No external form links
Members can complete the journey inside your app without being sent to an unfamiliar website.
✦ Custom forms built with AI
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 your app
Secure portal submissions
✦ CU Flow Studio
Form ready
Add a short confirmation screen
Your Credit Union
Open another account
We have filled in the details we already know.
✓ Member details added securely
Alex Morgan
Regular SaverEasy Access
Optional
Open my account
Built in minutesUsing a simple prompt
Member data addedNo need to type it again
A better member experience
Keep members inside your app.
CU Flow makes forms feel like part of the service your members already know, not another website they have to navigate.
Do not ask for information twice
Where the data is available from your core system, CU Flow can fill in details you already hold about the member.
Clear forms that are easy to use
Each journey is presented in a clean interface that works well on a member's phone.
More than data collection
Use forms to give members access to more services and make it easier for them to take part in their credit union.
Any form you need
From everyday requests to community support.
Your team can use CU Flow to create forms for products, services, campaigns and member engagement.
Open an account
Let existing members choose and request another account without entering all their details again.
Foodbank referrals
Make it easier for members to ask for support or be referred through a clear, private journey.
Lottery applications
Give members a simple way to join your lottery from the app they already use.
Information updates
Collect changes, declarations or additional information using the member details already available.
Member surveys
Ask questions and collect feedback without sending members outside your app.
Your own custom form
Describe what you need. CU Flow can create the questions and journey for your credit union.
Built by asking
You describe it. AI creates the form.
Credit union staff do not need to learn a complicated form builder. Tell CU Flow what the form should do, review the result and make changes in plain language.
Describe what you need
Explain the purpose of the form, who it is for and what information it should collect.
Review the form CU Flow creates
See the member journey, the questions and any data being filled in from your core system.
Ask for changes
Add a question, change the wording or adjust the flow by describing the change.
Publish it inside your app
Make the finished form available to members without building a separate website journey.
Member submissions
New18
In progress7
Complete42
Foodbank referralAlex M.Review
Open an accountSam K.New
Lottery applicationPriya D.New
Member updateChris J.Review
Securely into your portal
Your team can see what needs action.
Completed forms arrive securely in the CU Apps portal. Credit union staff can review each submission and take the next step.
- One place for completed forms
- Clear information for staff to review
- Secure handling of member submissions
A simple flow for everyone
Prompt. Publish. Complete. Action.
CU Flow connects the staff experience and the member experience from start to finish.
Prompt
Your team tells CU Flow what the form needs to collect.
Publish
The finished form is made available directly inside your app.
Complete
The member checks known details and answers the remaining questions.
Action
The submission arrives in your portal for your team to handle.
Questions, answered
The practical bits.
CU Flow gives your team flexibility without creating extra work for members.
Can we create any type of form?
Yes. CU Flow can be used for product requests, member services, community support, engagement and other custom processes.
How do staff build a form?
Staff describe the form they need in plain language. CU Flow creates a draft that they can review and change by giving further instructions.
Do members have to leave the app?
No. CU Flow forms are designed to sit directly inside the credit union app, so the member can complete the journey without moving to another website.
Can member information be filled in automatically?
Yes. Where information is available through the core connection, CU Flow can add details that the credit union already holds about the member.
Where do completed forms go?
The submitted information arrives securely in the CU Apps portal, where credit union staff can review it and take action.
Can we change a form after it is created?
Yes. Staff can ask CU Flow to change questions, wording or the member journey before publishing the updated form.
One form system for your app
Make every member request easier.
See how CU Flow can help your team create useful forms and give members a much simpler way to complete them.
Book a personalised demo →