Modern balance sheet
management for leading
banks and credit unions
We support banks and credit unions of all sizes on their mission to support
their communities. Learn how financial institutions use our solutions
to grow, compete, and thrive.
Explore case studies
Empowering Relationship - First Credit Unions to Compete and Win: How CPFCU Grew by Deepening Trust with Members
Dort Financial CU Activated Multiple Municipalities Within 5 Months of Onboarding ModernFi, Opening a New Growth and Member Segment
Targeted, Trained, Activated: How Ascend Converted Member Insights into Deposit Growth in Two Weeks
Optimizing Value from Existing Relationships: How Holy Rosary Strengthed Its Member Offering and Unlocked Deposit Growth with ModernFi
Turning Risk Into Growth: How Pima Federal Retained Millions During a Bank Acquisition
Columbia Credit Union: Winning Nonprofit Business with ModernFi’s Extended Insurance
Hoosier Hills Credit Union & ModernFi: A Partnership-Driven Launch for Extended Insurance
How CapEd Credit Union Streamlined Deposit Insurance and Strengthened Member Relationships through ModernFi CUSO
Empowering Front-Line Staff: How Four Points Credit Union Deepened Member Relationships through Extended Insurance Accounts with ModernFi CUSO
Credit Union 1 utilizes ModernFi to pursue public funds following Florida’s new law
5Point Credit Union targets member growth and retention with extended deposit insurance
Royal Credit Union leverages ModernFi to support and grow its business member relationships
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Deposits are the foundation of our industry, and controlling this essential asset is critical, particularly for community and regional banks competing with larger players. By keeping governance in the hands of member banks, without outside intermediaries, we ensure the [NBID] network operates as a true coalition on behalf of its participants.
ModernFi gave us everything we needed from training videos, marketing flyers, and conversation starters. It was all clear, easy to use, and backed by support whenever I needed it.
Reciprocal networks allow us to better serve clients of all sizes. Through NBID, we finally have oversight over a service that has quickly become essential to our growth and stability, and we benefit financially from its success.
ModernFi provided a platform for us to own the full deposits relationships with organizations whose mission align with ours. We’re grateful for the partnership and support in serving large members that were previously out of reach.