Cloud and Security Leverage United Trades FCU's use of Microsoft 365 and web tech to upsell enhanced cloud security, identity and access management, and data protection services (MFA, backup, threat monitoring) to improve resilience for a member-owned financial institution.

Digital Marketing Enablement Capitalize on existing Facebook Pixel, Google Tag Manager, Open Graph, Gravity Forms, and cart functionality to propose CRO, analytics-driven marketing, and CRM integrations to boost member acquisition and loan product uptake.

Lending and Payments Modernization Position targeted lending and payments enhancements tailored to skilled trades unions in the Pacific Northwest, including digital loan origination, card processing, merchant services, and ACH/payroll integrations.

Security and Compliance Offer security risk assessment, PCI compliance assistance, fraud prevention, and SOC 2 readiness services to support risk-managed financial services operations.

Strategic Partnerships Develop partnerships with trade unions and regional employers to expand membership and cross-sell financial products, supported by co-branded programs and referral incentives.