Consulting
Credit Union Field of Membership Consulting
Field of membership expansion can be daunting — the CUCollaborate team eases the process and helps you expand your FOM to the largest extent possible.
Expand Your Field of Membership!
We guarantee your amendment application will be accepted, or we will refund you if we cannot receive an approval.
If you are interested in learning more and receiving a customized consultation, please fill out the form on the right or call us today at (202) 831-2500 to learn more about how we can expand your field of membership!
Client Feedback
“CUCollaborate has been instrumental in helping us see what our potential as a credit union can be. Their expertise and knowledge have helped us chart a course to help us double or triple our membership potential.”
Samuel Crane
President/CEO, Desert Rivers Credit Union
Our Services
You can hire us to file a single amendment application, but most of our clients choose to hire us on retainer. With this option you will have access to all of our products:
- Consulting
- ExpandCU, our one-of-a-kind proprietary field of membership software
- JoinCU, a solution for seamlessly determining membership eligibility
- Software that targets digital marketing to people eligible to join your credit union
- A solution that streamlines the process of adding Select Employee Groups (SEGs)
- Adding a Low-Income Designation
And more! We are always developing new software to meet our clients' needs, and a retainer gives you access to our future products.
Market and Opportunity Assessment
Our goal is to completely remove field of membership as an obstacle to your credit union's growth. CUCollaborate will put together a presentation specific to your credit union to go through field of membership and the different opportunities available to you. We analyze your credit union's branch structure, business model, and growth goals to identify the best ways you can expand. We have developed proprietary field of membership analysis software that enables us to go through all possible underserved area expansions and show you on a map the best possible underserved area for your credit union. We can present to you and your board remotely or in-person to ensure all internal stakeholders are on the same page.
Application Writing and Project Management
The amendment application process can be lengthy and complicated, as the NCUA often comes back and requires changes. CUCollaborate takes care of the whole process for you! We can equip you with resources so you can better explore and develop your own strategies, or you can hire us to present strategies to you and help you execute on them. Our clients are credit unions under a variety of charter types. We help credit unions who are federally or state chartered as well as community, multiple common bond or TIP charter.
