Our credit union consulting offers a variety of credit union consulting services ranging from field of membership expansion to branch strategy. With our holistic approach, we can outline what the best growth plan is for your credit union and work with you on executing all the moving parts.
Our credit union software has a variety of tools that can help you expand your field of membership and streamline your processes. All our software and content is built specifically for credit unions. We can help you overcome any of your credit union problems.
Our marketing solutions allow you to focus on reducing marketing waste. Our marketing partners make sure every dollar spent is focused on new potential members that are eligible to join your credit union. With a new field of membership, comes new opportunity.
Expanding your field of membership can be daunting and without the right guidance can become cumbersome. We leverage our proprietary software to generate field of membership expansion in a matter of hours compared to the years our competition would need to produce the same results.
Our branch strategy consultants focus on leveraging your data to generate a strategy around better servicing your members. No expansion is too small. Whether you are expanding your field of membership and looking to serve new areas or want to analyze a branch's efficiency, CUCollaborate is here to help make that change as seamless as possible.
Earning a low income credit union designation provides a variety of benefits, such as secondary capital, loan and grant opportunities, and special field of membership rules. CUCollaborate can help you successfully navigate this process, as well as demonstrate how this will impact your field of membership.
JoinCU is an eligibility tool that asks a potential member identifying questions and then cross checks a credit union's field of membership for eligibility verification. This tool can be whitelabled into your website to collect leads and provide users a fast and seamless process to see if they qualify to join your credit union.
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We streamline the SEG application process so you can spend more time focused on expanding your membership. The application makes it easier and less confusing for select groups to complete all of the necessary paperwork when applying to become a SEG.
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CUCollaborate’s proprietary mapping software mathematically calculates the best possible field of membership expansion based on the NCUA’s field of membership expansion rules. It validates underserved areas, rural communities and well defined communities based on census tracks.
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Target in-market home buyers and auto buyers based on consumers who are actively visiting homes for sale or auto dealers. You can hone in on the field of membership areas you serve.
Using the targeting triggers you choose, our marketing partner will generate an audience that you can market to. This is based on third party location data.
Within minutes, you can deploy a display campaign, direct mail or a cross-channel campaign to known households identified as in-market for a home or auto purchase.
