ModernFi B2B Case Studies & Customer Successes

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ModernFi is a group of engineers, financial analysts, academics, and problem solvers bringing modern technology to traditional balance sheet management. They put their talent and technology at the service of institutions to help them prosper and better serve their communities. ModernFi is committed to helping institutions of all sizes continue to grow and thrive in an increasingly competitive landscape.

Case Studies

Showing 11 ModernFi Customer Success Stories

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5Point Credit Union - Customer Case Study

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How Ascent Converted Member Insights into Deposit Growth in Two Weeks

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Ascend Federal Credit Union - Customer Case Study

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How CapEd Credit Union Streamlined Deposit Insurance and Strengthened Member Relationships through ModernFi CUSO

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Columbia Credit Union Winning Nonprofit Business with ModernFi’s Extended Insurance

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Credit Union 1 - Customer Case Study

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How Four Points Credit Union Deepened Member Relationships through Extended Insurance Accounts with ModernFi CUSO

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How Holy Rosary Strengthened Its Member Offering and Unlocked Deposit Growth with ModernFi

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Hoosier Hills Credit Union & ModernFi a Partnership-Driven Launch for Extended Insurance

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How Pima Federal Retained Millions During a Bank Acquisition

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Royal Credit Union - Customer Case Study

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