Tech leadership Recent leadership change with a new Chief Technology Officer indicates potential refresh in technology strategy and modernization initiatives, creating opportunities for IT services, cloud migration, and digital optimization solutions.

Small team Very small workforce (2-10 employees) suggests high potential for managed services, lean IT support packages, cybersecurity monitoring, and scalable SaaS deployments tailored to a tight budget and limited internal resources.

Finance focus Operating as a federal credit union with revenue under 10M signals a need for cost-effective technology upgrades, regulatory/compliance tooling, member experience enhancements, and data analytics to drive member engagement.

Data tooling Existing tech stack includes Power BI, SQL Server, Azure, SharePoint and New Relic, presenting opportunities for advanced BI projects, data integration, cloud optimization, and performance monitoring services.

Market positioning Industry peers and comparables span banks and credit unions with varying scales, indicating room to position value through cybersecurity, digital channel optimization, and scalable IT managed services as the organization grows.