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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 outline the best growth plan for your credit union and help you execute that plan in reality.
Our credit union software has a variety of tools that 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 new field of membership, comes new opportunities.
Expanding your field of membership can be daunting, but our guidance simplifies the process. 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 helps you successfully navigate this process as well as demonstrates how this will impact your field of membership.
ExpandCU has an additional feature only available to consulting clients, which considers billions of different expansion options to make sure your credit union chooses the best possible way to expand. As a result, we can identify field of membership options no one else can and that were previously thought to be impossible.
Member Experience Manager – Wasatch Peaks Credit Union
We really appreciate CUCollaborate helping us to retain our Low-Income Designation. Following our call with the company, everyone started clapping. I’ve never seen that happen in any meeting I’ve attended at the CU (17 years worth) so that’s how impressive and hopeful you made everyone in the room. 😊 This ...
SVP Marketing & Member Services – Johns Hopkins Federal Credit Union
Johns Hopkins Federal Credit Union is very excited about the new Credit Union Match site. As a credit union serving employees and students of several organizations, the other credit union search sites did not meet our needs.
Chief Administrative Officer – Louisiana Federal Credit Union
CUCollaborate has streamlined this complicated process by designing a highly functional alternative that shaves hours and even days off the process. Credit unions that have been reluctant to embark upon the journey of expanding their FOM through underserved markets will find CUCollaborate to be a robust analytical partner is helping your credit union achieve ...
AVP Business Development – Advancial Federal Credit Union
Without CUCollaborate, our underserved area requests would not be as comprehensive. I have used CUCollaborate to map different underserved area scenarios. The program has saved hours of time creating reports and provided a lot of flexibility in the specific tract selection options.
President/CEO – Desert Rivers Credit Union
CUCollaborate and Sam Brownell have been instrumental in helping us see what our potential as a credit union can be. Their expertise and knowledge have helped us chart a course to help us double or triple our membership potential.
Director of Business Development – Partners 1st Credit Union
We find CUCollaborate to be a huge research timesaver when gathering information on potential field of membership expansion opportunities. Rather than gathering pieces of information from several different sources, CUCollaborate has consolidated data into their user-friendly software.
President/CEO – Best Reward Federal Credit Union
We first tried two other consultants, but it was only after we engaged CUCollaborate that were able to accomplish our conversion back to a FCU with a community charter. Because our community incorporated part of two MSAs and we also have a low-income designation, it made our request a bit more complex, but in the end CUCollaborate's ...