Credit unions strive to serve members personally, but analysts often rely on fragmented tools and manual checks across multiple systems. Evaluating a member’s 360° profile — financial health, application history, transaction activity, red-flag alerts, and eligibility for products like credit cards — typically requires toggling between databases, reports, and watchlists. This slows down decision-making and increases the risk of missing critical signals.

The Member Intelligence agent consolidates these efforts into a single, intelligent workflow. It ingests structured member databases (profiles, bios, financial accounts), unstructured sources (watchlists, case files, reports, transaction narratives), and compliance references. By linking these together, the agent surfaces a full picture of each member: current status, risk indicators, and personalized opportunities.

Instead of BI experts spending hours piecing together evidence, Corvic’s agent automates the heavy lifting. A simple query such as “Should this member be offered a credit card, and are there any compliance red flags?” triggers a multi-space analysis. The agent checks financial history, flags anomalies, cross-references external reports, and generates a consolidated insight with recommendations.

This means faster member decisions, better risk control, and a stronger foundation for personalized service — all while reducing analyst workload and human error.

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