Milestone underscores rising adoption of data-driven engagement strategies across community financial institutions
Vertice AI today announced that it has signed its 50th client, marking a major milestone in the company’s mission to help community banks and credit unions harness AI to strengthen customer relationships and deliver meaningful, personalized service.
Unitus Community Credit Union (Unitus), GHS Federal Credit Union and Truliant Federal Credit Union (Truliant) are all among the new financial institutions now partnered with Vertice AI to enhance member relationships and create personalized financial experiences. These institutions join a rapidly expanding client community leveraging the platform to gain deeper insights into consumer behavior, forecast financial needs, and create highly tailored interactions that empower account holders to make more informed decisions about their financial lives.
“Adopting Vertice AI is starting a new chapter in how we leverage data to serve our members and grow our member relationships,” said Char Sears, Chief Growth Officer of Unitus. “The platform will enable us to harness the full potential of our existing data, turning it into a guide for anticipating member needs and personalizing outreach. With this AI-powered solution, our team can make quicker, data-informed decisions that drive measurable growth, deepen member relationships, and reinforce our commitment to tailored service.”
The company’s momentum follows several strategic advancements earlier this year, including the launch of its Vertice AGENT interactive copilot, which was awarded Best of Show at FinovateFall 2025. Vertice AI also introduced Vertice ACQUIRE and Vertice COMPOSE, two solutions designed to helpcommunity financial institutions identify prospective members and scale customized outreach through AI-assisted copywriting to connect members with relevant financial resources.
GHS Federal Credit Union CEO Chad Williams said, “As we shape GHS’ strategic direction, we see a tremendous opportunity to transform our credit union into a more data-driven organization. Our partnership with Vertice AI will be a key catalyst to accelerate that vision. The platform positions GHS to become an AI-powered credit union that uses data intelligence to guide decision-making, deepen trust, and provide the personalized experiences our members expect.”
Additionally, Vertice expanded its integration ecosystem through Jack Henry’s Vendor Integration Program (VIP), as well as strategic partnerships with industry leaders such as Filene Research Institute and Vizo Financial Corporate Credit Union. Each of these collaborations has accelerated AI adoption and equipped credit unions with tools to drive more meaningful member impact.
“Reaching this milestone reflects the growing recognition that AI is a real force multiplier to growth and personalization for community financial institutions,” said Mitch Rutledge, CEO of Vertice AI. “More institutions are seeing the tangible benefits of prioritizing data-driven strategies and embracing modern AI tools to fuel smarter personalization and stronger growth. Our platform simplifies that transition for institutions of all sizes by quickly turning complex data into clear, actionable insights and providing measurable account holder intelligence that drives growth.”