Solutions Metrix

08/31/2026

Most credit union leaders I've spoken with react to AI like this: "That's really going to help us, and I am not putting member data online."

Both reactions are valid. A vendor presentation slide can fix neither.

So I wrote the article that I would love to give my clients when we first start talking about AI. No selling, no buzzwords, just plain English:

– The difference between LLM and AI, and why AI is not a novel technology to your credit union;
– Why integrating your core with your LOS was slow and expensive, and why things are finally changing;
– MCP servers and their connection (with a waiter and a cheeseburger example)
– An actual use case on Jack Henry Symitar: requesting a member's transactions and getting the results
– The most common question: can we end up having our members' data being published online? What that actually depends on.

If you're responsible for member operations, IT or digital transformation at a credit union, this is for you.

Read it below. And please, if you feel I got something wrong, leave a comment below — I would rather discuss it than not discuss it at all

As the principal of a system integrator that helps credit unions modernize and transform, I hear a lot of questions about AI — and, honestly, a fair amount of fear. So I want to explain, in plain terms, what AI actually is — define the handful of terms that keep coming up — and walk through co...

03/09/2026

Yesterday was International Women’s Day, and we couldn’t let it pass without taking a moment to recognize it.

At Solutions Metrix, we are proud to work alongside incredible women whose talent, leadership, and dedication make a meaningful impact every day. This day is an opportunity to celebrate the women on our team, in our industry, and around the world who continue to drive progress and inspire change.

International Women’s Day also reminds us of the resilience and determination of the women who fought, and continue to fight, for equality, opportunity, and recognition.

Yesterday, today, and every day, we celebrate the strength, intelligence, and achievements of women everywhere.

Here’s a message from the Solutions Metrix team. 💜

02/14/2026

Real love isn’t just about flowers, it’s about trust, support, and growth.

This Valentine’s Day, we’re reflecting on how to better love the people who matter most: your clients and members.

With Creatio + Solutions Metrix, you transform systems to serve your people, better, faster, longer.

Love the Transformation. Love Your Clients.

02/13/2026

Customers expect fast, clear answers, especially at moments that matter.

But when SMS, calls, and emails live in separate tools, conversations get fragmented, automation breaks, and teams spend time logging instead of engaging.

The Twilio SMS/MMS Connector for Creatio changes that by embedding two-way SMS and MMS directly into the CRM.
✔ Messages are logged automatically
✔ Workflows can trigger SMS
✔ Conversations stay tied to customer context

From appointment reminders to service updates, everything happens in one place.

Learn how CRM-native text messaging simplifies communication in our blog article [link]

02/12/2026

See you at ABA Conference for Community Bankers in Orlando ☀️

Solutions Metrix will be on-site in Orlando, FL, Feb 15–17 for ABA’s Conference for Community Bankers. Stop by Booth 313 to say hello.

Nicolas Bohly, Isabel Rios, and Brian Buzak will be there, excited to learn from community bank leaders and keep sharpening how we help banks unify data, improve operational efficiency, and deliver more seamless customer experiences through CRM strategy and digital ex*****on.

If you’re attending (or will be in Orlando), comment or DM us, we’d love to say hello and find time to connect!

02/08/2026

Halftime at the Super Bowl is when everyone watches the show… but it’s also where teams win through adjustments.

In CRM transformation, it’s the same: go-live is rarely the finish line, it’s halftime.
The second half is about:
- clarifying governance (data, priorities, ownership)
- removing frontline friction (service, lending, onboarding)
- automating what steals time (without unnecessary custom dev)
- measuring real outcomes (not just adoption)

That’s where Solutions Metrix + Creatio create value: iterate quickly, deliver visible wins, and make the experience consistent, across digital and branch.
Enjoy the Super Bowl and enjoy the halftime show with Bad Bunny🏈

01/26/2026

🚀 Product Spotlight: Symitar® Membership Agent for Creatio
Credit unions and community-focused financial institutions aren’t short on data, they’re short on clarity.

Member information lives across the core, CRM, and third-party platforms that don’t naturally work together. The result? Teams spend time hunting for answers while members wait for faster, more personalized service.

That’s where AI changes the equation, not by replacing your systems of record, but by acting as an intelligence layer that turns fragmented data into clear, actionable insight for the teams serving members every day.

We just launched our first AI-powered product: the Symitar® Membership Agent for Creatio. Built on large language models (LLMs), it lets staff ask plain-English questions and instantly surface, summarize, and contextualize member data — reducing screen-hopping and enabling more informed member conversations.

While this release is purpose-built for Symitar environments, it reflects a bigger direction we’re investing in. Whether your core is Jack Henry Symitar, Fiserv DNA, CSI, or another platform, we’re building a scalable portfolio of AI agents to unify fragmented data, unlock real-time insight, and drive smarter, more personalized experiences.

The future isn’t about collecting more data.
It’s about delivering the right insight, at the right moment, at scale.
Explore our AI-powered solutions on the Creatio Marketplace: https://marketplace.creatio.com/app/symitarr-membership-agent-creatio

We make banking make sense. CU around! 🧡

01/14/2026

Same mission. Sharper focus. We are Solutions Metrix - ushering in a more modern expression of who we are.

We’re proud of where we’ve been, and excited to welcome you into what’s next.

12/24/2025

Before the year turns its final page, we wanted to share something magical.

This year, we decided to have a bit of fun exploring our future by inviting AI into our storytelling and creating a holiday video for our partners, clients, and the incredible community that supports us.

With Sebastien Forget always darting between ideas, meetings, and time zones, we wondered: what if, just for a moment, we could conjure a "double" to help keep things moving? 💡

What followed was a playful experiment in what’s possible when modern tools meet curious minds.

As AI continues to reshape how our industry thinks, builds, and connects, we see it not as a replacement for human insight, but as a powerful companion to it. One that helps us move faster, think broader, and imagine more boldly.

From all of us at Solutions Metrix, we wish you a holiday season filled with warmth, laughter, good food, well-earned rest, and perhaps a little unexpected magic along the way. 🎄🥂