Small Insurance CU Target a smaller insurance-focused credit union with mid-market IT and security needs, leveraging their limited but growing size (11-50 employees) and revenue in the mid-range to position cost-effective technology and cloud services that scale with growth.

Cloud and Security Emphasize cloud and security solutions given their tech stack includes AWS and Cloudflare, offering managed cloud migration, security posture assessments, and ongoing threat monitoring tailored to financial services.

Digital Growth Leverage their online presence and digital tools usage (YouTube, Font Awesome, SweetAlert2) to propose UX/UI enhancements, digital engagement platforms, and analytics to boost member acquisition and retention.

Growth Opportunity With revenue in the $25–50 million range and comparable peers in the credit union space, position scalable fintech integrations, API-driven services, and back-office automation to improve efficiency and customer experience.

Competitive Position Position as a partner for modernization to remain competitive against larger banks and credit unions by delivering cost-effective IT modernization, data security, and compliance enablement tailored to mid-sized financial institutions.