Click HERE for examples of recently published Showcase Papers!

We help Credit Unions, CUSOs, Business Owners and Entrepreneurs Collaborate for Success

We're passionate about helping credit union industry vendors and Credit Union Service Organizations reach their full potential. In many cases, Credit Unions, Credit Union Service Organizations, Business Owners and Entrepreneurs are like ships passing in the night, missing opportunities to collaborate for mutual growth and success.

CUinfluentialsm is the source for identifying and presenting key solutions to issues facing the credit union industry.

We research and identify CUSOs and qualified industry vendors that can serve the needs of credit unions and their members, then introduce them industry-wide to Credit Unions, select Credit Union Service Organizations, key industry leaders, and trade association resources such as the National Association of Credit Union Service Organizations.

We create and publish comprehensive, thoroughly researched white papers, articles, and targeted press releases to introduce individual CUSOs and/or vendors to key credit union decision makers. We then promote the published papers through creative social media posts and direct mail distribution in order to boost readership and lead generation directly to our clients.

We get results - we're INFLUENTIAL!

CUinfluentialsm

...the credit union industry's premier collaborartive business influencer

CULTIVATING A COLLABORATIVE CULTURE

CUinfluentialsm addresses the critical issues facing credit unions by independently vetting and researching qualified small business solutions providers and presenting them to the credit union industry. Our issue/solutions-focused outreach program is designed to introduce select small businesses, credit unions and credit union service organizations for mutual growth opportunities.

Our comprehensive B2B white papers and articles document complex and challenging issues that confront bottom line growth, present facts and create logical arguments in favor of available solutions and present specific solutions offered by qualified small business entities, potential or existing CUSOs and other service providers with a authenticated success in delivering solutions to issues such as regulatory compliance, asset quality and growth, membership growth, talent acquisition, competition, business services, and more.

We reach tens of thousands of credit union, CUSO, and business executives through our affordable published white papers, promotional LinkedIn posts and direct email. If you are a credit union looking to collaborate with other credit unions, a CUSO wanting to expand your client base, or a small business solution provider wanting to offer your services to the credit union industry, we want to hear from you. You won’t believe how cost-effective collaborative growth can be.

What Our Clients Say

When Gelde Advisors sought to gain broad, national exposure promoting its services to credit unions, the firm reached out to CUinfluential and Mike Hales. After discussion with Mike and review of his company's offerings, Gelde Advisors engaged CUinfluential.

Mike immediately immersed himself in understanding our business model, researching the current state of commercial real estate credit markets, authored a comprehensive market-oriented white paper, and distributed the whitepaper to targeted credit unions nationwide.

We were thrilled with the speed, comprehensiveness and strategic targeting CUinfluential provided us. We would highly recommend its services to other companies withing to engage with the credit union industry.

John Hancock, Principal

Marty Treece, Principal

Gelde Advisors

Portland, OR

About CUinfluentialsm

CUinfluentialsm enables Credit Unions, CUSOs and Entrepreneurs to collaborate, grow, and succeed. Our mission is to introduce these entities and encourage them to come together to share knowledge, resources, and ideas. We are committed to fostering a collaborative community that supports mutual innovation and growth.

Meet Mike Hales, Founder

Mike knows small business and he knows Credit Unions. Mike served on the board of directors of the National Association of Credit Union Service Organizations (NACUSO) for nearly 2 decades, and chaired the Business Services, Governance, and Membership Growth committies. A well-known credit union consultant, Mike was president of the venerable Credit Union consulting firm Counter Intelligence Associates and partner with the Rochdale Group, where he was lead consultant in the design and development of 16 Credit Union Service Organizations (CUSOs), each owned by multiple credit unions.

As a former banker, Mike was a commercial lender, trust officer, regional vice president / sales manager and community bank president. He chaired the California Bankers Association Sales and Marketing Committee for several years.

Mike is a graduate of Lincoln University Law School, the American Bankers Association School of Bank Marketing Management and Strategic Planning at the University of Georgia, and the NACUSO / Pepperdine University Designing and Implementing Collaboration and Business Networks certificate program at the Pepperdine University Graziadio School of Business and Management.

Mike is also a published author, having written The Handbook of Consumer Banking Law (Prentice-Halll) and The Language of Banking (McFarland Publishing). In addition, he has written and published multiple credit union white papers and articles.

Clients and Collaborative Supporters

The Credit Union Collaborative Support Ecosystem is comprised of CUSOs, non-CUSO Credit Union Service Providers/Vendors, and credit union-focused FinTechs that are dedicated to the growth and sustainability of the Credit Union Industry. The following CUSOs and non-CUSO Service Providers are seeking additional investments, credit union participation, or both.

Artificial Intelligence

Business Model: CUSO (in formation)

Website: https://www.convergentai.tech

Market: Nationwide

Products / Services: By combining 24/7 intelligent, empathetic avatars with

on-demand human experts, CongergentAI helps credit unions respond instantly, guide members consistently, and connect high-intent conversations to the right human experts across digital, branch and contact center experiences. ConvergentAI helps credit unions and mortgage lenders turn applicant intent into action with instant answers, guided next steps, and seamless access to the right human expert at the moment support is needed, in any language.

Clients: Credit unions and mortgage CUSOs

Contact: David Patten, Founder & CEO - david@convergentai.tech

Comments: ConvergentAI:

Supports private, consistent communication across channels with security practices designed for regulated environments;
Provides natural, always-available interactions through voice, chat, and video avatars that are approachable and brand-aligned;
Connects with existing systems, teams and workflows through an implementation model that requires minimal It lift;
Preserves context as members move from digital research to specialist conversations or in-branch interactions;
Reduces in-branch wait times with AI-guided support that can ansers questions, explore products, and connect with specialists;
Maintains applicant momentum with immediate answers, help completing next steps, and connection with loan officers.