CU Strategic Planning Partners with CU RateReset

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Two Industry Leaders in Tranformational Change Join Forces

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"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,..." Jamie Strayer, Founder CU Strategic Planning.

CU RateReset, the provider of Financial Product Acquisition and Retention Software, today announced 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 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. 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. 

Joe Brancucci, President, CU RateReset said. “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.”

“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,” said Jamie Strayer, Founder of CU Strategic Planning. “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.”

“Credit Unions that have not explored new digital transformation strategies may lose member relevance. Strategic planning that helps credit unions reimagine what is possible by utilizing new innovations for a new generation of members is the key to future success. The track record of our two companies to help credit unions be more successful makes this partnership unique and unparalleled,” said Stacy Augustine, President and CEO of CU Strategic Planning.

About CU Strategic Planning:
CU Strategic Planning has developed more best practices than almost any other organization in the credit union industry. They have developed over 73 award-winning CDFI applications, each required groundbreaking new products, policies, partnerships, and programs creating many innovations now shared with hundreds of credit unions that drive loan growth and create a new standard for ROA - four times the industry average. For more information on CU Strategic Planning visit
About CU RateReset:
CU RateReset offers award winning products that allow the member to be in control of what has historically been routine administrative tasks that are time consuming for both front line and support staff. Both Reset Auto and Reset Mortgage, products successfully tested and adopted in the market, allow a member to reset the term of an existing auto loan, personal loan or mortgage based on credit union criteria. The software promotes loan retention at a very low cost, and provides a member with a favorable view of the member advocacy of the credit union. The Digital Pre-Approval Solutions make it simple and fast for a credit union to acquire or recapture member automobile loans, mortgage loans, personal loans and credit cards. For more information on CU RateReset visit

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Keith Kelly                             
CU RateReset                        

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Keith Kelly
CU RateReset
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