Expand with Strategy

When seeking approval from the NCUA to expand your field of membership, whether to new communities or underserved areas, a comprehensive marketing plan is more than a formality. It’s a necessity.

 
Here’s What You Need

here’s what you need

The NCUA requires applicants to submit a Business and Marketing Plan, including:

  • A description of how the credit union will reach and serve the proposed market over the first 24 months

  • Details like demographic analysis, product positioning, outreach tactics, and promotional channels

OMNICOMMANDER helps credit unions craft this critical document: tailored, compliant, and compelling. As the #1 digital marketing agency for credit unions, we design marketing plans that meet NCUA standards and reflect who you are.

What We Offer

What’s Included:

Market & Demographic Analysis

Research includes population characteristics, underserved status, mapping, and community needs. Perfect for narrative or presumptive area applications.

Outreach Strategy & Budget

Campaign timelines and tactics like social media ads, branch events, print collateral, community partnerships, or festival presence.

Channel Recommendations

Focus on effective mix: localized digital advertising, social posts, flyers, school visits, on-site promotions, and partner collaborations.

Goals & KPIs for 24 Months

Project membership growth, share and loan trends, service uptake over two years including assumptions based on demographics and campaign impact.

Financial Narrative

Outline how marketing drives new accounts and revenue. We collaborate with your team to align with NCUA’s pro forma templates. 

Why It Works

Why It Works For Credit Unions

Streamline NCUA Approval

A well-structured, data-driven marketing plan increases your chances of expansion approval.

Structured, Member-First Outreach

Tactics grounded in your mission and community connect authentically and drive growth.

Confidence, Not Confusion

Leave the NCUA’s complex templates to us and focus on serving your new members.

 

Proceed with Purpose & Clarity

Let’s build a plan that positions your credit union for expansion and growth.

Start Your Expansion Marketing Plan