CUCollaborate
CUCollaborate provides growth solutions and strategies that help credit unions attract new members, loans and deposits. CUCollaborate specializes in expanding a credit union’s field of membership through charter conversions, CDFI and low-income certification assistance.
CUCollaborate disrupts traditional thinking by pioneering new tools and strategies that credit unions use to reach unreachable people. They do this through proprietary software, rigorous consulting, blended expertise and proven impacts.
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Software Services include:
- DiscoverCU: Help credit unions and eligible consumers find one another.
- JoinCU: A field of membership eligibility validation tool that solves the most complex fields of membership with as little information about a consumer as possible.
- ExpandCU: CUCollaborate’s market expansion software to help you identify the best way to expand your field of membership and analyze market opportunities.
- SEG Application: A streamlined solution that automates the SEG application process.
- AnalyzeCU: Business analysis software that allows you to model the demographics of your members, track your numbers for Low-Income Designation and CDFI Certification, and measure your community impact.
Consulting Services include:
- Field of Membership: The CUCollaborate team helps you expand your FOM to the largest extent possible.
- Charter Conversion: The CUCollaborate team will walk your credit union through the process of converting your charter as well as outline the benefits of the options available to you.
- CDFI Certification: We will walk you through every step of the way and make sure you are receiving the greatest benefit from your current field of membership.
- Low Income Designation LID: Earning a low-income credit union designation provides a variety of benefits, such as secondary capital, loan and grant opportunities, and special field of membership rules.
- Core Evaluation & Selection Services: Our System Evaluation Service leverages this proprietary data to ensure your credit union selects the “right” technology solution(s) that fit your unique needs.
- Merger Consulting: CUCollaborate helps credit unions obtain all regulatory approvals for a merger with another credit union. CUCollaborate does not help with the negotiations between Customer and other credit unions related to the merger.
Marketing Services:
- Credit Union Match: A website that helps consumers and employers find and join a credit union.
- Select Employee Groups: CUCollaborate has developed a software solution for streamlining the process of adding SEGs.
