Credit Union Field of Membership Consulting


Areas of Expertise

We help credit unions grow their field of membership. 

We can help expand who can join your credit union. Regardless of your size, charter type, growth strategy, or existing field of membership.

We can help you if you are:

  • Federally chartered or state chartered.
  • If you are a community, multiple common bond, or TIP charter.
  • If you are looking to add a new location to an existing area you serve, looking to serve entirely new areas, or looking to grow through mergers.
  • We can even help you if you are simply trying to more efficiently prospect for new organizations to add to your field of membership. 

Our Process

We can be as hands-off or as hands-on as needed.

We can either equip you with resources so you can better explore and develop your own strategies or you can hire us to present strategies to you and help you execute on them.

We can offer:

  • ExpandCU: Software that helps you identify opportunities and gather the necessary data to complete an amendment application. 
  • Expert credit union consultants that learn your growth goals and present the best way to achieve them. 
  • Consulting, including writing your amendment application - guaranteed approval.