The CUSmart team has the experience and expertise necessary to help your credit union contract for the appropriate products and services at the most competitive pricing.
Each of our innovative SmartKitsSM includes clearly defined project plans, timelines, team member and vendor responsibilities, as well as functional activities.
Prior to working with CUSmart, the organization had executed multiple mergers using paper and Microsoft Excel based formats to stay organized. Transitioning to CUSmart’s Merger SmartKit has been excellent. Our team is able to utilize a centralized and customizable task list. The task list includes a variety of items that we may not have considered traditionally which helps in a smooth merger. Additionally, the tool creates a Gantt chart that allows us to reverse into our timeline and view it from multiple locations to stay on schedule.
MAX VILLARONGA, EL PASO AREA TEACHERS FEDERAL CREDIT UNION
BRANCH OPENING SMARTKIT
The Branch Opening SmartKit was very helpful in keeping our project organized. The project tracker helped to keep all deliverable owners on the same page. The reports kept the project running efficiently by showing which tasks were past due and which tasks were coming due, which could then be sent to the project team. CUSmart was very responsive, despite a large time difference, helping with questions, user assistance, and training for the project team. The template provided a good starting list of tasks needed to open a new branch and I really enjoyed the ability to customize the project tasks to meet our individual needs.
SCOTT UYEHARA, HAWAIIUSA FEDERAL CREDIT UNION
CREDIT UNION MERGER & BRANCH ACQUISITION SMARTKIT
BRANCH OPENING SMARTKIT
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News & Stories
The Denver Post | 09-Aug-2016
Partnership will have more than $620 million in assets.
Two of the metro area’s oldest credit unions — Denver Community Credit Union and Sooper Credit Union in Arvada — are merging, creating a financial institution with more than $620 million in assets, the two announced on Tuesday.
The merger is expected to be completed by the third quarter of 2017. They will operate out of nine locations, but have not yet decided on a new name.
“This partnership is the next step — a foundational step — toward our larger goal of providing our members with a broader platform of products and services,” Sooper’s president and CEO Dan Kester said in a statement.
“We are both state-chartered, with similar cultures and philosophies, and we have worked very collaboratively for many years,” Denver Community president and CEO Carla Hedrick said in a statement.
Denver Community was formed in 1934 and serves members in Adams, Arapahoe, Jefferson and Denver counties.
Sooper formed in 1951 and primarily serves members in Colorado, Wyoming, Utah and New Mexico.