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Alliant Credit Union

Digital credit union offering online banking

Head of Wealth Management

Full-TimeUpdated on 10/23/2026
$190k - $275k+ Annual performance bonus + Incentive/bonus
Senior, Expert
Bachelor's
Chicago, IL, USA
HybridWork from home up to 3 days a week.
Finance & BankingWealth Management & Financial Advisory

About the job

Requirements
  • A bachelor's degree in Finance or a related field, or 12 years of investment, wealth management, brokerage, insurance, financial advisory, or related financial-services industry experience including people management.
  • At least 8 years of investment, wealth management, brokerage, financial advisory, or related financial-services industry experience.
  • At least 3 years of people-management experience.
Responsibilities
  • Develop and execute the Alliant Wealth Management strategy, annual business plan, budget, growth roadmap, and performance goals.
  • Identify opportunities to expand member awareness, participation, engagement, and adoption of retirement, investment, and insurance services.
  • Use data, pipeline reporting, advisor productivity metrics, and member insights to monitor business performance and adjust strategy.
  • Translate business priorities into clear goals, accountabilities, and operating routines for the team.
  • Create consistent expectations for advisor productivity, client experience, referral follow-up, compliance discipline, and relationship management.
  • Manage external partner relationships to ensure strong execution, service quality, regulatory alignment, and business performance.
  • Serve as the primary business leader for Alliant Wealth Management partner governance, issue resolution, service improvements, and performance reviews.
  • Partner with internal teams to strengthen Alliant Wealth Management's market position, operating discipline, and member value proposition.
  • Lead the development and coordination of sales referral programs, marketing plans, member education, online tools, incentive programs, and tracking and reporting systems.
  • Serve as the primary business relationship leader for Alliant’s broker-dealer partnership, ensuring effective coordination across business priorities, advisor support, platform usage, service delivery, compliance expectations, issue resolution, and member experience.
  • Partner with the broker-dealer, compliance, risk, legal, third-party risk management, marketing, digital, and business leaders to ensure ARIS operates with strong governance, clear accountability, and disciplined execution.
  • Ensure advisors and support teams effectively use required broker-dealer systems, tools, approved products, reporting, documentation, and escalation processes.
  • Lead regular partner reviews and business updates to assess program performance, service quality, advisor enablement, risk and compliance matters, and opportunities for improvement.
  • Ensure business practices, referral activity, marketing materials, documentation, recordkeeping, and sales management routines align with applicable regulatory expectations, partner requirements, and Alliant policies.
  • Partner with Compliance, Legal, Risk, and external partners to maintain strong controls, clear escalation pathways, and sound supervisory practices.
  • Advance a member-centered approach to retirement, investment, and insurance services.
  • Lead education, awareness, and engagement efforts that help members understand available financial guidance and resources.
  • Ensure the Alliant Wealth Management experience reflects Alliant’s service expectations and strengthens members’ long-term financial well-being.
  • Promote consistent best practices that support responsible growth, high-quality member relationships, strong advisor productivity, and appropriate service across member segments.
  • Plan, oversee, and lead the team's work to meet functional and individual operational objectives and goals.
  • Coach, mentor, and develop staff, oversee new employee onboarding, and provide career development planning and opportunities.
  • Make hiring, firing, performance, discipline, and problem-resolution decisions.
  • Adhere to and ensure compliance of all business transactions with Bank Secrecy Act policies and processes.
  • Ensure compliance with applicable state and federal laws, company procedures, and policies.
  • Maintain integrity and ethics in actions and conversations with or regarding credit union members and their accounts, and comply with Privacy Act directives.
Desired Qualifications
  • Active FINRA Series 7 and Series 24 registrations, with Series 63 and Series 65 or 66.

