Ready to find out where your credit union stands…and what’s possible?
Helping credit unions get their groove back.
CUnity looks at how your credit union shows up…in your community, your brand, and every member interaction…and helps you become the financial home people are proud to call their own.
Why it's necessary
Tech. Trust. Growth: Choose 3.
AI tools are revolutionizing how people learn and communicate. “Digital transformation” means different things to different people. The challenges haven’t disappeared. You’re right to feel like they’ve only gotten larger.
Technology alone doesn’t build trust. Members want to feel heard and understood, in person and online, within institutions of care.
CUnity is built by people who’ve helped credit unions thrive through decades of change. At one time, your institution was indispensable to every member it served. Today, well, if you’re here, you know.
We bring our 50+ years of combined experience to helping your institution get its groove back. (And do even more good in your community along the way.)
Where we focus
Four areas. One aligned credit union.
Every touchpoint communicates something, whether digital or human. Those signals can either reinforce or quietly undermine what you’ve built.
Reframing the generational issue
You've tried "targeting young people." But is your experience built for someone whose financial lives (and expectations) are nothing like their parents? We look at if and how that gap appears and what it would take to close it. Guided by a Millennial with 15+ years of CU experience.
Digital UI/UX guidance
Align digital touchpoints across your app, website, and outreach to be welcoming and authentic. Ensure systems don't create stress, shame, or confusion. Kind, inclusive design celebrates existing members while welcoming new ones.
Beyond the Oversized Check
Sponsoring a local 5K is great, but on its own creates limited member pride and ownership. We'll get strategic with where and how your credit union shows up in the community, ensuring members, businesses, nonprofits, and the public know why your institution exists.
Member-centered messaging
Words matter. Every form, phone menu, or loan application shapes trust. Create simplicity, clarity, and consistency. Prioritize humanity, even when it's AI-powered. Ensure messaging cuts through skepticism for younger or disengaged audiences.
Our process
Meaningful growth.
Honesty, always. Could be uncomfortable. But together, we’ll reconnect with the passion that united those first members so many years ago.
When you say “we’re different,” we want your members to respond, “and that’s why they’re amazing.”
1: Discovery
What are your goals and challenges? How are your member needs unique? What's the feeling you want to convey in all interactions?
2: Review
How does your credit union show up across all its marketing channels? Seeing them, would your own family want to bank with you?
3: Collaborative design
Understand what led to current challenges. Refine offerings, service flows, and communication guides so everything resonates with your members.
4: Training & support
Equip your team to serve with empathy, whether on a screen or in person. Yes, we'll work with your chatbot, too.
5: Continuous refinement
You'll gain tools to self-assess what's working and evolve to fit changing needs. With your team empowered, member connection can grow like the old days.
Enhance your impact
Do good. Do well. Do more good.
We believe credit unions are inseparable from the communities they serve. Creating deeper connections is essential for marketing, sales, and the massive good you can sustain. Together, we’ll uncover local opportunities to grow your impact.
Turn intention into action.
Rooted in care
The guides behind CUnity are also founding board members of an effort dedicated to supporting survivors of financial abuse, known as FI SAFE. For too many, lives are held back by systems that fail to consider their needs.
We invite your team to consider how your credit union can better support domestic violence and human trafficking survivors in your community.
To learn more, visit Purple Bridges.
Connect
Book a growth & messaging review.
A conversation about where your credit union is today and what’s possible tomorrow.
The cooperative difference is real. CUnity helps your credit union shine ever-brighter in your community.
built with ♥︎ by
