The State of Agentic AI in Credit Unions 2025

Inform your own agentic AI strategy by learning how your peers are currently leveraging agentic AI, what impact they’re seeing, and what vendors they’re using.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Why Download This Report

Agentic AI is no longer experimental. It’s reshaping credit unions across lending, fraud, compliance, and member service. This first-of-its-kind report consolidates data from industry research, vendor analyses, and interviews with top credit union executives to give you a clear picture of:

Where adoption stands today
What’s driving the biggest ROI
How governance, skills, and strategy shape success
How governance, skills, and strategy shape success

Inside the Report

With AgentFlow – our all-in-one Agentic AI platform, companies can configure, deploy, and perform work witBased on data from leading sources, interviews with credit union leaders, and analysis of top agentic AI vendors.h multiple AI Agents seamlessly.

Download Now

Nearly half of credit unions have deployed conversational AI, but none are actively pursuing enterprise-wide AI adoption. — but only 1 in 5 reached maturity.

Leading adopters report 50%+ efficiency gains and millions saved in fraud prevention.

Talent gaps and legacy systems remain the top barriers.

Security first

Deployed on-prem or on your virtual private cloud, Multimodal is built to the highest enterprise-grade security standards, so no data leaves your walls.

Comprehensive security accreditation

Regular audits and penetration testing

Continuous monitoring and secure network architecture

Security & Trust

“AI isn’t replacing people — it’s helping them focus on higher-value work.”

Andy Mattingly
COO, FORUM Credit Union

About The State of Agentic AI in Credit Unions 2025

This 20+ page report explores how credit unions are deploying agentic AI, autonomous systems capable of executing multi-step workflows, across operations. It highlights adoption trends, vendor ecosystems, and regulatory readiness, offering actionable insights for leaders looking to scale responsibly.

Download Now
Adoption benchmarks & ROI metrics
Real-world examples: FORUM CU, Teachers FCU, Suncoast CU
Vendor analysis
Predictions for 2025 and beyond

Automate your banking workflows

Schedule a free 30-minute demo

See how AI Agents work in real time

Learn how to apply them to your business

Discuss pricing & project roadmap

Get answers to all your questions

Access Your Copy of the Report

Fill out the form below to receive your copy of The State of Agentic AI in Credit Unions 2025. You’ll get instant access to the PDF — no wait, no spam.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.