Community Growth Target Greater Together CU as a community-focused financial services partner in Niagara Falls, leveraging its mission and local membership model to propose scalable digital and in-branch service enhancements that drive member acquisition and retention.

Technology Stack Utilize the credit union’s existing tech ecosystem ( Facebook Pixel, JSON-LD, JotForm, Constant Contact, SweetAlert2, Gravatar, Material Design Lite) to offer integrated marketing automation, member onboarding improvements, and secure, user-friendly digital experiences that can be sold as a packaged modernization solution.

Growth Readiness With 11-50 employees and revenue in the 1–10 million range, position to offer scalable fintech BPO, compliance, and back-office solutions that align with their growth stage and potential expansion plans within Niagara County and surrounding communities.

Competitive Positioning Highlight opportunities to differentiate through personalized financial services and local community focus by offering tailored member engagement tools, targeted lending analytics, and digital marketing services that align with a community credit union’s values and Equal Housing Lender status.

Risk and Compliance Emphasize secure, compliant technology and processes that support NCUA insured institutions, including data privacy, security assessments, and reliable CX improvements, appealing to credit unions seeking safer digital transformations and regulatory alignment.