Small Credit Unions - Tools and Resources

Credit unions under $100 million in assets will have access to these products as a complimentary member benefit.

• Check Deposit Notice Generator (CDNG) allows your credit union to evaluate any check offered for deposit and generate a hold, collection, warning, or decline notice to provide to the member to prevent a loss on that check.
• Account Insurance Estimator (AIE) allows your credit union to estimate the maximum federal insurance (NCUSIF) coverage of funds in any member’s account(s) for the ten most popular types of coverage and generate a customized estimate and estimate form to provide to the member.

Cyber attackers target networks of small companies because they tend to be less secure than larger corporations. As a smaller organization, you don’t have the time, resources, or budget to implement expensive, time-consuming security practices. Trace Security can assist.

RecoveryPro is an online system that guides credit unions through the creation, maintenance, and testing of robust business continuity plans (BCPs) using model content, checklists, worksheets, business process summaries, and more. All content can be completely customized to your credit union’s operations.

RecoveryPro is deeply discounted for affiliated credit unions and priced as low as $249 annually for credit unions under $50 million.

Zogo is a financial education app geared toward Gen Z members however we have found that it attracts people of all ages and increased membership in credit unions who have implemented it. The app includes more than 300 quick and educational modules addressing over 120 finance topics, from debt to credit cards to retirement. In addition to providing financial education, the App offers great opportunities to brand your credit union. Zogo offers special pricing for small credit unions.

Shared Branch Network provides convenient branch access from coast to coast with the CO-OP Shared Branch Network. Even the largest credit union is a small player in the financial services marketplace, but with Shared Branching, any credit union is able to provide a network that rivals the nation’s largest banks while still being a community-focused financial institution.