video1.0<iframe src="https://www.loom.com/embed/333555f3ec134c5c8b412f0862d396fa" frameborder="0" width="1312" height="984" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9841312Loomhttps://www.loom.com9841312https://cdn.loom.com/sessions/thumbnails/333555f3ec134c5c8b412f0862d396fa-813767a01ae7ef47.gif248.814In this video, I'm excited to showcase Cotribute's integration with the Banno platform for our AI cross-cell agent, which provides personalized financial recommendations for credit union members and bank customers. I demonstrate how to log into Banno, configure the Next Best Financial Step plugin, and generate product recommendations based on individual user data. For instance, we suggest a high-yield savings account for a user with a sizable balance. I also walk through the seamless onboarding process using SSO, which simplifies account opening by pre-filling user information.