple agents, one unbroken conversation. Co-Pilot Mode: Agents lead, Nexus accelerates everything around them. When a human agent is already in conversation, Nexus automates the work that consumes the most time. For loan applications and account openings, Nexus sends secure document collection links, auto-extracts data, and pre-fills forms -- compressing 25 minutes of manual data entry into 2. If documents are not available, Nexus fills applications from live conversation transcription as the member speaks. In both modes, Nexus shows UI to agents only when their attention is required. No monitoring dashboards. No idle screens. Agents see work when it exists and are free when it does not. Why This Changes the Economics of Community Banking The implications for credit unions and community banks are transformative: Agent capacity multiplied, not merely optimized. When agents resolve micro-requests in seconds rather than managing entire calls for minutes, each agent effectively handles 5-10x more member interactions. Institutions scale capacity without scaling headcount. Hold times eliminated, not reduced. Members never wait in a silent queue. When all agents are busy, Nexus continues the conversation -- gathering context, verifying identity, resolving what it can, and delivering personalized product recommendations through integration with Intelligent Banking. Wait time becomes productive time. Service time becomes revenue time. New agents are productive immediately. Nexus embeds institutional knowledge - processes, policies, procedures, disclosures - directly into the workflow. Quick actions tell agents exactly what to do. Forms are pre-filled. Compliance language is presented on screen. The weeks of training that traditionally stand between a new hire and productivity are compressed to the first interaction. Revenue-aligned routing. Every request enters skill-based queues with configurable priorities. Institutions can prioritize loan applications and new account openings over routine inquiries -- directly connecting contact center operations to revenue and membership growth objectives. Integrates with your current CCaaS -- or replaces it entirely. Nexus layers directly onto existing CCaaS platforms through native integration, giving institutions an immediate agentic upgrade without disrupting current infrastructure. Or, institutions can route calls directly to Nexus and replace their legacy CCaaS altogether -- running a fully agentic contact center end-to-end on a single platform purpose-built for community finance. "Contact centers have been trapped in a binary model for decades: either the AI handles it, or a human handles it. The entire industry has optimized within that constraint without questioning it," said Srinivas Njay, Founder and CEO of interface.ai. "Nexus introduces a third option that should have existed years ago. The AI owns the conversation while human judgment arrives in seconds -- no transfers, no holds, no members repeating themselves. This is not an upgrade to call routing. It is the end of call routing as the industry knows it. And for credit unions that deploy it, the economics change overnight." Powered by BankGPT - The Proven Foundation for Agentic Banking Nexus is built on interface.ai's BankGPT platform, the industry's first agentic AI platform for community finance, trusted by 100+ financial institutions and operating at over 1.5 million conversations per day across banking use cases. BankGPT provides the banking-grade conversational intelligence, centralized governance and compliance controls, and continuous learning loops that make Nexus possible - and that no horizontal CCaaS or generic AI provider can replicate. Nexus is available immediately for pilots and phased rollouts across voice and chat channels for credit unions and community banks. Institutions interested in early access can contact interface.ai for a live demonstration. Cloudvirga, a Stewart-owned provider of digital point-of-sale platforms for lenders, has released a new tool within its Tropos Platform that provides AI-driven bank statement analysis.
The feature enables lenders to analyze bank statement data and generate cash flow-based income insights for borrowers whose earnings fall outside traditional W-2 employment. By including self-employed individuals, gig workers and those with multiple income streams into their borrower bases, lenders can expand their pool of possible borrowers with this solution. As borrower income profiles evolve, a growing share of the U.S. workforce earns at least part of its income outside traditional employment models, increasing demand for more flexible underwriting approaches. Financial institutions are often required to review months of bank statements to assess borrower eligibility manually, a process that can be time-intensive and inconsistent. Cloudvirga’s capabilities automate this process by analyzing transaction-level data and generating an income summary, along with detailed supporting data. “Lenders are seeing a growing number of borrowers whose income does not fit traditional verification models,” said Maria Moskver, CEO at Cloudvirga. “This capability gives loan officers a faster, more consistent way to evaluate cash flow and make informed lending decisions without relying on manual document review.” Once bank statements are uploaded, the platform analyzes deposit activity, identifies income patterns and generates a structured report that lenders can use to support underwriting decisions. The output includes both a summarized income view and transaction-level data, allowing institutions to apply their own risk models and calculations as needed. By reducing the time required to review and interpret bank statements from hours to minutes, this feature helps lenders improve operational efficiency while maintaining flexibility in how income is assessed. The capability is designed for use across mortgage, non-QM, and other lending segments where verifying income from bank statement data is a common requirement. It also supports ongoing document collection by allowing lenders to update and reanalyze borrower data without restarting the review process. Lenders can learn more about the new cash flow analysis feature by visiting https://www.cloudvirga.com and requesting a personalized demo. NCR Atleos Corporation (NYSE: NATL) (“Atleos”), a leader in expanding self-service financial access for financial institutions, retailers and consumers, today announced that Founders Federal Credit Union will leverage the Atleos ATM as a Service (ATMaaS) operating model.
