Plan your 2027 digital growth

See it working

Meet Copper Credit Union.

Copper is a demo credit union we built on our new CMS. In under two minutes, see what members get — and what your team gets to run.

Quick links, promotions and products up front
Rates your team updates — live the same day
Loan, savings and certificate calculators
Branch and CO-OP shared-branch ATM locator
Clear paths to join and apply
Blog, promotions and events built in

Explore the live demo site

What's new

Four ways we can help in 2027

Pick the one that fits your plan, or put them together. Every one is built for credit unions — and only credit unions.

Websites

Our new CMS

A modern website your team can actually run.

Edit pages, rates and promotions without a support ticket
We host it, so changes go live the same day — not in a vendor queue
Calculators, rate tables, locator and apply paths built in
SOC 2 secure, WCAG accessible, compliance-aware

Scoped to your credit unionSee the demo

Strategy

Blueprint

Your quarterly marketing plan — built by credit union experts and AI, made for your team to run.

2–3 growth priorities tied to members, loans and deposits
Search & AEO plan, paid media plan, 13-week social calendar
Rate & offer calendar plus a compliance checklist
KPI scorecard and a 45-minute senior strategy call each quarter

$500–$2,500/mo · billed annuallyPlan with Blueprint

Growth marketing

Build

Full-service growth marketing. Senior experts, AI speed, one partner.

Build: Search — SEO + AEO, in Google and in AI answers
Build: Paid — high-intent ads geo-targeted to your field of membership
Build: Social — community content, member stories, short-form video
A live dashboard: applications, cost per funded loan, member growth

$1,500/mo per module · Build Complete $5,000–$7,000/moGrow with Build

Board portal

CUboardroom

New features are launching before year-end — included at no extra cost for CUboardroom credit unions.

Meetings, documents, voting and minutes in one secure place
MFA for every user, private-cloud hosting
SOC 1 Type 2, SOC 2 Type 2 and ISO 27001 credentials

Coming before year-end

Meeting Book: combine PDF, Word, Excel and PowerPoint files into one PDF
Minutes with motions and action items, plus agenda formatting and auto-outlining
Folder-level document permissions and your own display order
Votes with decisive outcomes (e.g. approved by simple majority) and adjustable closing dates
Quorum tracking for events and votes
Action items assigned to people or groups, with completion tracking
Passkeys and authenticator-app MFA, with admins choosing which options to allow
Private groups, bulk group assignments, and new layout and color theme options
Multiple reminders per vote or event, notification controls, and reporting upgrades

New features: no extra costSee CUboardroom

For your budget worksheet

Put real numbers in the plan.

Straight from our pricing, so the line item you write is the line item you get.

New website on our new CMS
Scoped
Quoted on your planning call
Blueprint
$500–$2,500 / month
$6,000–$30,000 · billed annually
Build — one module (Search, Paid or Social)
$1,500 / month
$18,000 · 12-month term
Build Complete — all three modules + Blueprint
$5,000–$7,000 / month
$60,000–$84,000 · 12-month term
CUboardroom's new features (current clients)
$0 / month
$0

2027 pricing for SmartSource services
Line item	Per month	Per year
New website on our new CMS	Scoped	Quoted on your planning call
Blueprint	$500–$2,500	$6,000–$30,000 · billed annually
Build — one module (Search, Paid or Social)	$1,500	$18,000 · 12-month term
Build Complete — all three modules + Blueprint	$5,000–$7,000	$60,000–$84,000 · 12-month term
CUboardroom's new features (current clients)	$0	$0

Ad spend, if any, is passed through at cost — never marked up. Optional done-for-you setup for Blueprint is priced separately.

Not sure where to start?

Get your Digital Branch Score in 60 seconds — a free check of how your website shows up for members.

Get my score

Why SmartSource

One partner for your website and your growth.

01

25+ years, CU-only

We've served credit unions — and only credit unions — since 2001.

02

We host your site

Your website lives with us, so landing pages, tracking and SEO changes ship same-day.

03

Built-in trust

SOC 2 secure. WCAG accessible. NCUA-aware. Your compliance officer keeps final sign-off.

Book your 2027 planning call.

A short call with our team. We'll look at where your digital branch stands, what your board wants to see next year, and what it costs to get there.

No obligation

Real pricing, not a pitch deck

Credit union experts only

Let's plan 2027

Tell us a little about your credit union and we'll reach out to schedule.