MCCLEAN, Va.–CU RateReset, the provider of financial product acquisition and retention software, said it has entered into a strategic partnership with CU Strategic Planning to offer credit unions solutions in a rapidly changing market with sound strategic planning assistance, CDFI designation and grant services, joint credit union technology innovation, and digital transformation solutions.CU RateReset's three primary product programs are:
* Reset - for Auto, Mortgage, Credit Cards, CDs, and Personal Loans which enables a member to reset existing financial products they have with a credit union without the cost and hassle of refinancing.* LoanGEN - for Loan Acquisition and Recapture which helps a credit union to recapture member mortgages, auto loans, personal loans and credit cards at other financial institutions as well as showcase products to attract new members.* Digital Pre-Approval - for Credit Card, Auto Recapture, Home Equity Loans, Personal Loans and new CD's that provides members with a digital offer that they can review, make choices and execute the required documents and even authorize a balance transfer.CU Strategic Planning, Tacoma, Wash., works with credit unions large and small to improve both their financial performance and the impact they have on their community. Whether it's through consulting, strategic planning or grant writing, CU Strategic Planning helps credit unions achieve missions that make a difference. Founded in 2008, they have assembled an elite team- the best of the best in the industry, the company said. "From former trade association executives to turn around CEOs, their team shares a passion for making the world a better place by helping credit unions to thrive.""We are very excited to team up with CU Strategic Planning and believe this joint effort will help the overall industry as credit unions face the challenges of staying relevant in a rapidly changing market, while evolving their strategic plans to include vital digital transformation," said Joe Brancucci, president of CU RateReset.Added Jamie Strayer, founder of CU Strategic Planning, "CU Strategic Planning was founded with the mission to fulfill the promise of credit unions to meet the needs of their communities with financial strength and soundness- the credit union double bottom line. CU RateReset continues the long history of credit unions inventing financial products that have shaped the financial landscape by meeting consumer needs. The commitment of our partnership is to give credit unions tools that don't exist anywhere else in the market that improve the lives of their members and the financial returns to the credit union, regardless of size, field of membership, designation or experience of each credit union."For info: http://www.CURateReset.com or http://www.creditunionstrategicplanning.com.