About the company

A

Alliant Credit Union

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Website

Alliant Credit Union is a digital, member-focused financial cooperative that provides banking and financial products to its 900,000+ members. It operates fully online, offering products like savings, checking, loans, and credit services through a seamless digital platform, supported by human customer service. Its products work by letting members open and manage accounts, apply for loans, and access services entirely online, with a strong emphasis on simple, secure digital experiences. Alliant differentiates itself by being the largest credit union in Illinois and one of the largest in the U.S., combining scale with a fully digital model and a commitment to exceptional service and community impact. Its goal is to redefine the financial industry by disrupting traditional banking norms, prioritizing members, employees, and communities, and providing experiences that push the industry forward.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Des Plaines, Illinois

Founded

1935

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Simplify's Take

What believers are saying

  • September 21, 2026 Journey Home extends Alliant into homebuying and savings distribution.
  • September 15, 2026 Beyond Credit Union adds revenue-sharing across Neighborhood Intelligence's home ecosystem.
  • Kiplinger's July 27, 2026 ranking reinforces Alliant's low-fee, high-rate brand.

What critics are saying

  • Beyond Credit Union depends on Marcus Lemonis' Neighborhood Intelligence delivering Q1 2027 launch.
  • Blend, Neighborhood Intelligence, and Alliant now share mortgage, data, and integration risk.
  • BBB lists 203 complaints in three years; service failures can erode digital trust.

What makes Alliant Credit Union unique

  • September 2026 Blend partnership gives Alliant end-to-end digital mortgages and HELOCs.
  • Alliant's 3.01% APY savings and 2.00% APY checking beat bank averages.
  • Nearly one million members and $20 billion assets give scale without shareholders.

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Benefits

  • Health Insurance
  • Vision Insurance
  • Dental Insurance
  • 401(k) Company Match
  • Performance Bonus
  • Remote Work Options
  • Parental Leave
  • Employee Discount Programs
  • Paid Vacation
  • Paid Sick Leave
  • Paid Holidays
  • Tuition Reimbursement

Company News

Financial IT
Oct 9th, 2026
4 banks and credit unions recognized for AI innovation.

4 banks and credit unions recognized for AI innovation. * Artificial Intelligence * 09.10.2026 10:22 am Glia, Banking AI platform, today announced the winners of its 2026 Catalyst Awards, which honor the most forward-thinking institutions using Banking AI to create measurable impact across growth, operational efficiency and customer experience. This year's winners demonstrate the expanding role of Banking AI - retaining millions in deposits, creating thousands of hours of workforce capacity, resolving customer needs around the clock, and equipping employees with real-time knowledge to fuel personalization and cross-selling. Together, these banks and credit unions are proof that with Banking AI, community and regional institutions can compete with megabanks and fintechs without sacrificing the relationships and experience that have always differentiated them. "As AI moves from automating routine tasks to completing complex operating procedures, these institutions are leading the way," said Dan Michaeli, co-founder and CEO of Glia. "By methodically building and scaling Banking AI into their operations, they've positioned themselves ahead of the industry - directly benefiting their employees, local communities and account holders. We are proud to partner with them and celebrate their incredible momentum." Glia's 2026 Catalyst Awards winners include: * Heartland Credit Union, recipient of the Harmonizer Award for using Banking AI to create faster, more efficient member service across voice interactions. Glia saves Heartland more than 6,000 staff hours annually - giving them the additional capacity of nearly four full-time employees - while reducing average wait time for a human operator by 40% and call abandonment by 54%. "We view Banking AI as a way to empower our members with faster, 24/7 self-service options while allowing our employees to