Credit Union Business Development
First Voice: Community Development Summit
CU Strategic Planning grows credit union loan portfolios by opening doors between credit unions and non-profits. These doors are opened by listening, NOT marketing. Learn more about hosting a groundbreaking participatory action event.
What is First Voice?
It is a "participatory action" event. More than a focus group, it drives action. Are other organizations sending loans to you because you have shared goals to help people? They will after this meeting.
Reduced marketing expense for long-term lending pipelines
Recognition as a community leader
Regional media coverage
Access to local grants
How does it work?
Non-profits need credit unions. They just don't know it. Getting them to the "ah-ha" isn't telling them. They need to see it for themselves. First Voice event is hosted by your credit union, facilitated by CU Strategic Planning.
Step 1: Non-profits, social service agencies, and local foundations share their signature programs and barriers to helping more people- their clients' access to capital. A shared epiphany that your products are the solution changes everything.
Step 2: You package products to meet their clients' needs (just like SEGs) and execute partnership agreements to work with the clients of the non-profit.
Step 3: The non-profits send you loans. It's that easy!