CU Flow
Describe the form. CU Flow builds it.
Create any form your credit union needs and place it directly inside your app. Known member details are filled in, so members only answer the questions that matter.
- Build with a prompt
- Forms stay inside the app
- Secure portal submissions
Forms made for your app
Collect what you need without making members start again.
CU Flow combines an AI-first form builder for staff with a simple, connected experience for logged-in members.
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Build forms with AI
Describe the form in plain language. CU Flow creates the structure, questions and logic for your team to review.
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Keep members in the app
Members complete the form inside the credit union app instead of being sent to another website.
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Prefill known information
Use data available from the core so members do not retype details the credit union already holds.
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Create any custom form
Build account requests, lottery applications, referrals, surveys, updates and other member journeys.
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Receive data securely
Completed forms arrive securely in the CU Apps portal for authorised staff to review and action.
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Manage forms yourself
Create, review, publish and update forms through one staff workspace.
One system, many uses
If you can describe it, you can build it.
CU Flow gives credit unions the flexibility to create the forms their members and communities actually need.
- Open an account
- Lottery applications
- Foodbank referrals
- Member surveys
- Update information
- Create a custom request
How it works
From one prompt to a live member form.
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01
Prompt
Tell CU Flow what the form needs to collect and what it should achieve.
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02
Review
Check the questions, member data, logic and final submission before publishing.
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03
Publish
Place the form directly inside the credit union app for members to complete.
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04
Action
Receive the information securely in the CU Apps portal and move the request forward.
Questions
What credit unions ask us.
ISO/IEC 27001:2022 certified
Visit our Trust CenterDo staff need to build forms manually?
No. CU Flow is AI first. Staff describe what they need, then review and refine the form through prompts.
Can a form use member information from the core?
Yes. Available member data can be used to prefill the form, subject to the core connection and the fields provided.
Do members leave the app?
No. CU Flow forms are designed to sit directly inside the logged-in app experience.
Where do completed forms go?
Submissions arrive securely in the CU Apps portal, where authorised credit union staff can review and action them.
See it working
Turn your next process into an in-app form.
Show us the request members struggle with today. CU Flow can make it simpler for them and easier for your team to manage.