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For Credit Unions

Compliance you can count on. Improved member experience.

Start with a personal demo
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  • Eliminate paperwork
  • Automate tasks, processes & decisions
  • Provide data insights
  • Increase efficiency

Automate with confidence: 

Balance member service with operational demands


You're dedicated to a member-first mission, but daily operational tasks and overwhelming compliance standards get in the way. Manual, paper-based processes and fragmented systems create significant challenges for credit unions, increasing risk, straining staff and delaying resolution for members. These inefficiencies don't just slow you down. They jeopardize your ability to deliver the exceptional service your members deserve.

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  • Eliminate paperwork
  • Automate tasks, processes & decisions
  • Provide data insights
  • Increase efficiency

90%

Reduced time to intake disputes

By digitizing and automating key parts of the dispute management process, FINBOA solutions eliminate manual tracking and data entry. This allows your team to complete the entire dispute intake process in a single click — reducing errors, improving data accuracy and accelerating processing times.

50%

Reduced claim processing time

FINBOA’s process automation digitizes paper-based workflows, centralizes document management and streamlines communication. This results in a significantly faster claim processing time, with most customers seeing up to a 50% reduction.

50%

Or more reduced write-off threshold

FINBOA solutions improve accuracy and efficiency enabling your institution to better manage claims and avoid unnecessary losses. By eliminating manual errors and providing timely access to decision-making information, some clients have been able to reduce their write-off threshold by 50% or more and lower average claim-related loss.

Seamless compliance for credit unions

FINBOA understands the unique pressures credit unions face. Our intelligent back office automation solutions free you from the administrative grind, enabling your team to dedicate more time to members and strategic growth. With our proven compliance-based intelligent automation solutions, you can transform your operations, mitigate risk and ensure seamless compliance, all while staying focused on exceptional member service.

Maximize your mission

FINBOA empowers credit unions to honor their mission, transforming operational challenges into opportunities for member-centric growth and competitive advantage.

Elevate the member experience

Our automation solutions streamline tedious processes, freeing up your team to engage in more meaningful work to deliver value for members. This commitment to exceptional service reduces accountholder risk and strengthens member loyalty.

Achieve operational excellence

Say goodbye to manual rekeying, spreadsheets and time-consuming paperwork. FINBOA replaces outdated, inefficient systems with seamless, digital workflows, boosting efficiency and empowering your team to excel.

Reduce compliance risk and cost

Navigating complex regulations shouldn't be a financial burden. Our solutions are designed to automate your compliance processes, helping you reduce regulatory risk, operational costs and regain control over losses due to overwhelming dispute processing volumes..
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Start with a demo

Connect with our experts to see how FINBOA delivers real, measurable impact.

Book a demo
“After realizing a 500% ROI through efficiency improvements and error reduction, FINBOA Payment Disputes automation is clearly one of the best fintech investments we’ve made in a long time.”
MattSpeare_CarterBank_DkGray_Bckgrnd_2

Matt Speare

COO

Carter Bank

Read Case Study

Frequently asked questions

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Game-changing dispute transformation

Sandia Area Federal Credit Union needed to replace an inefficient manual dispute process that risked compliance and burdened their team. By implementing FINBOA's Reg E Dispute Tracking solution, they achieved a  99% success rate in meeting regulatory timelines. Sandia now enjoys greater efficiency, boosted employee morale and an improved member experience.

Read the case study

FINBOA Insights

All articles

Article

FINBOA Adds Key Sales and Marketing Leaders to Drive Next Phase of Growth

Clendaniel and Huffman join to accelerate revenue, amplify the brand, propel market momentum December 16, 2025 – ...

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FINBOA Adds Key Sales and Marketing Leaders to Drive Next Phase of Growth

Article

FINBOA Named to 2025 CU Times Luminaries Awards

Second Consecutive Nomination in Credit/Debit Payment Solutions Category October 27, 2025 – FINBOA, Inc., a leader in ...

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FINBOA Named to 2025 CU Times Luminaries Awards

Article

Carter Bank Achieves a 500% ROI by Automating Disputes

A Shift to Intelligent Automation Led to Reduced Compliance Risks and Improved Operational Efficiency Carter Bank & ...

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Carter Bank Achieves a 500% ROI by Automating Disputes

See FINBOA in action

Our personalized demo is your opportunity to discover why FINBOA is the intelligent automation solution for both your immediate needs and your future growth. 

You'll connect directly with our experts, who will demonstrate how our adaptable platform not only tackles your current operational challenges but also scales with you, ensuring lasting efficiency, compliance and competitive advantage. 

Connect with our experts to see how FINBOA delivers automation processing solutions that enable your growth and instill confidence with your staff and members.

In your demo session, you'll discover how to:

  • Eliminate paper and disparate manual systems to enhance operational efficiency.
  • Digitize intake to improve accuracy and account holder experience.
  • Automate processing to increase compliance and reduce financial risk..
  • Increase accuracy, timeliness and transparency  with unified workflows.
  • Gain actionable insights with timely access to data, reports and analytics.