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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Membership Acquisition

Member Acquisition One Pager

Lower member acquisition costs to $25 each with CreditUnionMatch and JoinCU. Verify eligibility in seconds and capture high-intent leads.

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Branching

Branching Strategy One Pager

Optimize your credit union's branch network with data-driven analytics—see where to open, close, or relocate branches for growth. Schedule a strategy session.

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Merger Strategy

Merger Network One Pager

CUCollaborate's Merger Network matches credit unions with the right partners by mission, financials, and member needs—with confidential anonymous outreach.

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Field of Membership

Market Expansion Software One Pager

Expand your field of membership with the industry's leading market expansion software and a 100% regulatory approval rate. Schedule your strategy session.

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Low-Income Designation

Low-Income Designation (LID) Support One Pager

Attain and retain a Low-Income Designation to grow membership and expand lending. CUCollaborate's software and experts deliver a 100% LID attainment rate.

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CDFI

CDFI Certification Support One Pager

CUCollaborate helps credit unions secure and sustain CDFI certification—maximizing grant funding and monitoring target market lending. Book a strategy session.

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Merger Strategy

Mergers and the Modern Board: A Director's Playbook

A practical framework for credit union directors on how to evaluate a merger, from fiduciary duty to member surveys, before a deal reaches the board.

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Merger Strategy

2026 Credit Union Merger Trends White Paper

A data-driven look at five shifts reshaping credit union M&A, based on 319 NCUA-approved mergers from 2024 and 2025.

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Low-Income Designation

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 Designation

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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