2026 Quarter One & Quarter Two Release Notes

Overview

In the first half of 2026, Rise Analytics introduced enhancements designed to help credit unions gain clarity faster, act with confidence and deepen member relationships. Together, these updates made analytics more accessible, actionable and strategically valuable for leaders across the organization. Explore the highlights below, and stay tuned for even greater value in the second half of the year.

Finn: AI-Powered Financial Intelligence

In Q1, we introduced Finn, Rise Analytics’ AI-powered financial intelligence agent. With Finn, credit unions can accelerate executive insights, strengthen strategic planning and reduce reliance on technical resources. In Q2, we expanded access to Finn so more users across the organization could quickly answer business questions and accelerate decision-making. Finn helps credit unions:

• Gain clear, explainable insights and compare performance against industry peers.
• Turn natural-language prompts into visualizations and dashboards that can be saved and shared across teams.

Q2 updates to Finn included:

• Expanded access to Finn, enabling more users to benefit from AI-driven analytics and self-service insights.
• Added CSV exports for Finn-generated insights, making it easier to share findings and collaborate across teams.

Transaction Enrichment: Deeper Understanding of Member Behavior

In Q1, we updated our Transaction Enrichment solution to help credit unions better understand member behavior and identify more targeted growth, marketing and engagement opportunities. We also added a feature to detect fraud and ensure you’re able to protect your most vulnerable members by reducing fraud losses. These updates included:

• Expanded transaction insights to include all loan and deposit activity with enriched merchant and channel data.
• Added visibility into Buy Now, Pay Later (BNPL) transactions and new Spending Personas, giving teams a clearer view of member habits and opportunities for personalized engagement.
• Transaction Enrichment Anomaly Detection identifies unusual spending patterns, geographic anomalies and high-risk transactions.
• New Spending Personas within Member Segmentation leverage cleansed merchant data from Transaction Enrichment to automatically categorize members based on spending behaviors, purchase patterns and lifestyle preferences. 

Enhanced Perspectives for Leadership

Leadership teams need a clear, reliable view of performance to make confident decisions. In Q1, we made updates that strengthened executive reporting, board presentations and operational decision-making. In Q2, we expanded financial visibility to further support strategic planning.

• Improved account and membership status logic so dashboards better reflect true activity across the organization.
• Made it easier to exclude voided transactions from reporting for cleaner financial views.
• Introduced Balance Sheet and Revenue & Expense reporting capabilities to give leaders a broader view of financial performance.
• Expanded flexibility for analyzing key financial KPIs and performance metrics, helping teams connect insights to planning and action.
• New Executive Credit Card Summary dashboard provides leadership-level visibility into card portfolio performance.

Deeper Member & Relationship Intelligence

Because member relationships are central to every credit union, our Q2 updates helped leadership better understand member relationships, evaluate branch performance and identify opportunities to strengthen engagement.

• Added visibility into a member’s current branch assignment, not just the branch where the relationship originated.
• Enhanced member and branch-level insights to provide a clearer view of relationship ownership and performance.
• New Lumin Digital Banking integration delivers digital banking activity into the Data Warehouse and dashboards.

Enhanced Lending & Portfolio Visibility

Greater lending and portfolio visibility helps credit unions better understand performance today and prepare for what is ahead. In Q2, we made updates that improved visibility into lending performance, portfolio composition and growth opportunities.

• Expanded loan origination and credit card analytics with additional loan and collateral data, giving teams a more complete view of portfolio activity.
• Improved consistency of loan origination reporting through enhanced filter alignment, helping teams compare results with greater confidence.

Strengthening Data Governance & Control

At Rise Analytics, we continuously improve governance and security measures so credit unions can confidently share the right information with the right stakeholders. In Q2, we made updates that supported stronger governance, improved data security and helped teams maintain appropriate control over sensitive information.

• Added role-based access controls for report drill-through details, allowing administrators to manage visibility by user role.
• Enhanced secure insight distribution while maintaining appropriate access to sensitive information.

The Bottom Line

The enhancements we delivered in the first half of 2026 moved Rise Analytics beyond traditional reporting and toward faster, more actionable intelligence for modern credit union leadership. With AI-assisted answers, clearer executive reporting, deeper member intelligence and stronger governance controls, credit unions can make more confident data-driven decisions, support sustainable growth and deliver greater value to their members.