Growth and scale Target their expanding footprint and asset size of 2.5B by offering scalable digital banking, CRM, and LOS solutions that support 26 branches nationwide and a member base over 142,000.

Tech stack leverage Position integrated solutions that complement their existing tools (Tableau, Jira, ServiceNow, OneTrust, Microsoft Teams) with secure data governance, marketing automation, and audience analytics to optimize member experience.

Strategic partnerships Capitalize on their recent investment activity and CUSO collaborations (Trygoodbuy funding; partnerships with OWF, Reseda Group, Maps Credit Union) to offer co-branded fintech pilot programs and revenue-sharing opportunities.

Community programs Align with their community initiatives like Saves for Savings and Soccer for Our CITY to propose financial literacy platforms, youth engagement tools, and gamified learning apps that can drive wallet share and member loyalty.

Executive hires Engage through their leadership changes (general counsel, head of marketing, CIO search) to present targeted consulting, vendor risk management, and IT strategy services tailored for a growing, non-profit cooperative.