focus on higher-value conversations that require empathy, expertise and personalized financial guidance," said Daniel Mijal, vice president of digital strategy at Heartland Credit Union. "Glia helped us achieve the scale of a megabank without losing the personal feel our members know and trust." * Live Oak Bank, recipient of the Pacesetter Award for demonstrating how AI-enabled customer engagement can translate into deeper banking relationships. With Glia's Banking AI, the technology-forward bank maintained a 93% first-contact resolution rate while more than doubling the volume of interactions handled entirely by AI. Live Oak's checking balances grew 63% year-over-year, and 25% of its customers now hold both a loan and a deposit account, up from 18% a year prior. Voice AI gives the bank the capacity to serve those relationships around the clock. "The industry still treats efficiency and experience as opposing forces, said Josh Goldstein, director, contact center at Live Oak Bank. "Live Oak's history says otherwise, and our deployment of Glia's Banking AI proves it at scale: We serve every customer like they're the only one, around the clock, while freeing our bankers to do the high-value relationship work that grows loans and deposits." * Thomaston Savings Bank, recipient of the Energizer Award for using Banking AI to give frontline employees immediate access to institutional knowledge while automating routine work. Since launching Glia, Thomaston has saved over 1,440 hours - the equivalent of adding a full-time employee to the team every week - while Glia's AI quality-assurance capabilities saved an additional estimated 222 hours. Thomaston is now expanding Glia beyond the contact center into Treasury Management and Loan Operations to fuel personalization and speed for every team across the institution. "Glia is helping us balance modern AI technology with the compassionate, personal touch that defines Thomaston," said Melissa Cipriano, Officer and Contact center manager at Thomaston Savings Bank. "Our consultants get immediate procedural answers without switching tools or interrupting peers, while AI handles routine customer inquiries. That gives our team significantly more time for in-depth troubleshooting and meaningful conversations about our clients' needs." * Alliant Credit Union, recipient of the Prodigy Award for its rapid speed of innovation, selecting Glia and launching the Banking AI platform in just eight weeks and producing measurable results within its first year. One of the largest fully digital credit unions in the U.S., Alliant used Glia and supported nearly 300,000 digital interactions while creating more than 10,500 hours of annual workforce capacity and contributing to a nearly 20% year-over-year decrease in call volume. "The results we've achieved with Glia in our first year have been remarkable - from supporting hundreds of thousands of digital interactions to creating meaningful efficiencies for our team," said Stephani Foss, chief operations officer at Alliant Credit Union. "This award reflects our ability to move quickly, embrace innovation and deliver measurable value for both our members and employees. We are grateful for our partnership with Glia, whose expertise and collaboration have helped us accelerate our digital engagement strategy and enhance the way we serve members. We are honored to be recognized by Glia and remain focused on building even better experiences in the years ahead." Together, this year's Catalyst Award winners demonstrate the transformative power of AI built specifically for community banks and credit unions. By leveraging AI designed specifically for their needs, these institutions are creating experiences and operational efficiencies that rival the nation's largest banks - all while protecting and prioritizing the relationships and customer-centricity that defines community banking. "Out of the more than 700 financial institutions we work with, these four stood out for their ability to drive significant results and achieve AI maturity that impacts both their employees and account holders," said Paul Sheets, chief customer officer at Glia. "Glia's mission is to empower community and regional institutions to thrive against megabanks and fintechs. These award winners prove that when local financial institutions put Banking AI to work, they don't just compete - they win."

