Leadership Change Recent appointment of Sarah Distin as president and CEO in late 2022 signals potential shifts in strategic priorities and vendor relationships. This presents an opportunity to engage at the executive level with a tailored value proposition aligned to new leadership priorities.

SME Focus Credit union with 11-50 employees and revenue in the $10M-$25M range suggests a small to mid-market financial services client that could benefit from scalable banking technology, cybersecurity, and payment processing solutions geared to mid-sized financial institutions.

Technology Stack Current tech stack includes web and performance tools (Google Fonts API, JSON-LD, imagesLoaded, jQuery Migrate, WP Engine, HTTP/3, Ionicons, jQuery Waypoints). This indicates openness to modern web performance and developer-friendly integrations, offering opportunities for digital modernization, CRM/marketing automation, and secure API-based services.

Growth Readiness The organization has historical roots dating to 1941 and remains a community-focused credit union, suggesting potential for expansion initiatives, member experience enhancements, and white-label or local-market financial technology deployments to support growth without large-scale enterprise adoption.

Financial Signal Revenue in the $10M-$25M band coupled with a narrow employee base indicates budget-conscious operations that may prioritize cost-effective, high ROI solutions such as centralized security, fraud prevention, and cloud-based core banking add-ons with favorable total cost of ownership.