About

A specialized vendor sourcing consultancy built exclusively to serve credit unions with under $500 million in assets. The updated platform addresses the unique operational constraints of smaller financial institutions by streamlining the identification, vetting, and implementation of critical technology and compliance partnerships.
CU Texting 2.0 focuses heavily on modernizing member engagement by pairing small credit unions with purpose-built digital communication platforms and payment systems. By bypassing one-size-fits-all legacy systems, the consultancy ensures smaller institutions can deploy compliant, high-impact text messaging and mobile payment workflows that match the digital capabilities of larger tier-one banks.
Recognizing that operational continuity is a critical priority for federal regulators, CU Texting 2.0 has also expanded its core consultancy to include expert sourcing for succession planning services. This new offering connects leadership teams with specialized executive search and transition experts, directly reinforcing NCUA regulatory readiness and safeguarding long-term operational stability.