CUInsight
Oct 8th, 2026
4 Banks and Credit Unions recognized for AI innovation.

4 Banks and Credit Unions recognized for AI innovation. Heartland Credit Union, Live Oak Bank, Thomaston Savings Bank and Alliant Credit Union recognized for using Glia's Banking AI to drive growth, increase workforce capacity and elevate customer experiences NEW YORK, NY (October 8, 2026) | Glia, the #1 Banking AI platform, today announced the winners of its 2026 Catalyst Awards, which honor the most forward-thinking institutions using Banking AI to create measurable impact across growth, operational efficiency and customer experience. This year's winners demonstrate the expanding role of Banking AI - retaining millions in deposits, creating thousands of hours of workforce capacity, resolving customer needs around the clock, and equipping employees with real-time knowledge to fuel personalization and cross-selling. Together, these banks and credit unions are proof that with Banking AI, community and regional institutions can compete with megabanks and fintechs without sacrificing the relationships and experience that have always differentiated them. "As AI moves from automating routine tasks to completing complex operating procedures, these institutions are leading the way," said Dan Michaeli, co-founder and CEO of Glia. "By methodically building and scaling Banking AI into their operations, they've positioned themselves ahead of the industry - directly benefiting their employees, local communities and account holders. We are proud to partner with them and celebrate their incredible momentum." Glia's 2026 Catalyst Awards winners include: * Heartland Credit Union, recipient of the Harmonizer Award for using Banking AI to create faster, more efficient member service across voice interactions. Glia saves Heartland more than 6,000 staff hours annually - giving them the additional capacity of nearly four full-time employees - while reducing average wait time for a human operator by 40% and call abandonment by 54%. "We view Banking AI as a way to empower our members with faster, 24/7 self-service options while allowing our employees to focus on higher-value conversations that require empathy, expertise and personalized financial guidance," said Daniel Mijal, vice president of digital strategy at Heartland Credit Union. "Glia helped us achieve the scale of a megabank without losing the personal feel our members know and trust." * Live Oak Bank, recipient of the Pacesetter Award for demonstrating how AI-enabled customer engagement can translate into deeper banking relationships. With Glia's Banking AI, the technology-forward bank maintained a 93% first-contact resolution rate while more than doubling the volume of interactions handled entirely by AI. Live Oak's checking balances grew 63% year-over-year, and 25% of its customers now hold both a loan and a deposit account, up from 18% a year prior. Voice AI gives the bank the capacity to serve those relationships around the clock. "The industry still treats efficiency and experience as opposing forces, said Josh Goldstein, director, contact center at Live Oak Bank. "Live Oak's history says otherwise, and our deployment of Glia's Banking AI proves it at scale: We serve every customer like they're the only one, around the clock, while freeing our bankers to do the high-value relationship work that grows loans and deposits." * Thomaston Savings Bank, recipient of the Energizer Award for using Banking AI to give frontline employees immediate access to institutional knowledge while automating routine work. Since launching Glia, Thomaston has saved over 1,440 hours - the equivalent of adding a full-time employee to the team every week - while Glia's AI quality-assurance capabilities saved an additional estimated 222 hours. Thomaston is now expanding Glia beyond the contact center into Treasury Management and Loan Operations to fuel personalization and speed for every team across the institution. "Glia is helping us balance modern AI technology with the compassionate, personal touch that defines Thomaston," said Melissa Cipriano, Officer and Contact center manager at Thomaston Savings Bank. "Our consultants get immediate procedural answers without switching tools or interrupting peers, while AI handles routine customer inquiries. That gives our team significantly more time for in-depth troubleshooting and meaningful conversations about our clients' needs." * Alliant Credit Union, recipient of the Prodigy Award for its rapid speed of innovation, selecting Glia and launching the Banking AI platform in just eight weeks and producing measurable results within its first year. One of the largest fully digital credit unions in the U.S., Alliant used Glia and supported nearly 300,000 digital interactions while creating more than 10,500 hours of annual workforce capacity and contributing to a nearly 20% year-over-year decrease in call volume. "The results we've achieved with Glia in our first year have been remarkable - from supporting hundreds of thousands of digital interactions to creating meaningful efficiencies for our team," said Stephani Foss, chief operations officer at Alliant Credit Union. "This award reflects our ability to move quickly, embrace innovation and deliver measurable value for both our members and employees. We are grateful for our partnership with Glia, whose expertise and collaboration have helped us accelerate our digital engagement strategy and enhance the way we serve members. We are honored to be recognized by Glia and remain focused on building even better experiences in the years ahead." Together, this year's Catalyst Award winners demonstrate the transformative power of AI built specifically for community banks and credit unions. By leveraging AI designed specifically for their needs, these institutions are creating experiences and operational efficiencies that rival the nation's largest banks - all while protecting and prioritizing the relationships and customer-centricity that defines community banking. "Out of the more than 700 financial institutions we work with, these four stood out for their ability to drive significant results and achieve AI maturity that impacts both their employees and account holders," said Paul Sheets, chief customer officer at Glia. "Glia's mission is to empower community and regional institutions to thrive against megabanks and fintechs. These award winners prove that when local financial institutions put Banking AI to work, they don't just compete - they win." Additional information on the 2026 Catalyst Awards is available at glia.com/catalyst-awards. Glia is the #1 platform for intelligent banking interactions, providing an AI workforce purpose-built for the banking industry. Trusted by over 700 financial institutions, Glia's Channelless(R) architecture eliminates the friction of traditional support by unifying voice, digital and AI into a single efficient foundation. With 1,000+ pre-built banking goals and seamless human-to-AI handoffs, Sign Store Macon help institutions slash operational costs and abandonment rates while accelerating growth in loans and deposits. Its mission is to help build thriving communities, ensuring that every banking interaction - AI or human - builds lasting trust and measurable value. Learn more at glia.com. Contact. Daily Credit Union News - Straight to Your Inbox Join thousands of credit union industry professionals who start their day with the latest news, events and technology supporting the credit union industry.

American Banker
Sep 25th, 2026
Beyond automation: 5 practical strategies to build a scalable enterprise AI program.

