Frictionless credit union back-office
Guide Solutions is a one-stop solution for operational, compliance, and back-office needs. Unlike larger providers, we focus specifically on small to mid-sized institutions, providing them with affordable, scalable, and trusted support.
Our platform combines compliant infrastructure, expert operators, and modular fintech tools that plug into your organization. From onboarding to lending and payments, we handle the busywork and the risk controls so you can move faster with confidence.
Our Services
What we offer
> Digital onboarding, KYC/KYB, CIP > Account opening, funding, and card issuance > ACH, wires, bill pay, RDC, disputes > Contact center and member support playbooks
> LOS/LMS integration > Application processing, decisioning workflows > Verification, stip collection, e-signature > Boarding, servicing, payment processing, collections
> BSA/AML program design and monitoring > OFAC, sanctions screening, adverse media > Fraud rules, case management, SAR/CTR prep > Policy library, training, audit support, exam readiness
> GL reconciliation, settlement, break management > Daily ops reporting and KPI dashboards > Vendor management and third-party risk > NCUA reporting packages and regulatory updates
> API layer to connect cores and fintech partners > Data pipelines and analytics workspace > Identity, access, and role-based controls > DR/BCP, logging, and observability
> Product launch kits and pricing guidance > Member marketing ops and lifecycle journeys > Cross-sell programs and offer testing > Portfolio health reviews and ROI modeling