Serving more than 289,000 members across 50 offices in South Carolina and North Carolina, Founders Federal Credit Union is one of the region’s most trusted and member‑focused financial cooperatives, with over $5 billion in assets. The credit union has long emphasized a commitment to convenience, service quality, and investing in modern technology that complements its personalized in‑branch experience. Through its collaboration with Atleos, Founders Federal Credit Union is adopting a model designed to streamline ATM operations, strengthen security, and enhance uptime—ensuring members enjoy modern, convenient access to their finances across the Carolinas. “At Founders, we are always looking for ways to blend technological innovation with the personalized service our members value,” said Joe McCain, Chief Administrative Officer, Founders Federal Credit Union. “NCR Atleos brings a well-established approach to ATM modernization that is intended to elevate convenience and security while reducing operational complexity. This collaboration supports our ongoing mission of delivering a dependable, high‑quality banking experience—wherever and however our members choose to engage with us.” “Founders Federal Credit Union is deeply committed to providing members with convenient and secure access to cash,” said Meghan Bennett, Vice President, North America for Atleos. “We’re proud to support their vision with an outsourcing model that is designed to enhance efficiency, reduce complexity, and support reliable ATM availability across the Carolinas. This is a great example of how Atleos helps financial institutions modernize operations while staying true to the personal service their members value.” Rise Analytics Launches Finn: An AI Agent That Turns Financial Institution Data into Instant Answers4/14/2026 Paolo Teotino Rise Analytics, a wholly owned subsidiary of Trellance, today announced the launch of Finn, an AI-powered analytics agent designed to transform how credit unions and other financial institutions interact with their data. Finn introduces a new way to access analytics: instead of navigating dashboards, building reports or writing complex queries, users can simply ask questions in natural language and receive immediate, data-driven insights. Integrated directly with the Rise Analytics Data Platform, Finn connects to an institution’s trusted data environment, including the Rise Data Lakehouse and Predictive Analytics models, to deliver real-time insights, visualizations and contextual recommendations. By combining large language model technology with Rise Analytics’ secure analytics infrastructure, Finn helps financial institutions dramatically reduce the time between accessing data and taking action. With Finn, users can:
Finn can quickly surface insights related to member behavior, portfolio performance, charge-off trends, benchmarking data and other key operational metrics, making advanced analytics accessible to both technical and non-technical users across the organization. “Financial institutions sit on an incredible amount of data, but accessing insights quickly has traditionally required navigating dashboards or running complex queries,” said Paolo Teotino, Executive Director of Rise Analytics. “Finn changes that. It creates a direct conversation between users and their data. Instead of searching for answers, leaders can simply ask the question and immediately receive clear, actionable insights and contextual recommendations.” Finn is now available as an add-on capability for Rise Analytics clients and can be activated with a simple configuration toggle. Organizations can begin using the AI agent almost immediately after enabling the service while maintaining the security and confidentiality of their data within the highly trusted Rise Analytics managed cloud platform. Learn more about Finn and how it can help your financial institution unlock the full power of its data at RiseAnalytics.com. Telhio Credit Union announced a strategic partnership with Rev1 Ventures, the Midwest venture studio that partners with innovators in Saas/AI, deep tech and life sciences, to support growth and innovation in Ohio.
As a Rev1 Funding Partner, Telhio joins a network of 40+ leading corporations that are committed to driving long-term impact through innovation. Funding Partners gain early insight into emerging technologies, expertise and programming, while helping to support startups, which create jobs and advance the economy. Telhio is the first credit union to join as a Funding Partner. Rev1 Ventures is a nationally recognized venture studio that partners with entrepreneurs and corporations to build and scale high-growth companies, prepare startups for early-stage investment, and drives a robust innovation ecosystem. To date its impact includes:
This is a natural partnership as Telhio has been part of the fabric of Ohio’s innovation economy for over 90 years. Starting in 1934 as the credit union for the Columbus Telephone Company (which later became AT&T), Telhio has become one of the largest credit unions in central Ohio and is the #1 SBA lender among Ohio credit unions. As a result, Telhio has become a trusted partner for countless businesses and entrepreneurs that have helped fuel the local economy. Partnering with Rev1 allows for greater impact of innovation and growth. “Telhio has always believed that strong communities are built by supporting the people and ideas driving them forward,” said Nick Biratsis, Vice President of Marketing at Telhio. “Partnering with Rev1 allows us to deepen our commitment to Ohio’s innovation economy by connecting with the entrepreneurs and startups shaping the future. As the first credit union to join Rev1 as a Funding Partner, we’re proud to help fuel the next generation of growth, jobs, and opportunity across our region.” “Telhio's commitment to serving our Central Ohio community is clear,” said Julia Dewey, Rev1’s Chief Partnerships Officer. “Partnering amplifies both organizations’ abilities to create lasting and positive impact on the region. We look forward to working with Telhio to drive startup innovation through Central Ohio and beyond.” To learn more about Rev1 Ventures, visit https://www.rev1ventures.com/. |
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