Dallas, TX – August 21, 2025
CU Books, a trusted provider of white-glove bookkeeping and back-office services for credit unions, has officially merged with BankSocial, a leading innovator in digital banking, AI, and blockchain infrastructure. Together, they will deliver an integrated platform of people and technology designed to co-elevate credit unions and their members.
One Voice. One Vision.
The combined company brings together CU Books’ decades of operational expertise with BankSocial’s cutting-edge automation, Human-Powered AI™, and real-time data solutions. The result is a powerful flywheel: exceptional people paired with intelligent systems, creating a continuous cycle of service, insight, and innovation.
“Poor service can’t be fixed by software, but stellar service can be multiplied by it,” said Liz Winninger, EVP Strategic Partnerships BankSocial.
“By merging CU Books’ human expertise with our technology stack, we’re unlocking a new era of affordable, scalable, and member-first services for credit unions.” John Wingate, CEO BankSocial.
What Credit Unions Gain
- Speed & Accuracy: Faster turnarounds, greater scale, improved quality
- Cost Effectiveness: Shared-services model reduces back-office spend by up to 30%
- Greater Reach: Omnichannel contact center + self-service member tools
- Collaborative Innovation: Early adopters help shape the roadmap through co-design sprints
- Growth Enablement: Lending, marketing, and sales playbooks built-in
Why Now
The merger comes at a time when credit unions are under pressure to modernize while maintaining the community-first values that set them apart. By joining forces, CU Books and BankSocial enable credit unions to transform operations without sacrificing personal service—empowering employees and enhancing member trust.
“Strong relationships create loyal members; smart software scales that loyalty,” said Josh Cohagen, of CU Books. “Together, we’re ensuring credit unions can serve more members, faster, with less friction.”
Call to Action
Credit unions interested in becoming Architect Partners can co-create and pilot new capabilities, earning participation credits and beta discounts. This partnership model ensures that the needs of credit unions directly shape the future of the platform.
About CU Books
CU Books has provided trusted bookkeeping, accounting, and back-office services to credit unions nationwide for over four years. Known for its white-glove service, CU Books helps credit unions maintain accuracy, compliance, and efficiency.
About BankSocial
BankSocial powers compliant digital asset and financial infrastructure for credit unions, banks, and fintech platforms. Through embedded digital wallets, real-time payments, Human-Powered AI™, and blockchain-based liquidity networks, BankSocial helps institutions deliver modern, member-centric financial services.
