Information Security and Technology
Financial Crimes and Fraud Risk
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Information Security and Technology
Financial Crimes and Fraud Risk
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Case Study
11/9/26

Numerica Credit Union removes friction to help members save $500,000

Innovative Micro-Savings Integration Earns Numerica the Barrier Breaker Cobalt Award

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What you’ll learn:

  • How 1B+ Numerica Credit Union transformed member savings by launching DreamUp, a digital micro-savings tool that simplifies saving through behavior-based, automated actions integrated seamlessly into everyday banking.

  • Utilizing the Symitar® and SymXchange™ platforms from Jack Henry®, Numerica became the first U.S. credit union to adopt this innovative European fintech solution, overcoming technical and regulatory complexities through real-time core integration.

  • Within the first six months, members collectively saved nearly $500,000 – 30% above projected adoption – while reporting greater confidence, reduced financial stress, and improved financial habits.

  • This pioneering approach earned the credit union a 2026 Cobalt Award for removing obstacles to financial wellness.

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