Membership Reach Target outreach to residents and workers in Milwaukee, Waukesha, Washington, and Racine counties, plus WEC Energy Group employees and retirees, and members of the International Brotherhood of Electrical Workers in Wisconsin and Michigan to expand credit union membership and cross-sell financial products.

Tech Stack Leverage Leverage existing digital platforms (WordPress, Shopify, MySQL, Microsoft 365, iCIMS) to deploy targeted digital marketing, onboarding experiences, and membership acquisition funnels, enabling efficient cross-sell of loans, mortgages, and saving products.

Financial Scale Revenue range indicates mid-market capabilities ideal for bundled loan offers, auto financing partnerships, and enhanced digital banking services to increase wallet share among current members and attract new members from similar credit unions.

Growth Partnerships Position as a community-focused credit union with potential partnerships in energy, utilities, and electrical sectors, aligning with WEC Energy Group affiliates and IBEW members for employee benefits, payroll-based lending, and savings programs.

Competitive Positioning Differentiate from larger banks by stressing personalized service and financial education programs; offer scalable solutions such as remote account opening, mobile financing, and member education webinars to capture market share from national competitors.