Services Company Layer

Fivancial CUSO: Human-Powered AI Services

Tech-enabled outsourced teams that supplement or replace your FI's operations. Marketing, support, accounting, and compliance—delivered with precision and scale.

Comprehensive Outsourced Services

From marketing to compliance, we provide expert teams powered by AI and deep FI knowledge

Marketing Services

AI-enhanced marketing campaigns that drive member growth and engagement

Content creation and campaign management
Social media strategy and execution
Email marketing and automation
Member acquisition and retention programs

Support Center

24/7 member support powered by AI copilots and trained financial services professionals

Multi-channel support (phone, chat, email)
AI-assisted ticket routing and resolution
Member onboarding and education
Technical troubleshooting and escalation

Accounting (CU Books)

Full-service accounting teams with credit union expertise and AI-powered analytics

Monthly financial statement preparation
GL reconciliation and journal entries
5300 call report filing and support
Budget planning and variance analysis

Compliance Services

Expert compliance oversight with AI-powered monitoring and audit trail management

BSA/AML program management
Regulatory reporting and filings
Policy development and review
Exam preparation and response

🤝 Human + AI

The Best of Both Worlds

Our teams combine human expertise with AI-powered tools to deliver superior results at scale

Expert Teams

Professionals with deep financial services experience who understand your FI's needs

AI-Powered Tools

Advanced AI copilots that enhance productivity, accuracy, and decision-making quality

Scalable Delivery

Flexible staffing models that scale with your needs—supplement or replace entire departments

Flexible Engagement Models

Choose how Fivancial CUSO works with your institution

Supplement Your Team

Augment your existing staff with specialized expertise and additional capacity

Fill skill gaps in specific areas
Handle overflow during peak periods
Work alongside your internal teams
Flexible scaling as needs change

100% Outsourced Arm

Fully outsource entire departments and let us handle operations end-to-end

Complete department takeover
Reduce overhead and staffing costs
Access to best-in-class tools and processes
Focus your team on core strategy

Ready to Enhance Your Operations?

Let Fivancial CUSO become your trusted partner for marketing, support, accounting, and compliance