CU Solutions Group

What CU Solutions Group does

CU Solutions Group, now operating as Navari, is a private US-based B2B SaaS provider founded in 1996 and headquartered in Livonia, Michigan. The company sells an integrated platform exclusively to credit unions across three product pillars: HR Performance Solutions (Compease for compliance-driven HR performance management, Performance Pro with engagement and recognition modules, plus The Learning Center and Leadership Forum); Martech Solutions (MemberXP and BankingXP experience platforms, website design, secure hosting, digital accessibility via AudioEye, financial calculators via CalcXML, marketing automation via Marquis, WHITE64 media and creative services, and mobile and online banking via Access Softek); and Financial Empowerment (Love My Credit Union Rewards program with embedded TruStage insurance, Trust and Will, Tax Services, Save to Win, FIST Score, and equipifi integrations).

The platform is delivered as cloud-based SaaS with subscription and partner-integration revenue mechanics; pricing is quote-based via a 'Connect with an Expert' consultation flow rather than published tiers. Distribution combines direct enterprise sales to credit unions with channel motion through the dedicated League Partner Site for credit union league buyers and OEM/embedded distribution via integrated partner products.

The 2024 rebrand from CU Solutions Group to Navari is positioned by the company as a brand evolution rather than an operating change — products, services, leadership, ownership, and client access were preserved, while the unified brand reflects the platform's expanded scope across HR, experience, martech, and digital experience. The company is privately held with no disclosed funding rounds, no disclosed parent company, no disclosed M&A activity, and no disclosed leadership transitions. Its customer base is described as credit unions of all sizes in the United States, with no international footprint disclosed.

Name

CU Solutions Group

Legal name

CU Solutions Group

Website

https://cusolutionsgroup.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

101–250 employees

Short description

CU Solutions Group, rebranded as Navari in 2024, is a private B2B SaaS provider selling an integrated HR performance, martech, and financial empowerment platform exclusively to US credit unions via subscriptions and direct plus league-partner channels.

Ownership category

akta.pro rank

Product category

Credit Union Technology

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Activities Related to Credit Intermediation (5223)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Customer Success & Account Management CRM (HDAEAFAD)

akta.pro secondary industries

Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK), Customer Experience & Engagement (CRM, Support, Rewards, Loyalty) (FSAGAAAM)

Keywords

• Credit union technology
• HR performance software
• Marketing automation platforms
• Financial empowerment programs
• Member experience solutions

Headquarters

HQ city

Livonia

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. SaaS Platform Subscriptions: Subscription-based access to integrated HR performance, martech, and financial empowerment solutions. Products include MemberXP, BankingXP, Performance Pro, Compease, website design, hosting, and marketing automation.
2. Partner Product Integration: Integration and access fees for third-party partner products including Access Softek mobile banking, TruStage insurance, Trust and Will services, Tax Services, equipifi, and Save to Win programs.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

CU Solutions Group (now rebranded as Navari) provides a cloud-based SaaS platform serving credit unions across three integrated solution areas: Martech Solutions (MemberXP/BankingXP experience platform, website design, secure hosting, marketing automation, digital accessibility, mobile/online banking), HR Performance Solutions (Compease, Performance Pro with engagement and recognition modules, The Learning Center, Leadership Forum), and Financial Empowerment (Love My Credit Union Rewards, Save to Win, FIST Score for Credit Unions, and integrated partner services). The platform is purpose-built for the credit union vertical and distributed through direct enterprise sales and credit union league partners.

Product overview

CU Solutions Group (now rebranding to Navari) operates as a unified platform-plus-modules architecture serving credit unions across three main solution areas: Martech Solutions (experience platforms, website design, secure hosting, digital accessibility, financial calculators, marketing automation, media services, and mobile/online banking), HR Performance Solutions (Compease and Performance Pro with engagement, recognition, learning, and leadership modules), and Financial Empowerment (Love My Credit Union Rewards with integrated trust, tax, insurance, savings, and scoring services). The company rebranded to Navari in 2024 while maintaining all existing product functionality, access credentials, and support relationships.

