How We Helped Union Reinvent Collective Power with Code (and AI on the Horizon)
- wiktoriasierzant
- May 28
- 2 min read
When the Union team came to us, they had a bold idea: reshape the way artists, freelancers, and independent professionals manage their finances, insurance, and admin — without the red tape, complexity, or Excel fatigue.
Sounded simple enough. Except it wasn’t.
This was more than a fintech build. It was a digital reimagining of how creatives access benefits, track payments, and advocate for themselves in a fragmented gig economy. It was part banking platform, part CRM, part insurance hub — and all of it had to work like magic behind the scenes.
That’s where Montrose Software came in.
From Vision to MVP: Why They Chose Montrose
Union didn’t need a development agency. They needed a thinking partner with the engineering depth to turn ambiguity into architecture — and fast. Within weeks, we assembled a lean cross-functional team, built a solid product foundation, and started shipping core functionality.
We didn’t just code. We challenged assumptions.
What if benefit management could feel like Spotify?
What if users could switch between invoices, insurance, and contracts without friction?
What if the data layer could handle real-time processing at scale — and still stay audit-friendly?
What We Built
Think of Union’s platform as a digital headquarters for freelancers:
Payment & Admin Tools – Freelancers can track payments, invoices, and client relationships — all in one place.
Insurance & Benefits Hub – A simple interface to enroll in benefits like health or liability insurance, backed by powerful logic behind the scenes.
Collective Insights – Groups (or “unions”) can view member data, manage documents, and coordinate support programs with security and scale.
All of this runs on a modular backend designed for long-term flexibility — ready to plug in everything from AI-based risk analysis to integrations with tax platforms or embedded finance tools.

Why This Matters in 2024 and Beyond
Platforms like Union are part of a bigger trend: democratizing infrastructure for underserved workforces.
It’s not just about nice design or mobile access — it’s about giving creators, contractors, and educators the same tech advantage that big corporations have.
And here’s where it gets interesting:Montrose is already working with clients on AI-enhanced service platforms, where intelligent data flows automate the unsexy stuff — billing, reporting, eligibility checks — so that human energy can go into value creation, not admin.
Union is one of those success stories in progress. And we’re proud to be helping build it.
Built by Montrose. Backed by Experience.
At Montrose Software, we specialize in high-stakes, high-scale custom software, especially where AI + data can turn friction into flow. Whether it’s financial services, healthcare, logistics, or media, we partner with bold teams that with bold teams who want to build smarter, faster, and with purpose.
If you're designing the next generation of platforms and need a partner who can bring technical clarity, speed, and serious engineering firepower, we should talk.