Clearview FCU AI Score

AI Score: 4 of 5 stars, AI embedded in workflows

AI makes or shapes decisions inside a business process: AI-driven loan decisioning or underwriting, AI in collections, document processing or onboarding, AI routing in the contact centre.

In a March 2026 American Banker podcast, Clearview's CIO says staff use Microsoft Copilot and are being trained on AI, that the credit union uses Zest's "Lulu" tool for lending and portfolio/5300 analysis, and that its RPA team is building agentic AI automations measured by hours saved. The automation work sits inside business processes, but nothing public describes agents acting with per-action h

• How Clearview FCU's CIO gets employees to use and trust AI americanbanker.com · Tue, 03 Mar 2026 · news
  “We also have a big NRPA department that is getting into automations using Agentic AI, and that one's an easy group because we measure the number of hours saved in a year”
• How Clearview FCU's CIO gets employees to use and trust AI americanbanker.com · Tue, 03 Mar 2026 · news
  “We also have Copilot, and there's another product called Lulu, which is from Zest, which is geared towards lending and Credit Union 5300 reports”
• How Clearview FCU's CIO gets employees to use and trust AI americanbanker.com · Tue, 03 Mar 2026 · news
  “so just to do analysis on how you're faring, how your portfolio is faring and things like that”
• How Clearview FCU's CIO gets employees to use and trust AI americanbanker.com · Tue, 03 Mar 2026 · news
  “what we've been trying to do at Clearview is get people trained on the use of AI, how it's to be used so we can start that changing of processes and job functions moving forward”

Filed signals, from the credit union's own NCUA call report (Q2 2026): uses fintech partners, fintech auto lending, fintech mortgage lending, fintech unsecured lending, fintech lead generation (members), fintech lead generation (shares), fintech P2P payments, fintech for communication / chat, online membership application, online loan application, online account opening, online loan payments, bill payment, account aggregation, e-signature, e-Statements, external transfers / ACH, remote deposit capture, mobile payments. These are relationships and channels, not AI as such.

The AI Score runs from one to five stars; one star, no public evidence, is never shown on a credit union. Scores and sources for every credit union: CU AI Ready Report.