Small nonprofit scale Target: Cbw Schools Fcu is a small IT services and consulting firm with 2-10 employees and revenue in the 1M-10M range. Sales approach should emphasize affordable, scalable IT solutions and managed services suitable for small teams.

Credit union focus Business potential lies in financial services technology and security needs typical of credit unions, such as digital banking enhancements, CRM integrations, compliance tooling, and cost-effective hosting for member-facing portals.

Recent partnership Recent news shows a partnership with Main Street Checks to broaden member options and affordability. Leverage this relationship to pitch integrated payment solutions, check processing optimization, and vendor management services.

Tech footprint Tech stack includes WordPress, PHP, and open-source components on Ubuntu. Opportunities exist for modernizing legacy websites, improving security, performance optimization, and upgrading web-based member experiences.

Growth parallels Comparable credit unions in the market have mid-to-large employee bases and higher revenue bands. Position up-sell options in scalable IT services, cloud-based productivity, data analytics, and cybersecurity to support growth without commensurate staff expansion.