Core Upgrade Opportunity OCCU recently signed with Sharetec to upgrade its core processing, signaling willingness to modernize operations. There is an opportunity to propose complementary solutions that integrate with the new core, including digital banking enhancements, payments, and data analytics.

Small-Firm Value Tie As a small credit union with limited staff and mid-range revenue, OCCU is likely sensitive to total cost of ownership. This creates a sales opening for scalable, cost effective solutions such as cloud hosting, managed services, and modular add ons that align with their core upgrade.

Digital Footprint Growth OCCU's current tech stack includes WordPress and SEO tools, suggesting a strong digital presence strategy. There is room to offer website security hardening, performance optimization, and ongoing content marketing services to attract and retain members.

Regional Partnership Play Focused on Oshkosh and Winnebago County, OCCU represents a regional opportunity to provide localized financial technology solutions, community education program support, and partner alignments with other Wisconsin credit unions to drive scale while maintaining local service.

Integrated Security & Compliance Upgrading core systems typically heightens the need for robust security and regulatory compliance. Propose security services, fraud prevention, risk management, and compliant hosting options that integrate with their core and digital channels, delivering risk mitigation and trust.