Credit Union insights ahead of the curve.

CUCollaborate goes beyond historical reporting to surface emerging peer, institutional, and market trends before they happen. Our predictive and financial intelligence helps leaders compare strengths, weaknesses, growth trajectories and risk signals across peers- so they can act first, run stronger institutions, and deliver greater member impact.

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Over 400 Credit Unions Chose CUCollaborate for Strategic Guidance

Running A Credit Union Has Never Been More Challenging

Legacy Technology
Labor and Technology Expenses
Rising Operational Costs
Interest Volatility and Inflation
Interest Volatility and Inflation
Traditional Membership Models
Lack of Ability to Attract Younger Members
Challenges with SEG Engagement

Why Partner with CUCollaborate

Regulatory expertise (LID, CDFI, Fair Lending, CRA, etc.) focused on what’s changing and what it means for funding and operations

Advisory services that drive action, not just reporting

Performance and predictive analytics that help credit unions prioritize what to do next

A consortium-based analytics platform that combines non-public credit union data with public data for peer benchmarks and stronger insight

Member and loan-level analysis using current and historical credit union membership and loan files

Public structured and unstructured datasets to enrich and validate insights

CUCollaborate by the Numbers

100
%

Approval of regulatory applications

9
of
10

Largest Federal FOM Expansions

321
%

Larger FOM expansions vs competitors

90
seconds

The fastest membership qualification software

100
%

CDFI Certification and Low-Income Designation Retention

Our Credit Union Growth Solutions

Market Analysis and Expansion

Expand strategically with data-driven Field of Membership, charter, and branch analysis. Our comprehensive approach delivers a 100% approval record and FOM expansions 321% larger than the industry average, optimizing growth and impact.

Bar chart comparing Industry Average baseline with Our Expansion showing 321% larger expansion.
CDFI Certification and Retention

Advisory expertise and software tools supporting certification, compliance, and grant success. Our team has helped credit unions secure over $27 million in CDFI grants with a 65% win rate, surpassing industry norms.

Card showing $27M+ in CDFI grants secured with a shield icon above, and another card showing 65% in CDFI grants secured with a ribbon icon above.
Low-Income Designation and Retention

Achieve and sustain Low-Income Designation to unlock greater flexibility in business lending, deposit sourcing, and capital access. With a 100% success rate and 30 designations since 2020, we provide expert guidance and software to maximize LID benefits.

Donut chart showing 70% of LID qualified members with 1,099 total members and 774 qualified as LID.
Branch Strategy

Leverage advanced analytics to select optimal locations, grow deposits, and increase network efficiency. Our strategic consulting and data-driven technology deliver smarter, more impactful branch expansion.

Dashboard showing network efficiency at 94%, a pie chart representing growth trend, number of locations as 24, and average growth at 17%.
Member Acquisition Software

Verify membership eligibility in 90 seconds or less and instantly connect consumers with the credit unions they qualify to join—frictionless, accurate, and built for growth.

Merger Network

Identify ideal merger partners through exclusive, data-driven matchmaking that evaluates culture, strategy, and member fit—supporting sustainable, long-term growth. Link to Merger Network Page

Table highlighting a credit union with ID #123456789 from the West region, with asset size $50-100M, featuring a connect icon.
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What Customers Are Saying

"In today's competitive nonprofit landscape, funding doesn't just go to the most deserving organizations- it goes to those who know their missions and how to tell their story effectively. That's exactly what CUCollaborate has done for us. In this application- completed under a tight deadline- they took the data we provided and delivered clear reporting, ensured compliance, and helped position us for renewal and future grant opportunities."

Pam McLain
Ferguson FCU

"We had no expectation this year of getting LID back, but when we were able to feel like we were ready to submit, and then it came back that we met the LID threshold. It was super exciting."

Matt Lehman
VP of Finance at Everence Federal Credit Union

"It was so easy to use the visualization. We pulled it up in a board meeting and were able to show why we wanted to focus on certain areas and where we saw opportunity—looking at where members are and aren’t, and identifying low-income census tracts where we could better reach potential members."

Lisa Church
VP of Retail Strategy, ABNB Credit Union

“ Thank you for the tremendous, tremendous support, effort, ingenuity, creativity, expertise, - everything that CU Collaborate brought to the table on our behalf. You hit a home run in the bottom of the ninth with two on and two out, man.​ ​ We genuinely appreciate and truly admire you and your team for what you did.”

Gary Perez
President and CEO at USC Credit Union

Ready to Accelerate Your Credit Union’s Growth?

Speak to one of our experts to learn about how CUCollaborate’s unique combination of technology and advisory services can drive unparalleled results for your Credit Union.

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