OM Financial Group specializes in providing sound advice to credit unions about Supplemental Executive Retirement Plans (SERPs) to help reward and retain their key executives and employees. Our goal is to educate credit union executives and their boards, so they can make informed strategic decisions that are in the best interest of their credit union for years to come.

Questions? Contact Morgan McKinney, Executive Benefit Consultant at wmmckinney@om-financial.com or 918.315.0960 

Exagens fuses data and behavioral science to enable credit unions to automatically and proactively deliver individualized, emotionally and financially compelling digital experiences to their members and customers.  

With Behavioral Banking, we combine branches of research like machine learning, psycholinguistics, and behavioral economics to offer true individualization, to address the segment of one, at scale. Speaking to the person (not a persona) by using insights directly about them, their money, and their community, offering suggestions specifically designed to improve their financial situation. The result is an increase in engagement, trust, and ultimately acceptance of the right offer.

Questions? Contact Marie-Eve Reid, Senior Marketing Manager at marie-eve.reid@exagens.com or 514.910.7587