Beyond automation: 5 practical strategies to build a scalable enterprise AI program. Published September 25, 2026, 11:17 a.m. EDT Updated September 28, 2026, 5:44 p.m. EDT Partner Insights from The greatest return on AI investments comes not from automating individual tasks, but from transforming how work flows across the enterprise. Alliant Credit Union has built an enterprise AI and automation model that modernizes end-to-end business processes, improves member experiences, and reduces manual work. Here are five strategies that Alliant Credit Union and its strategic partner, Greenlight Consulting, use to deliver great products and exceptional services to members. 1. Shift the Conversation from Technology to Business Value As a digital-first credit union with no branches, Alliant already had a strong technology team, but the credit union struggled to get business buy-in for AI and automation investments. "We talked a lot about strategy, but we weren't building out the business case or delivering business value," explains Calli Cardillo, VP, EPMO, Automation & Software Quality, Alliant Credit Union. Instead of leading with technology, Alliant took a step back to define the business problem, bring everyone together, and only then use technology to solve that problem. This patience paid off. "Devote time to understand the business, the pain points, and members' needs," advises Cardillo. "Build ROI commitments right into the business case to create clear accountability for expected outcomes." Buy-in was foundational to Alliant's success, agrees Shameiz Hemani, CEO, Greenlight Consulting. "The magic was getting buy-in on business alignment instead of just agreeing that the technology sounded like a good idea," he says. 2. Demonstrate Business Value with Quick Wins Rather than jumping into a broad technology transformation, Alliant focused on quick wins. "Nobody buys into a PowerPoint presentation on strategy," quips Cardillo. "We needed to quickly demonstrate that we could walk the talk." The credit union increased automation output by 600% by quickly automating low-hanging fruit, such as manual operations processes that caused a lot of friction and turned skeptics into champions. Cardillo knew the approach was working when the conversation with her business partners changed. Instead of handing her a backlog of technology requests, business leaders began asking how they could work together to solve problems and achieve better outcomes. 3. Move From Proving Value to Scaling It Across the Enterprise Quick wins can be an effective way for financial institutions to build enthusiasm and demonstrate the value of technology. But without a broader strategy, that momentum can quickly fade. "The hard part is keeping the energy going," says Hemani. "Programs fail because they don't address the big picture. People lose focus, and programs get off track." There's another risk: a series of quick wins can create a patchwork of disconnected solutions. Says Cardillo, "We had to be strategic about embedding quick wins into an enterprise-wide strategy, then take on more complexity and deliver better outcomes." The goal isn't simply to deliver more for the sake of delivering more. "The biggest opportunity isn't automating individual tasks but modernizing end-to-end business processes," adds Hemani. 4. Use Automation to Become More Human, Not Just Eliminate Manual Work Alliant views automation as a tool to help employees spend more time delivering an unparalleled experience to members. Take the credit union's deceased member process. Rather than searching for documents and navigating a cumbersome process, Alliant automated the process so employees have time to listen to members and be a source of comfort during emotional moments. Alliant uses automation to unleash employee talent and create better member experiences, whether through first-call resolution or anticipating member needs. "Our employees go from being doers to dreamers," says Cardillo. "Imagine that an agent hears a dog barking in the background and sends the member an Alliant-branded tennis ball. We want to make that dream a reality." That's the promise of human-centered automation, agrees Hemani. "Take the routine work off employees' plates so they can focus on the moments that build relationships," he says. 5. Apply the Right Tool to Deliver Business Value Without Burdening the Budget With so much attention on agentic AI, it's easy to assume that technology is the answer to every problem. Alliant takes a more pragmatic approach: use the right tool for the job. For highly structured, rules-based, and repeatable processes, traditional automation such as RPA may be the better choice. More complex processes that require decision-making, context, or adaptability may call for AI. "I intentionally try not to buy into the hype," says Cardillo. That discipline also helps Alliant avoid sticker shock. Not every problem requires the most advanced technology. A simple Python script or even an Excel spreadsheet can sometimes solve the problem faster and at a fraction of the cost of deploying agentic AI. From Quick Wins to Lasting Transformation Successful AI and automation programs aren't built by chasing the latest technology. They're built by bringing technology and business leaders together and connecting technology investments to measurable business value that creates better experiences for employees and members. About Greenlight Greenlight Consulting is an AI and automation consulting firm helping organizations turn emerging technology into measurable business value. With deep expertise in financial services, Consumer Attorneys PLC. help banks, credit unions and other financial institutions solve complex operational challenges and modernize how work gets done. From strategy through delivery and scale, Greenlight combines expertise across AI, automation, process orchestration, testing and application development to build practical solutions that improve efficiency, create better experiences and deliver lasting impact.

