Rebranding Momentum Origence rebranded from CU Direct in 2022 and has maintained a strong marketing and thought leadership cadence, including Lending Tech Live events with high profile keynote speakers. This signals a receptive market and opportunities for co branded campaigns, events, and marketing partnerships that drive demand for lending technology solutions.

Embedded Financing Growth FI Connect launched in 2024 to enable embedded financing at the point of sale, complemented by partnerships with MSU Federal Credit Union and a SavvyMoney integration into arc OS. This shows a clear ecosystem and API driven expansion. Sales angle: offer API first lending capabilities, white label financing options, and joint go to market with credit unions and fintech partners.

Platform Leadership Arc OS is a loan and account origination system built on a modern tech stack including Azure Resource Manager, Microsoft Fabric, Sentry, and more. This positions Origence as a modernization partner for credit unions seeking scalable, secure lending platforms. Opportunity: propose upgrade paths, analytics enhancements, digital onboarding, and seamless integrations with CU ecosystems.

Credibility Edge Recognized as NACUSO 2023 CUSO of the year and active marketing campaigns bolster buyer trust. Leverage awards and campaigns to accelerate procurement with ROI case studies, reference accounts, and testimonials in proposals.

Growth Fit Revenue in the 250 to 500 million range and 201 to 500 employees indicate a mid sized enterprise with capacity to serve mid to large credit unions. This aligns with cross-sell opportunities for adjacent fintech solutions and scalable service contracts, particularly with existing credit union customers and partners.