Resources

CUCollaborate Resources

Membership Acquisition

The 2026 Credit Union Marketing Playbook

Five data-backed prospect personas for credit union marketing leaders in 2026 — barriers, motivators, and 90-day campaign starts grounded in 771-prospect survey.

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Even Smaller Optimizations can Yield Major Impact

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Low-Income Desingation

Breaking the Cap: Why Credit Unions Are Quietly Becoming the Small Business Lending Powerhouses

The Low-Income Designation is more than a community building tool- it is a growth lever particularly for small business lending.

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Membership Acquisition

The 2026 Credit Union Marketing Playbook

Five data-backed prospect personas for credit union marketing leaders in 2026 — barriers, motivators, and 90-day campaign starts grounded in 771-prospect survey.

Read More
Field of Membership

Dade County FCU Case Study

Learn how CUCollaborate helped Dade County FCU achieve the first-ever field of membership expansion via the opening hearing process.

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Field of Membership

GECU Case Study

Learn how CUCollaborate helped grow GECU's field of membership from under one million potential members to over five million.

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Field of Membership

State to Federal Charter Conversion Checklist

Learn how to convert from a state to federal credit union charter through CUCollaborate's definitive guide.

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Low-Income Desingation

Credit Union Low-Income Designation Guide

Discover the benefits a Low-Income Designation from the NCUA could provide your credit union as well as how to qualify and apply.

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General Research

2026 Credit Union Consumer Perception Report

Download CUCollaborate's 2026 Credit Union Consumer Perception Survey to read the latest data on how consumers view credit unions, what's preventing them from joining, and what could convince them to make the switch.

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Field of Membership

Field of Membership Expansion: The Credit Union Growth Guide

Download CUCollaborate's field of membership handbook for the most up-to-date information on credit union chartering and FOM expansion.

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Field of Membership

Federal Community Charter to Multiple Common Bond Checklist

Learn how to convert your community charter to a multiple common bond via CUCollaborate's definitive guide.

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