Community Focus A small, locally rooted credit union with under 50 employees and a single branch in College Place, WA. Target local decision makers with tailored MSP/CRM, security, and customer experience solutions that scale from 11-50 staff to broadened member services.

Member Growth Almost 4,000 members indicate room to expand deposits, loans, and digital services. Position offerings around member engagement, digital banking enhancements, and streamlined loan origination to support new member acquisition and cross-selling.

Tech Stack Existing technology stack includes WordPress, MySQL, Microsoft 365, and jQuery plugins. Opportunities exist to optimize website security, data analytics, and modernize legacy-facing interfaces while leveraging familiar tools for smoother adoption.

Strategic Partnerships Past collaboration with TruHome Solutions for mortgage products signals openness to partnerships. Propose integrated mortgage/commercial lending platforms, origination systems, or fintech partnerships to expand product suite and referral networks.

Community Engagement Active in events with an upcoming annual meeting. Use this as a trigger to offer event-driven marketing, member education portals, and community outreach platforms that reinforce loyalty and drive digital adoption among members.