Credit Union Consulting Services

Your charter probably allows more growth than you think. We combine proprietary modeling with deep regulatory expertise to identify your strongest expansion options and execute the path that fits.

Most credit unions qualify for LID and don't know it. We use proprietary software and three proven routes to designation to show you where you stand, get you approved, and help you retain the status year after year.

CDFI Certification unlocks federal funding most credit unions never tap into. We assess your eligibility, manage the application, and keep you certified through the ongoing reporting that trips most credit unions up.

Branch decisions too often get made on gut and tradition. We've already analyzed branch performance for every U.S. credit union, so we can show you exactly where to open, close, and invest.

Finding the right merger partner is harder than executing the deal. Our Merger Network matches credit unions on culture, geography, and strategic fit so the right conversations actually happen.

Eligible consumers can't join a credit union they've never heard of. Our acquisition platform, including Credit Union Match and onsite tools that turn more website visitors into members, puts your credit union in front of eligible consumers at the moment they're ready to act.