Growth Strategies

If approved, the combination of CrossPoint FCU and Nutmeg State Financial CU would be finalized by the fall of 2025.

The combined entity’s 220 employees will serve more than 62,000 members at a dozen locations.

“Estate planning is one of the most important, and often overlooked, steps in achieving long-term financial wellness."

The CEO, COO and CIO, all of whom coincidentally share a first name, take us behind the scenes of their Florida credit union’s merger and expansion plans.

Idaho-based credit union plans its first bank purchase and market expansion outside the state, pending regulatory and shareholder approvals.

Failing to correct systems or processes that are cumbersome, inaccurate or unfair to members comes at a major cost.