Foundational, Secure AI
for Credit Unions

Our Data. Our AI. Our Movement.

What if there were a Foundational AI Engine…

  • Built specifically for Credit Unions?
  • Used only by Credit Unions?
  • And endorsed by the Movement's leadership?
  • Trained on familiar, respected, and approved data?
  • Focused on trust and transparency?
  • Which ensures no unintended data is shared with Big Tech or the public?
CUltivate mobile app screenshot
A CUSO built by
Filene Research Institute
Vertice Analytics
Vizo Financial Corporate Credit Union
Majority owned by credit unions & the credit union movement
For Credit Unions

AI Must Prioritize Trust & Member Privacy.

Credit Unions are falling behind in digital transformation, especially in AI. Many lack the scale, talent, or urgency to compete with larger banks or fintechs.

Jim Marous — co-publisher, The Financial Brand

Credit Unions face significant barriers to AI adoption, including legacy systems, limited data infrastructure, and cultural resistance to change.

Filene Research
Proven Success

Healthcare's OpenEvidence Model

Clinicians seek reliable information to guide their care of patients and want the best scientific evidence readily accessible. OpenEvidence has rapidly established itself as a favored resource among clinicians.

Dr. Kirsten Bibbins-Domingo — Editor-in-Chief, JAMA

🏥 Mayo Clinic Launch
Initiated from a trusted leader in healthcare, ensuring credibility.
📚 Elite Medical Training
Data from top journals (NEJM, JAMA) and continuous physician feedback.
✅ AMA Endorsed
Official backing from the American Medical Association.
📈 Widespread Adoption
Used in >10,000 hospitals nationwide, with ~40% of U.S. Physicians on board.
💰 Strong Funding
Closed a $200M Series C funding round at a US$6.1B valuation.
🎓 Expert Leadership
Led by Harvard PhD in Applied Math, Daniel Nadler.
The Difference

Why CUltivate?

🔒

Secure Member Data

Manages the risk of member data exposure.

⚖️

Simplified Compliance

Eases compliance and regulatory requirements.

🤝

Reliable AI Models

Limits model hallucination and related liability.

🛠️

Control & Customization

Provides significant control and meaningful customization.

🌱

Aligned with CU Mission

Ensures alignment with credit union values and objectives.

🛡️

Private Inference Data

CU-AI ensures no inference data ever reaches public providers.

CUltivate

Your Industry-Owned, Secure AI for Credit Unions

A customized and secure Foundation AI Model, built by and for Credit Unions.

  • 💬

    Easy Access

    CUltivate is accessed and utilized just like any Public AI Platform (e.g., ChatGPT, MS Co-Pilot, Anthropic, etc.).

  • 🎯

    Optimized for CUs

    CUltivate is driven foremost by its CU-specific LLM, but leverages other models and tools valued by credit union users.

  • 🔒

    Secure & Compliant

    CUltivate is continuously trained on credit union collateral and other CU-concerned information deemed acceptable by a special council of CU delegates.

  • 🏗️

    Foundational Platform

    As a platform technology, CUltivate can be used as a foundation for credit union-specific knowledge bases, Fintech Chatbots, and more.

CUltivate platform in use
CUltivate

Better Service, Stronger Competitiveness, Greater Outcomes for All

📊

Higher Training Data Volume

Higher training data volume, all from CU sources, results in more appropriate, accurate, and reliable models.

🔀

Broader Data Variety

Broader, more varied training data increases the versatility of our LLM and other models.

Economies of Scale

The collective power of the Movement leads to lower costs and shared success for all.

