Financial Services

Modernize your Member Experience

Serving your members is at the heart of your mission, while serving you is at the heart of ours. At UDig, we partner with financial services organizations to help you leverage your technology infrastructure to improve operations and modernize your member experience. With 20+ years of experience across the financial, private, and public sector, we can create and implement a data strategy that helps you exceed your members’ expectations, achieve your business goals, and simplify your digital transformation.

How we partner with Associations

Member Insights

Make better decisions, optimize your services, and improve member experience. UDig can help uncover the insights you need to support decisions that create more value for your members. We leverage advanced analytical tools and techniques to analyze member data and generate actionable insights that can help you better understand your members’ behavior, preferences, and needs. Leveraging our data capabilities, we can create a comprehensive data strategy that supports your business goals.

Technology Strategy

Define a comprehensive technology strategy that aligns with your business goals. Combining our expertise in technology strategy consulting with a collaborative approach, we help credit unions evaluate and select technology solutions that improve operational efficiency, enhance member experience, and drive business growth. Our services include technology assessment, strategy development, roadmap creation, and implementation support.


Digital Marketing & Onboarding

Attract and retain members with a superior digital experience. We specialize in creating custom digital marketing and member onboarding software that will enhance your digital capabilities, improve member engagement & retention, and help you achieve your business goals. Our services include software design and development, testing, implementation, and ongoing support.


Intelligent Automation

Save money and time by automating routine tasks. UDig can help you leverage Robotic Process Automation (RPA) to streamline your operations, increase efficiency, and reduce costs. RPA is a tool that automates repetitive, time-consuming, and mundane processes. We can do the process analysis, automation design and development, testing, and implementation to automate routine, manual tasks. With our expertise in RPA, financial institutions can achieve significant cost savings and operational improvements.

Download Data Strategy for Credit Unions eBook



Roadmap Provided Mid-Sized Bank with a Strategy to Foster a Data-Driven Culture

A mid-sized bank realized that poor data management was adversely affecting their efficiency as an organization. The organization became aware that countless hours were spent fixing data quality issues and performing complex, manual data processes prone to error across multiple departments. UDig partnered with the bank to gain a deep understanding of their current state and then built a 5-year data strategy roadmap to create a data-driven culture.


Enterprise-Wide Platform Integration Delivered for National Financial Institution

A Fortune 500 national financial institution partnered with UDig to assess, stabilize and deliver an enterprise-wide platform integration. The high profile project was at risk due to a variety of bugs, lack of platform expertise and shortage of resources. The client turned to UDig to not only get the project back on track, but assess their broader digital strategy, provide technical leadership and serve as subject matter experts.

Nancy Smith

Chief financial officer

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