Secure. Private. Proven. Proprietary.

AI-Accelerated Mergers for Credit Unions

The team behind the United FCU–Gold CU and UCCU–TransWest mergers—and dozens more over two decades.

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Let’s streamline your next merger—with zero downtime and total confidence.

About BIG

Reimagining Credit Union Mergers

In today’s fast-moving environment, credit union mergers must be efficient, compliant, and member-focused. At Best Innovation Group (BIG), we bring over 20 years of credit union merger and acquisition experience—backed by a proprietary AI-assisted merger framework that streamlines conversions without compromising security or service.

 

Our private, locally deployed AI models ensure all sensitive data stays inside your infrastructure—never exposed to public AI platforms or third-party APIs.

20+ Years of Credit Union Expertise

We’ve helped credit unions of all sizes navigate complex mergers for over two decades. Our deep industry knowledge ensures your merger process is smooth, strategic, and aligned with member needs.

AI-Assisted Merger Framework

Our proprietary, AI-driven tools optimize every step of the merger lifecycle—from discovery to conversion—enhancing efficiency while maintaining strict regulatory compliance and service continuity.

Data Privacy, Guaranteed

Your members’ data never leaves your infrastructure. Our locally deployed, private AI models eliminate the risk of public AI exposure or third-party interference, keeping your information secure.

Recent Success

Proven Results

  • United FCU + Gold Credit Union
    Full-service merger and platform integration—executed seamlessly.

Merger Services We Provide

No matter where you are in the journey, we’ve got the tools, tech, and team to get you there smoothly and securely.

Core Conversions

Seamlessly transition core banking systems with expert-led planning, execution, and support to minimize downtime and risk.

Digital Banking & Card Platform Transitions

Ensure a smooth migration of your digital banking and card services with minimal disruption to member access and experience.

Secure AI-Powered Data Mapping & Validation

Leverage private, AI-driven tools to accurately map, match, and validate data while keeping all sensitive information securely in-house.

Stakeholder Coordination & Staff Training

Align leadership, vendors, and frontline teams with coordinated project plans and comprehensive training programs.

Member Communication Planning

Develop proactive communication strategies that build trust, reduce confusion, and keep members informed every step of the way.

Post-Merger Optimization & Issue Resolution

Quickly identify, address, and resolve post-merger issues while uncovering opportunities for ongoing improvement and efficiency.

Trusted by Credit Unions. Proven by Results.

Why Choose BIG?

BIG combines industry veterans, secure AI-driven tools, and a proven playbook to help credit unions merge without compromise.
Over Two Decades of Experience
BIG’s leadership team, including WRG veterans, has helped dozens of credit unions navigate complex mergers with confidence.
We understand the intricacies of NCUA guidance, vendor protocols, and regulatory compliance across all stages of a merger.
Extensive experience with core systems both from and to: SymitarÂź, XP2Âź, Fiserv DNAÂź, and more.
We help resolve post-conversion issues like trailing transactions, ACH mismatches, and member servicing anomalies.
Our proprietary local AI models accelerate validation, mapping, and testing—without exposing your data to external systems.
We support your teams with communication templates, timing strategies, and messaging frameworks to ensure smooth member transitions.
We consistently deliver within tight timelines—like our 5-month delivery for UCCU–TransWest.
TESTIMONIALS

Hear What Our Partners Say About Working with BIG

From first conversations to final conversions, our clients have experienced the BIG difference firsthand. Here’s what they have to say about the journey and the results.

BIG, UCCU and TransWest met every milestone and kept the member experience front and center.

Matt Wilson
Matt Wilson CIO, UCCU
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