IT Modernization The credit union operates a Windows Server and IIS stack with ASP.NET and relies on analytics tools. As a small team, they could benefit from outsourced managed IT services to modernize infrastructure, migrate to a secure cloud environment, implement automated backups and disaster recovery, and proactive monitoring to reduce downtime and security risk.

Security Compliance As a financial institution, strengthening cybersecurity and regulatory compliance is essential. Propose a security assessment, MFA adoption, endpoint protection, phishing training, and ongoing monitoring; offer readiness for frameworks like SOC 2 and FFIEC-aligned controls.

Analytics Growth They currently use Matomo, Piwik, and Google Analytics, indicating interest in data insights. Offer advanced analytics consulting, website and digital banking optimization, and data integration with CRM to attract more members and increase digital engagement.

Fintech Partnerships Position opportunities around modern payment processing, card services, ACH/BACS integration, and digital onboarding solutions, enabling partnerships with fintech vendors that can scale with a growing member base.

Managed IT Support Due to the small staff size, outsourced IT support, help desk, and compliance tasks can reduce downtime and free resources for member services; propose flexible SLAs, cost-effective packages, and onboarding support.