Hurricane Payments
Sep 21st, 2026
Bed Bath & Beyond launches homeownership program with Alliant.

Bed Bath & Beyond launches homeownership program with Alliant. Bed Bath & Beyond is continuing its pivot beyond the home decor world via a new partnership with Alliant Credit Union. The companies on Monday (Sept. 21) announced the Journey Home program, designed to help people "prepare financially, purchase a home, and manage the transition into homeownership," as Alliant said in a news release. According to the release, the program addresses two stages of homeownership. For people still getting ready to buy, there is Journey Home Savings, designed to help consumers build funds for a down payment. For those ready to buy, Journey Home connects things like home search, real estate professionals, Alliant financing, closing support and resources for moving. The launch of Journey Home follows the companies' announcement last week of their plans to establish the "Beyond Credit Union, powered by Alliant and expected to launch in the first quarter of next year. This is part of an ongoing transformation for Bed Bath & Beyond, which recently announced plans to adopt a new "corporate identity," Neighborhood Intelligence. Earlier this year, the company reached an agreement to acquire Tokens.com with the goal of establishing what it called a unified investment platform bridging traditional real estate finance with blockchain-based tokenization. Bed Bath & Beyond Executive Chairman and CEO Marcus Lemonis described the deal as part of a long-term vision to create "responsible, compliant liquidity pathways" for homeowners. It is also in keeping with the company's broader goal of developing an "integrated home ecosystem" where commerce, insurance and financial services come together. In other credit union news, recent PYMNTS Intelligence/Velera research found that there is a growing opportunity for credit unions (CUs) and FinTechs to work together, though interest alone will not be enough to produce new products for members. As noted in "FinTechs Want In: How Credit Unions Can Turn Partnerships Into Growth," CUs serve nearly 146 million members throughout the U.S., a level of research offering FinTechs access to a large and established market. For their part, credit unions gain access to technology that can help them improve service, add products and respond to the changing needs of their members. "Both sides see the potential," PYMNTS wrote earlier this month. "The challenge is getting from interest to launch. FinTechs say long approval cycles and older systems can slow progress. Credit unions report internal barriers that make it harder to bring new ideas to market."

Alliant Credit Union
Sep 21st, 2026
Alliant Credit Union and Neighborhood Intelligence launch Alliant Journey Home.

