Credit Union (CU) West

Financial analysts at CU West spent hours manually collecting data from multiple disparate sources and consolidating them into peer analytics reports. Tasks that should have been quick were consuming three or more hours at a time, limiting the team's ability to focus on strategic analysis.

CU West deployed Zest AI's LuLu platform — a generative AI lending intelligence tool — to automate data aggregation and visualization for financial analytics. The platform structures and compiles data points from multiple sources according to reporting needs, and has been rolled out across 10+ departments including marketing, finance, and operations.

Analytics tasks that previously took three hours are now completed in 10 minutes. CU West estimates savings of over 150 hours annually by switching to LuLu for data and insights. The platform has expanded beyond financial analytics into marketing outreach, operational efficiency, and deposit analysis.

• GenAI-powered data aggregation can dramatically reduce manual reporting time even at mid-size credit unions with limited analyst staff.
• Broad departmental adoption (10+ teams) multiplies ROI beyond the initial use case.
• Starting with one use case (peer analytics) and expanding organically is an effective adoption path for AI tools in credit unions.