Free tool for credit unions
How strong is your digital branch?
Ten yes-or-no questions about how members find you, join you and hear from you online. See your score right away, then unlock the fix for every gap.
- credit unions
- 275+
- years in CU
- 25+
- projects delivered
- 1,000+
Question 1 of 10
Every pixel. Every branch. Every member.
The checkup covers the same ground as the first phase of the SmartSource Assessment, at a glance. Here's what each question is looking for.
- Local search
When someone searches “credit union near me,” do your branches show up with the right hours, address and phone number?
Check Google, Apple Maps and Bing for every branch and ATM.
SEO & Local Search - AI search
Have you checked what ChatGPT, Google AI Overviews and Perplexity say about your credit union?
More people now ask an AI assistant which credit union to join before they visit a website.
SEO & Local Search - Member conversion
On a phone, can a visitor find current rates and start an application within two taps of your homepage?
Your website is your busiest branch, and most of its traffic is on mobile.
Digital Branch Websites - Accessibility
Has your website been tested against WCAG 2.1 AA accessibility guidelines in the last 12 months?
That means automated scans plus a manual check with a keyboard and screen reader.
Digital Branch Websites - Easy edits
Can your marketing team update rates, promos and disclosures themselves the same day, without waiting on a developer?
Including scheduling a rate change or promo to go live at a set time.
Digital Branch Websites - Paid media
Can you say how many new members or loans last quarter's ad spend produced?
Not clicks or impressions. Members and loans.
Advertising & Campaigns - Member engagement
Do you reach members with useful content (email, blog, social) at least twice a month, beyond rate promos?
Financial education, local stories, product tips and similar.
Content Marketing - Measurement
Do you get a monthly report that connects website visits to applications and new members?
A dashboard your CEO and board can read in five minutes.
Analytics & Reporting - Hosting & security
Is your website hosted on SOC 2-audited infrastructure with a web application firewall and DDoS protection?
Your examiner may ask for your web vendor's SOC reports.
Hosting & Security - Board governance
Does your board get packets, minutes and votes through a secure portal instead of email attachments?
Board materials often include member, financial and exam information.
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