As part of the MDT Partner Program, we’re highlighting Premier Partners helping credit unions improve efficiency and better serve their members.This quarter, we’re featuring Vertice AI, a leading provider of account holder growth and marketing effectiveness software.
Vertice AI helps credit unions turn data into action. Our cloud-based platform delivers predictive, personalized intelligence that empowers marketing and growth teams to recommend the right product to the right member at the right time.
With out-of-the-box connections to Symitar and integrations with Banno and Synapsys, teams can identify when and how to engage, build segmented content at scale, and measure the real impact of every campaign — no data science team required.
Vertice AI makes it easy for credit unions to grow deeper relationships, maximizing value for both the institution and the members it serves. Know your members. Grow your impact. Measure what matters.
Products:
Vertice CORE — Grow What You Already Have
An AI-driven insights platform that helps credit unions deepen relationships with existing members. CORE surfaces opportunities for growth, churn prevention, and product cross-sell through:
- Propensity scoring & AI-generated opportunity lists
- Campaign execution with built-in deconfliction and list management
- Goal tracking at the organization and product level
- 200+ performance metrics with branch-level reporting
- Closed-loop conversion tracking tied to actual product openings and balance changes
Vertice ACQUIRE — Win New Account Holders
Uses enriched Experian data and predictive modeling — trained on your own member history — to identify and target prospects most likely to join and grow with your institution:
- Prospect scoring & propensity modeling
- Product-level targeting for each prospect
- AI-driven campaign recommendations
- Seamless integration with your marketing agencies
Vertice COMPOSE — AI Content Generation at Scale
An on-brand, NCUA-compliant generative AI content engine that enables marketing teams to produce multi-channel campaign copy across segments and product categories in minutes:
- Multi-channel copy generation (email, SMS, direct mail) in a single pass
- Built-in NCUA compliance checker by product type (Deposit, Loan, Service)
- Brand voice configuration and audience segmentation
- AI editor, templates, and direct export to marketing platforms
Learn more about LiveSurvey in the MDT Ecosystem (MDT Compass login required)