Small credit union Target a personalized B2C/SMB financial services outreach focused on small institutions with limited in-house IT and security resources to offer cost-effective, scalable solutions.

Security focus Leverage their use of Mimecast and GoDaddy to position enhanced email security, phishing protection, and domain management services as essential upgrades to mitigate risk and ensure regulatory compliance.

Growth opportunity With revenue in the low to mid single digits and a lean staff, present low-touch or advisory products such as cloud-based core banking add-ons, fintech integrations, or secure payment solutions that scale with growth.

Regional presence Sherwood, Wisconsin location suggests targeting local/regional banks and credit unions with speaking opportunities, local partnerships, and region-specific compliance and KYC support.

Tech modernization Offer modernization of communications, security posture, and website/domain hosting services to improve customer experience and operational resilience, using their current tech stack as a springboard.