Trust isn’t your problem.
Relevance is.
Especially with younger members.
Members trust you with the loan and the savings. Then they open the neobank on their phone for everything else.
They’d use you for more if the app did more. Budgeting, goals, a mortgage, a plan. The things they already trust you to be honest about.
Dimply gives your team those journeys. Built on your rules, signed off by compliance, and live in the app you already have.
Turn trust into a habit. Earn the next member.
Built by your team. Changed whenever you like.
Credit unions and financial institutions
building with Dimply
01. Know
Show them where
they stand.
Dimply works it out. From your systems, through your calculations, into the app. Every number the member sees is one you’d stand over.
Facts
Everything you know about the member, in one place. Balances, loans, savings, life stage. Pulled straight from your systems.
Connections
Core banking or your sector platform, CRM, open banking. Dimply connects to what you run, so the facts are always current.
Insights that lead somewhere
Savings goals, loan readiness, what changed. Worked out from the facts, and each one the start of a journey.
02. Act
Let them do
something about it.
Knowing isn’t enough. The moment a member decides, it should happen. In the app, on your rules.
Journeys
Apply for the loan, start the mortgage, set the goal. Guided, step by step, built by your team.
Picks up where they left off
Start on the phone, finish on the laptop. It’s still there.
Holi
When they’d rather ask than tap. Same journey, in conversation, same rules.
03. Return
Give them a reason
to come back.
Each useful moment earns a little more trust. Dimply makes sure the next one shows up when it’s wanted, whatever they hold with you.
Triggered on facts
Money comes in: suggest a savings goal. Spending gets tight: suggest a budget. A big expense is coming: offer the loan before they look elsewhere. Your rules decide when.
Across everything they hold
Savings, loans, mortgages, insurance. One layer, one member view, one app.
Built by your team
And changed whenever you like. The journey that worked last month gets better next month.
Enterprise Ready
Built for how credit unions actually work
Security. ISO 27001 certified. SSO, RBAC, and data-level permissions.
Compliance. Full audit trails and version history, with every interaction logged. Roll back any time.
Accessibility. WCAG 2.1 AA compliant components, ready for the European Accessibility Act.
Scale. Serving millions of end users across banking, insurance, wealth and pensions.
Eyebrow
The Dimply stack for credit unions
Facts Engine
Facts Engine. What you know about the member, pulled live from core banking or your sector platform, open banking, your CRM and third parties. 50+ financial facts ready to use, or bring your own. Five open banking providers live.
Calculations Engine
Calculations Engine. What you can work out from those facts: loan affordability, savings goals, budgets, mortgage eligibility. Your formulas, run exactly as written. AI never does the maths.
Experience Builder
Experience Builder. Describe the journey and it’s built: a loan application, a savings goal, an insight for one member. Your compliance team signs it off before a member sees it.
Holi
Holi. Your AI agent. Put it in front of members to run your signed-off journeys in conversation, or plug it into the agent you already have.
Facts Engine. What you know about the member, pulled live from core banking or your sector platform, open banking, your CRM and third parties. 50+ financial facts ready to use, or bring your own. Five open banking providers live.
Calculations Engine. What you can work out from those facts: loan affordability, savings goals, budgets, mortgage eligibility. Your formulas, run exactly as written. AI never does the maths.
Experience Builder. Describe the journey and it’s built: a loan application, a savings goal, an insight for one member. Your compliance team signs it off before a member sees it.
Holi. Your AI agent. Put it in front of members to run your signed-off journeys in conversation, or plug it into the agent you already have.
FAQ.
Does it work with our core?
Yes. It runs on top of whatever you’ve got, whether that’s a shared sector platform or a core like Temenos, Jack Henry or Fiserv.
We don’t have developers.
You don’t need them. Your team describes the journey, it’s built, compliance signs it off. And if you’d like help, we offer implementation services: Dimply builders work alongside your team on the first journeys.
Is it built for our regulation?
It’s built for regulated financial services from the start. Nothing reaches a member until your compliance team has signed it off, every version is on record with a full audit trail, and any change can be rolled back. It runs on your rules and your SSO, and it’s ISO 27001 certified.