CUCollaborate, is a consulting, software development, and digital marketing company whose mission is to help credit unions grow. CUCollaborate primarily focuses on addressing credit union’s biggest obstacle to growth, field of membership. CUCollaborate specializes in expanding credit union fields of membership to the greatest degree possible, eliminating the friction field of membership causes in consumer acquisition, and delivering strategies that help credit unions efficiently attract new members, loans, and deposits.
David has over 20 years’ experience working with clients on various levels in both the technical and non-technical arena. He began his career in the IT industry and later moved into the field of Digital Marketing and branding. Ranging from client support, account management, and sales, David enjoys working with people of all walks of life and building relationships. Helping credit unions discover and utilize methods to increase their level of success brings him a great deal of personal and professional satisfaction.
Josh has over seven years of experience in sales and account management. He takes pride in organizing, challenging, and leading his teams to exceed clients’ expectations. Josh lived in Ukraine, where his father serves as a missionary, for nineteen years before moving back to the States. He is also a talented musician and has played over 300 concerts. Josh is very excited to help our credit union clients thrive.
Lucas has over three years of sales and marketing expertise. He has worked with hundreds of small businesses to help them grow their company. A core belief of his is that everyone deserves a chance at his or her dreams and aspirations. He has a passion for technology focused on improving highly regulated industries. Outside of work, Lucas enjoys going to concerts and live performances.
Understand Clients’ Perceptions of Other Core Platforms
I found the CUCollaborate’s Core Data Processing Satisfaction Survey’s user rating and comments to be very insightful. The guide provided a comprehensive
one stopshopping list detailing each core platform. The credit union industry would benefit from increased participation on the part of user clients as well as coreproviders. The longer credit union comments helped me understand clients’ perceptions of other core platforms.
Measure Our Performance Versus the Market
CUCollaborate’s Core Processing Satisfaction Survey allows Quest Federal to measure the performance of our core data processor versus the market and in our case, reinforces the level of satisfaction that we have by comparing to our platform’s results in our peer group.
Returns a List of Credit Unions a Consumer Can Join.
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. To
datethe other sites have only been based on home zip code and either leave us out of the results because they do not consider the employer, or they wrongly present our credit union as options for consumers who may live near our branch but are not eligible to join. Credit Union Match has put together the sophisticated search capability that is needed to correctly return a viable list of alternatives to consumers seeking access to a credit union.
Helps Our Entire Movement
The goal of JoinCU is ultimately to help our entire movement by making it easier for potential new members to find the best credit union for them.
CUCollaborate, our Underserved area requests would not be as comprehensive.
I have used
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. Without CUCollaborate , our Underserved area requests would not be as comprehensive. CUCollaborate