Employee benefits proposition Target organizations with SEGs that already partner with Southwest Airlines by highlighting SWACU as a complimentary employee benefit, emphasizing potential to offer higher dividends and lower loan/credit card rates to attract and retain staff.

Digital education outreach Leverage the Ace Jr. financial education initiative as a value-add for employee families in potential client companies, presenting a turnkey program that can boost financial literacy and engagement within the workforce.

Tech-enabled partnerships Position SWACU’s tech stack—cloud services, collaboration tools, analytics platforms—as a foundation for scalable, secure digital banking experiences for large SEGs, with a focus on ease of integration for employer benefits platforms.

Growth and scalability Emphasize mid-sized credit union model with revenue in the lower tens of millions and 50–200 employees, signaling nimble, customer-focused service suitable for expanding employer groups and quick onboarding.

Cross-sell and financial products Identify opportunities to cross-sell through existing SEGs by offering competitive loan and credit card rates, higher savings dividends, and advisory services to improve employee financial wellness and retention.