News and Press

Heard from the Movement

We created CUltivate to give credit unions a responsible approach to AI; we enable them to keep up with an aggressive pace of change and reap the benefits of AI without compromising the principles they stand on.
MR
Mitch Rutledge
CEO & Co-founder
Vertice AI
CUltivate has the power to transform our member credit unions' operations, solving for real pain points such as vendor evaluations, regulatory and trend analysis, and process optimization. We are proud to be a part of the new standard for credit unions implementing AI in a responsible, secure and compliant way. It's the embodiment of the credit union movement.
FE
Fred Eisel
CEO
Vizo Financial
Helping credit unions adapt and thrive in emerging areas like AI is a primary focus of ours at Filene. Making our research more accessible through this model empowers credit unions to save time, boost productivity and differentiate, supported by trusted industry data.
MM
Mark Meyer
CEO & President
Filene Research Institute
Credit unions across the board are challenged with effectively leveraging AI; adoption is typically either uneven or slow, which can leave an institution dangerously behind. We created CUltivate to bridge this divide with a trusted, responsible common denominator for AI in the credit union industry.
AV
Anthony Volpe
CEO & Co-founder
CUltivate
Press Release
New CUSO provides a credit union specific alternative to ChatGPT, CoPilot and other generic LLMs built with the trust, transparency and privacy credit unions require

Filene Research Institute, Vertice AI and Vizo Financial have formed a new Credit Union Service Organization (CUSO), CUltivate. The CUSO today announced the introduction of a foundational AI model trained directly from industry content and channels. CUltivate is structured to be majority owned by credit unions and the credit union movement, ensuring the platform is governed by and accountable to the industry it serves.

This is the first credit union specific alternative to generic services like ChatGPT, CoPilot or Claude that provides the necessary guardrails and meaningful context to meet credit unions' unique needs for privacy of member information, transparency around training materials and use, and trust in AI responses. The platform will enable credit union employees, leadership and ecosystem partners to effectively and responsibly leverage the power of AI, ultimately serving members more efficiently.

CUltivate's purpose-built solution includes both a chat interface for direct AI interaction and sophisticated infrastructure for developers to build on its capabilities; it's a foundational AI model that the credit union movement can rely on. Credit unions can leverage CUltivate for a wide range of powerful use cases, including regulatory assistance, vendor evaluation, content creation, process optimization and knowledge management improvement at the branch level, macro trend analysis, community impact ideation and more.

"We created CUltivate to give credit unions a responsible approach to AI; we enable them to keep up with an aggressive pace of change and reap the benefits of AI without compromising the principles they stand on. AI continues to dramatically transform how businesses operate and compete. For credit unions, taking a hesitant or disparate approach can mean that adoption remains slow and inconsistent, a danger to the credit union movement. We're here to help leaders of all size institutions fully embrace this opportunity."
— Mitch Rutledge, CEO and Co-founder, Vertice AI

The CUltivate model is trained on rich credit union industry data from reputable channels, enhanced with time‑sensitive information to keep outputs current and relevant. And, it is minimizing the risk of bias and misinformation from AI with an advisory committee of respected credit union experts and leaders to oversee data selection for ongoing training and updates.

"CUltivate has the power to transform our member credit unions' operations, solving for real pain points such as vendor evaluations, regulatory and trend analysis, and process optimization. We are proud to be a part of the new standard for credit unions implementing AI in a responsible, secure and compliant way. It's the embodiment of the credit union movement."
— Fred Eisel, CEO, Vizo Financial
"Helping credit unions adapt and thrive in emerging areas like AI is a primary focus of ours at Filene. Making our research more accessible through this model empowers credit unions to save time, boost productivity and differentiate, supported by trusted industry data."
— Mark Meyer, CEO and President, Filene Research Institute
"Credit unions across the board are challenged with effectively leveraging AI; adoption is typically either uneven or slow, which can leave an institution dangerously behind. We created CUltivate to bridge this divide with a trusted, responsible common denominator for AI in the credit union industry."
— Anthony Volpe, CEO and Co-founder, CUltivate

CUltivate is intentionally structured to be majority owned by credit unions and the credit union movement. With anchor investment already secured, the CUSO is now inviting additional aligned credit unions and ecosystem partners to participate in completing the round. This ownership model ensures that the foundational AI infrastructure serving the industry is governed by cooperative principles and not controlled by outside technology vendors. Credit unions can deploy CUltivate within hours without integration work. Visit getcultivate.ai for more information.

About CUltivate

CUltivate is a CUSO that provides the only foundational AI solution purpose-built for credit unions. The AI model is trained directly from credit union content and channels, providing high levels of trust, transparency and member privacy. Formed by Filene Research Institute, Vertice AI and Vizo Financial, CUltivate is the foundational AI model that the credit union movement can rely on. Visit getcultivate.ai for more.

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