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CUCollaborate 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.

What differentiates CUCollaborate from our competitors is our retainer based pricing. You are able to receive more value over the long term with our retainer pricing than with our competitors per project pricing. Your business is our business and we’d like to be a long-term partner with you as you grow. That said, we have included per project pricing to allow for “apples-to-apples” comparison with our competitors or if this is the preferred approach for your organization.

Field of Membership Consulting

Expand Your Field Of Membership

Our goal as a company is to completely remove field of membership from the equation as an obstacle to your credit union's growth. Ask us about putting together a presentation specific to your credit union to go through field of membership generally and the different opportunities available to you. 

Remember:

  • Market and Opportunity Assesment 
  • Application Writing
  • Project Management
  • Application Approval Guarantee 

You can learn more about our credit union field of membership consulting services here.

Business Development

Adding Select Employee Groups

CUCollaborate has developed a software solution for streamlining the process of adding SEGs. It takes basic information from an online form that prospective SEGs fill out and uses it to automatically produce a SEG request letter, a letter for your Board of Directors to vote on, and a completed NCUA 4015 form.

Business Development Offerings:

  • SEG Application
  • Adding An Association

    You can learn more about our SEG application here.

Branch Strategy

Grow Your Branches and ATMs

CUCollaborate is committed to making sure you find the best site possible for your next branch. We know this is a big decision which is why we are dedicated to walking you through the process step by step and committed to full transparency.

Branch Strategy Services 

  • ATM/Branch Network Optimization
  • Branch Concept Development
  • Expansion Analysis
  • Training and Development
  • Site Feasibility
  • Universal Banker Implementation

You can learn more about our Credit Union Branch Strategy services here.

Charter Conversion

Is Your Charter Type Still Working?

Credit unions must re-examine their big-picture needs from time to time, and that often leads to the question of whether you’re operating under the appropriate charter. It may have worked in the past, but will it take you where you want to go? Community charter or multiple common bond? State or federal? Given the changes in your business, the economy and regulations, it’s a good idea to look into all of these questions occasionally. We’ll start with a primer on state to federal charter conversions.

We can help both state and federal credit unions convert their charter. Below are some resources on charter conversion.

You can learn more about our charter conversion consulting services here

Low Income Designation

Need Help Qualifying?

Becoming a credit union that has a low income designation provides a variety of benefits such as secondary capital, loan/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.

We can help you qualify for a low income designation so you can access the following:

  • Nonmember Deposit Benefits
  • Secondary Capital
  • Member Business Lending Cap Exemption
  • Loan and Grant Opportunities
  • Special Field of Membership Rules
  • CDFI Application Assistance

You can learn more about qualifying for a low income designation here

CDFI Certification Consulting

Become CDFI Certified

CUCollaborate is dedicated to helping you navigate the certification process so you can access CDFI grants. You can learn more about the process for becoming a CDFIs certified credit union here.