Benchmark Your 2026 AI Strategy Against Peers

Find out where you stand and what leaders are doing next.

The State of Agentic in Credit Unions report is live!

If you lead lending, fraud, ops, or member experience, this is the download you need before locking your 2026 plan.

Why it matters:

  • See where your AI readiness stands vs. peers (and banks)

  • Focus 2026 on high-impact use cases — lending, fraud, service

  • Learn what worked in governance, data, and integration

  • Make the budget case with real outcomes (↑ loan throughput, ↓ fraud losses)

Built with insights from CU leaders and industry operators, including Shawn Dunn (WSECU), Claire Grosjean (Technology Credit Union), Heather Moshier and Julie Esser (IgniteFI), Megan Jackson Freshour and McKaye Black (Filene Research Institute), and Andrew Mattingly (FORUM Credit Union).

2026 roadmaps are being set now, and those who act on these findings will start the year ahead.

Our Founder & CEO, Ankur Patel, will be one of six featured presenters at this year’s Firecracker Virtual Fintech Showcase—a high-impact 90-minute event spotlighting breakthrough fintech solutions built for credit unions.

🗓 When: Wednesday, November 19, 2025
🕛 Time: 12:00 PM – 1:30 PM ET

Topic: Agentic Workflow Automation
Discover how Multimodal is redefining automation through intelligent, agent-driven workflows that help financial teams work smarter and faster.

💡 Don’t miss the chance to see the future of fintech in action.

How can AI bridge data, strategy, and human insight to help organizations make better decisions?

That’s one of the questions RC Willenbrock, Builder & Investor at RCVC, will explore alongside Ankur Patel and Brent Alvord during our live session “Unlocking Alpha with Agentic AI: Transforming PE Fund Operations.”

With experience bridging AI, data, and strategy, RC has helped leadership teams turn vision into scalable results. He now invests in founders who use data and technology to build lasting value.

On November 20, he’ll share how Agentic AI is changing the way investors and operators think about fund operations, scale, and decision-making.