Small Credit Union Targeted outreach to a member-owned community financial institution with 11-50 employees and assets around 70 million presents opportunities for tailored B2B partnerships, vendor services, and community-focused solutions.

Branch Network With three branches in Oshkosh and Neenah, there is potential for regional engagement strategies, ATM/branch technology upgrades, and localized marketing collaborations to drive member acquisition and retention.

Competitive Rates Promote cross-sell opportunities around mortgages, high-rate CDs, IRAs, and low-rate loans by offering competitive lending products, financial planning, and retirement services to deepen wallet share.

Tech Stack Fit Leverage their existing tech footprint including AWS, ASP.NET, Google Analytics, and digital advertising tools to propose integrated fintech partnerships, security enhancements, and streamlined digital onboarding.

Growth Potential Revenue in the low-to-mid millions and a member base over seven thousand indicate room for scalable services such as core banking upgrades, compliance solutions, and advisory services to support expanding membership.