Member-owned value Highlight the credit union’s not-for-profit, member-owned model and potential to upsell technology and financial wellness solutions that enhance member benefits and loyalty, such as digital banking enhancements and cost-saving programs.

Regional footprint Leverage their Northwest Indiana and Illinois presence to tailor local market campaigns, partner with CO-OP networks for expanded ATM and branch accessibility, and offer region-specific loan and deposit products.

Growth leadership Note recent leadership addition to the board and ongoing strategic hires as signals of expansion and governance maturity, presenting opportunities for fintech, governance, and board-focused advisory services.

Wellness partnerships Capitalize on the GreenPath Financial Wellness collaboration to propose enhanced financial education platforms, debt-management tools, and member engagement programs.

Tech stack maturity Address their cloud and security posture with offerings around cloud optimization, security, compliance, and integrated fintech solutions compatible with Google Cloud, Azure, Office 365, and VMware to support digital banking initiatives.