Orsa Credit Union Selects Appli to Modernize Digital Member Experience

Tim Pranger

Appli, a provider of artificial intelligence-powered financial calculators, announced today that orsa credit union (formerly Community Financial Credit Union) selected Appli’s AI-powered financial calculator solution to provide members with personalized guidance throughout their financial journey. 

"Having someone interact with our brand and receive genuine guidance without requiring a team member felt powerful," said Emily Sutton, Marketing Director at orsa credit union. "The calculator helps guide members through their financial journey automatically, creating a sense of warmth and security. It's much more sophisticated than simply inputting numbers and hoping they're right."

By integrating Appli's calculator technology across multiple products, orsa credit union now offers enhanced tools for mortgages, auto loans, and custom configurations for CDs and other savings products based on member needs. 

"We're focused on being a place where people feel financial belonging," Sutton added. "The calculator can predict approval likelihood based on our lending models and provide specific next steps to help members qualify. For those who may not immediately qualify, it offers additional tools to help them reach their goals."

"We knew from our first conversation that orsa was special," said Tim Pranger, CEO of Appli. "They understand that modern banking needs both sophisticated technology and genuine human connection. It's particularly exciting to see them customizing our calculator for unique products. That's exactly the kind of innovative thinking we love to support.”

The credit union plans to connect the calculator with their account opening platform to track the complete member journey from initial interaction through conversion. This integration will help them better understand and serve member needs while maintaining privacy and security.
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For more information about Appli and its smart financial calculator for credit unions, visit www.hiappli.com.

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