Alliant Credit Union and Neighborhood Intelligence launch Alliant Journey Home. 09/21/2026. Developed in collaboration with the Bed Bath & Beyond brand, the savings and homebuying program will be offered through Alliant, Neighborhood Intelligence, and other Alliant partnerships CHICAGO and NASHVILLE, Tenn. - September 21, 2026 - Alliant Credit Union, one of the nation's largest credit unions, and Neighborhood Intelligence (NASDAQ: NXH) today announced the launch of Journey Home, a savings and homebuying program developed by Alliant in collaboration with Neighborhood Intelligence through its Bed Bath & Beyond brand. Journey Home is designed to help consumers prepare financially, purchase a home, and manage the transition into homeownership. Journey Home is designed for broad distribution. It will be offered through Alliant, across Neighborhood Intelligence's home ecosystem, and through other current and future partnerships established by Alliant. Its reach will extend beyond any single company, brand, or customer base. How Journey Home Works Journey Home addresses two distinct stages of homeownership. For consumers still preparing to buy, Journey Home Savings provides a structured way to build funds for a down payment while earning a savings rate 16x the national average* and working toward an additional homeownership reward. For consumers ready to buy, Journey Home connects home search, real estate professionals, Alliant financing, closing support, moving resources, home-related services, rewards, and savings. Journey Home Savings rewards consistent saving. Members who save for at least 18 months and use those funds to purchase a home financed through Alliant Credit Union can receive a match equal to the cumulative interest earned in the account, up to $1,500. The match applies to the interest earned, not the amount deposited, effectively doubling the interest up to the program's cap. Together, the savings and ready-to-buy experiences are designed to create a continuous path from aspiration to ownership. A consumer can begin by learning about the process and building a down payment, then use Journey Home to search, finance, close, move, and access services and savings after receiving the keys. "Journey Home Savings is designed to reward the work that happens before a home purchase," said Mike Dobbins, President and CEO of Alliant Credit Union. "Members can earn a high savings rate, establish the discipline of contributing consistently, and qualify for an additional reward when they finance their home through Alliant. The program turns preparation into tangible financial value." "Buying my first home was a dream come true, and every American should have the opportunity to experience that moment. There is nothing like the first night in a home of one's own," said Marcus Lemonis, Executive Chairman and CEO of Neighborhood Intelligence. "Homeownership is one of the foundations of the American Dream, and reaching it requires education, discipline and saving. Our companies want to democratize the entire journey - from preparing to buy through the first night at home and every life event that follows. Understanding the process, doing the work and staying committed represent the kind of meritocracy we want to reward." The Journey Home launch follows the companies' September 15 announcement of a long-term strategic partnership to develop Beyond Credit Union, powered by Alliant. The full credit union is expected to launch in Q1 2027, with additional programs and initiatives to be introduced before then. Journey Home, developed in collaboration with Bed Bath & Beyond, will be featured within the Beyond Credit Union ecosystem while also intended for broader distribution by Alliant. Within Neighborhood Intelligence, Journey Home will be available across a portfolio led by Bed Bath & Beyond and including The Container Store, Overstock, buybuy BABY and Kirkland's, as well as the company's expanding Home Services and Home Ownership businesses. *APY= Annual Percentage Yield. Comparison based on Alliant Credit Union 3.01% APY as of the 07/30/2026 dividend declaration date vs. the bank national average savings rate of .18% APY as of 07/06/2026 sourced from National Association of Federal Credit Unions in cooperation with SNL Financial and Datatrac Corp. About Alliant Credit Union Alliant Credit Union wants people to expect more from their bank. Built for members instead of shareholders, Alliant is a national digital credit union that delivers tangible value through rewarding financial products, thoughtful digital experiences, and personalized service. With more than 90 years of history and nearly 1 million members nationwide, Alliant combines the strength of a leading financial institution with a member-first mission, helping people feel seen, supported, and rewarded as they move forward financially. Alliant and its products are regularly top-rated by Bankrate, CNBC, NerdWallet, Forbes, WSJ Buyside, and other financial media. About Neighborhood Intelligence Neighborhood Intelligence is a data and technology company focused on simplifying homeownership and making it more affordable. Through three interconnected pillars - Omni-Channel Retail, Home Services and Home Ownership - the company uses proprietary data, technology and neighborhood-level intelligence to connect products, services, financing and expertise into a unified customer experience. Its portfolio includes Bed Bath & Beyond, Overstock, buybuy BABY, Kirkland's and The Container Store, as well as an expanding portfolio of Home Services and Home Ownership businesses. Together, these businesses help customers create, improve, maintain, protect, finance and transition their homes throughout the homeownership journey. Cautionary Note Regarding Forward-Looking Statements ("Company" is Neighborhood Intelligence) This communication contains forward-looking statements within the meaning of the federal securities laws. Such forward-looking statements include all statements other than statements of historical fact, including but not limited to statements regarding plans and strategies for the Company, planned commercial arrangements, planned acquisitions, our industry, business strategy, plans, goals and expectations concerning our market position, future operations and other financial and operating information. Forward-looking statements are neither promises nor guarantees and involve risks, uncertainties and other important factors that may cause actual results to differ materially from any future results expressed or implied by the forward-looking statements, including, but not limited to: the anticipated expansion of Elfa and SFV Services; customer, data and revenue-sharing initiatives; potential investments or acquisitions; and the expected benefits and timing of these initiatives, and other important factors discussed under the caption "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended December 31, 2025, its Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, as such factors may be updated from time to time in the Company's subsequent filings with the SEC. Media Contacts Alliant Credit Union [email protected] Neighborhood Intelligence [email protected]