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 ShiftMate, an API-first, multi-tenant integration gateway and CRM-light employee platform built for credit unions.
Shiftmate helps credit unions turn organize their data into clearer insights, faster decisions, and stronger member engagement for growth and efficiency. Built for credit unions, Shiftmate connects existing systems, like core, card, loan origination, to support data-driven agentic workflows without adding complexity.
The platform helps teams identify opportunities, improve operational visibility, and deliver timelier member outreach. With a focus on security, compliance, and practical implementation, Shiftmate gives credit unions a secure and governed way to use AI and while keeping control of their data, processes, and member relationships.
Products:
- Unified API Gateway (open-banking ready): manage and orchestrate integrations across vendors and systems with centralized controls and real time analytics.
- 360° Account Holder Dashboard (CRM-light): a single workspace for employees showing products, relationships, and key financial context with case and lead management.
- AI Copilot (LLM-agnostic): role-based drill-down into member and institution financial data with guided insights and the ability to take quick action on those insights.
- Smart Actions & Agentic Workflows: operational workflows that trigger tasks based on member profiles and institutional rules (e.g., lending, servicing, retention, cross-sell prompts).
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As a credit union, we don’t have the staff capacity to stitch together eight different systems and reports, especially across lending and retention. Shiftmate brings our data and workflows into one consistent experience, and their team has been truly hands-on, diagramming our processes and helping us streamline what used to be manual. It’s giving our teams clearer, shared visibility into member needs, which is a practical way to drive growth while improving the member experience.
– Alecia Birch, VP of Lending, Alliance Catholic Credit Union