Credit Union Consulting Services

CUCollaborate offers a variety of credit union consulting services ranging from field of membership expansion to branch strategy — with our holistic approach, we outline and help you execute the best growth plan for your credit union.

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Find Out More

Your business is our business, and we’d like to be a long-term partner with you as you grow. That said, we have included per project pricing to allow for “apples-to-apples” comparison with our competitors and analyze the optimal approach for your organization.

Call us today at (202) 831-2500 or fill out the form to learn more about how we can expand your field of membership!

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Field of Membership Consulting

Expand Your Field of Membership

We completely remove field of membership as an obstacle to your credit union's growth. Our staff will put together a presentation specific to your credit union to go through field of membership and the different opportunities available to you. Download our FOM Handbook for more information on field of membership.

Field of Membership Services:

  • Market and Opportunity Assessment

  • Application Writing

  • Project Management

  • Application Approval Guarantee

Learn more about our credit union field of membership consulting services.

Business Development

Adding Select Employee Groups

CUCollaborate has developed an SEG Application software solution for streamlining the process of adding select employee groups. Our software takes basic information from an online form that prospective SEGs fill out and uses it to automatically produce an SEG request letter for your Board of Directors to vote on, and a completed NCUA 4015 form.

Business Development Offerings:

  • SEG Application

  • Adding an Association

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Branch Strategy

Grow Your Branches and ATMs

CUCollaborate is committed to making sure you find the best site possible for your next branch. We know this is a big decision, which is why we are dedicated to walking you through the process step-by-step and committed to full transparency.

Branch Strategy Services:

  • ATM/Branch Network Optimization

  • Branch Concept Development

  • Expansion Analysis

  • Training and Development

  • Site Feasibility

  • Universal Banker Implementation

Learn more about our credit union branch strategy services.

Charter Conversion

Is Your Credit Union Charter Type Still Working?

Credit unions must re-examine their big-picture needs from time to time, and that often leads to the question of whether you’re operating under the appropriate charter. It may have worked in the past, but will it take you where you want to go? Community charter or multiple common bond? State or federal? Given the changes in your business or the economy and regulations, it’s a good idea to look into all of these questions occasionally. We start with a primer on state to federal charter conversions.

We help both state and federal credit unions convert their charter — below are some resources on charter conversion:

  • State charter to federal charter conversion

  • Federal charter to state charter conversion

  • Federal community charter to federal multiple common bond charter conversion

Learn more about our charter conversion consulting services.

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Low-Income Designation

Need Help Qualifying?

Attaining a low-income designation provides a variety of benefits for your credit union such as secondary capital, loan/grant opportunities, and special field of membership rules. CUCollaborate helps you successfully navigate this process and demonstrates how this will impact your field of membership. Download our Low-Income Designation guide to learn more about the benefits of switching.

We can help you qualify for a low-income designation, so you can access the following:

  • Nonmember Deposit Benefits

  • Secondary Capital

  • Member Business Lending Cap Exemption

  • Loan and Grant Opportunities

  • Special Field of Membership Rules

  • CDFI Application Assistance

Learn more about qualifying for a low-income designation.

CDFI Certification Consulting

Become CDFI Certified

CUCollaborate is dedicated to helping you navigate the certification process, so you can access CDFI grants. Learn more about the process for becoming a CDFI certified credit union.

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