Differentiator

Problem solved

Functional benefit

Brands

• MemberXP and BankingXP: Experience platform solutions for credit unions
• Compease
• Performance Pro
• The Learning Center
• Leadership Forum
• Love My Credit Union Rewards
• Marquis
• CalcXML
• WHITE64

Products and services

• MemberXP and BankingXP Experience platform providing member and banking experience solutions for credit unions, used to track member engagement and satisfaction.
• Website Design Website design services for credit unions as part of the Martech Solutions portfolio.
• Secure Hosting Managed secure hosting services for credit union websites and digital platforms.
• Compease HR compliance and performance management solution built for credit unions within the HR Performance Solutions portfolio.
• Performance Pro Comprehensive HR performance platform with optional engagement and recognition modules for credit union employee management.
• The Learning Center Learning and development resource for credit union employees within the HR Performance Solutions portfolio.
• Leadership Forum Leadership development program for credit unions within the HR Performance Solutions portfolio.
• Love My Credit Union Rewards Rewards and incentive program offered to credit union members, integrating partner services such as Trust and Will, Tax Services, and TruStage.
• Save to Win Savings incentive program that rewards credit union members for saving behavior with prize-based incentives.
• FIST Score for Credit Unions Financial institution health assessment tool used by credit unions to benchmark performance.

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature7 records

Partnerships

Seven partnerships are on record, tiered core.

• AudioEyecoreTechnology or IntegrationAudioEye provides digital accessibility integration for CUSG/Navari's website design platform, enabling credit union websites to meet ADA compliance standards. Integrated as part of the Martech Solutions suite.
• CalcXMLcoreTechnology or IntegrationCalcXML provides financial calculation tools embedded across CUSG/Navari's empowerment and martech platforms. Available under both Martech Solutions and Financial Empowerment sections, enabling member financial planning capabilities.
• MarquiscoreTechnology or IntegrationMarquis provides marketing automation technology integrated into CUSG/Navari's Martech Solutions suite. Enables credit unions to automate member communications and marketing campaigns.
• Access SoftekcoreTechnology or IntegrationAccess Softek provides mobile and online banking solutions integrated into CUSG/Navari's Martech portfolio. Enables credit unions to offer modern digital banking experiences to members.
• TruStagecoreTechnology or IntegrationTruStage insurance products offered through the Love My Credit Union Rewards program, providing credit union members access to insurance solutions as part of financial empowerment initiatives.
• Trust and WillcoreTechnology or IntegrationTrust and Will estate planning services offered through Love My Credit Union Rewards, enabling credit union members to access digital estate planning tools.
• equipificoreTechnology or Integrationequipifi financial solutions integrated into the Financial Empowerment platform, providing additional tools for credit union member financial wellness.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Jack Henry & Associates: Major banking-technology provider offering core processing, digital banking (Banno), and lending solutions to credit unions and community banks. Closely comparable as a long-tenured credit-union technology vendor with overlapping digital experience, payments, and marketing capabilities.
• Velera (formerly PSCU + Co-op Solutions): Credit-union service organization (CUSO) providing payments, digital banking, analytics, and consulting exclusively to credit unions. Highly comparable as a credit-union-only technology and services provider operating at similar scale.
• Alkami Technology: Cloud-based digital banking and data platform serving banks and credit unions. Comparable as a SaaS experience-and-engagement platform targeting the same credit-union buyer and overlapping on digital banking and member engagement.
• CUNA Mutual Group: Insurance and financial services company (TruStage) exclusively serving credit unions and their members. Directly comparable as a credit-union-vertical provider; CUSG is even a TruStage distribution partner via Love My Credit Union Rewards.
• Harland Clarke: Provider of marketing, print, and payment solutions to banks and credit unions. Comparable as a martech-and-communications vendor targeting the same credit-union buyer as Navari's Martech Solutions pillar.
• Q2 (a Fiserv company): Digital banking platform serving community banks and credit unions. Directly comparable as a SaaS experience-and-engagement vendor targeting credit-union digital banking and member engagement use cases.

Broad incumbents

• FIS (Fidelity National Information Services): One of the largest global banking-technology companies offering core processing, digital banking, payments, and wealth solutions. Comparable as a broad incumbent serving credit unions as a segment within a much larger banking-technology portfolio.
• Temenos: Global banking software provider offering core banking, digital, and wealth platforms. Comparable as a broad incumbent in the broader banking-software market that occasionally targets credit unions through partners.
• NCR Atleos: Banking and ATM technology provider serving financial institutions including credit unions. Comparable as a broad incumbent in banking-technology infrastructure that overlaps with Navari on secure hosting and digital channels.

Others

• Access Softek: Mobile and online banking technology provider serving credit unions and banks. An embedded technology partner of CUSG/Navari within the Martech Solutions suite, with overlapping digital-banking capability that makes it both a collaborator and an adjacent competitor.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@cusginc
• Facebookfacebook.com/cusolgroup
• LinkedInlinkedin.com/company/cu-solutions-group
• Xx.com/cusolgroup

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CU Solutions Group