CO-OP Launching the ‘CU Strategic Investment Assessment’

April 23, 2020
CO-OP and EY Partner to Offer Program as Credit Unions Head into Strategic Planning

RANCHO CUCAMONGA, California – The Credit Union Strategic Investment Assessment Powered by CO-OP and backed by EY NextWave™ is becoming available on May 11 from CO-OP Financial Services at no charge to registered credit unions of the “in-person” THINK 20 conference. 

“It is more important now than ever for credit unions to carefully evaluate their strategy as we navigate the current market environment and a post-COVID-19 world,” said Samantha Paxson, Chief Experience Officer for CO-OP. “This tool is the perfect jumping off point to help credit unions ‘Activate Your Next’ even in these difficult circumstances. The timing is perfect as well – coming before the traditional strategic planning timeframe of the fall, it will enable credit unions to start transitioning from short-term response efforts to thinking longer-term about their institution’s strategic path forward.”

The new, proprietary assessment, customized by CO-OP for credit unions and informed by EY’s NextWave consumer financial research, provides credit unions with a strategic blueprint for institutional growth. The CU Strategic Investment Assessment is a complimentary benefit to registrants of the live, in-person THINK 20 conference, taking place August 17-20, 2020, at the Omni Hotel in Dallas, Texas. In order to take advantage of this opportunity, credit unions must register for the in-person conference by Thursday, June 18, and can do so immediately by visiting

Complete Overview to be presented at May 7 THINK 20 Virtual Event

CO-OP and EY will provide a complete overview of this exclusive opportunity at the THINK 20 Virtual event, being held Thursday, May 7. THINK 20 Virtual is a free event open to all credit unions, and registration can be completed immediately at

From May 11 to July 2, credit unions registered for the in-person THINK 20 conference can take the assessment. It begins with a survey, and will include data from credit union inputs, market/industry research and trends, and consumer trends to present a comprehensive picture of the scope and scale of opportunities available to individual institutions. The results will then be analyzed by experts from EY and CO-OP and shared with the credit unions ahead of the in-person THINK 20 conference. Analysis will include recommendations on a strategic growth model and next steps best suited to the credit union to maximize growth potential and best serve the needs of their members. 

The benefits of the assessment opportunity to participating credit unions include one-on-one consulting sessions with EY and CO-OP personnel at the in-person conference, to personally review their results package. Follow-up beyond the survey and consultations will include premium strategic content, including EY NextWave’s 2020 report on consumer financial services. 

The customized survey results package to those credit unions taking the assessment will include:

  • An executive summary of the credit union’s results.
  • A strategic blueprint outlining the strategic models with high potential to drive growth at the credit union, along with the data and meaning behind the institution’s current state and future state opportunity. This includes: “Who to Target”: Opportunity segments to focus on for the strategic model; “Where to invest”: Solution sets and capabilities needed to serve these markets; and “What it’s Worth”: Incremental segment penetration potential to create economic upside. 
  • A supplemental package enabling credit unions to dive into more detail regarding their strategic model, target member segments and recommended capabilities.

Credit unions registered by June 24 for the in-person THINK 20 conference will receive an instructional guide and unique code to take the assessment. CO-OP is recommending that each credit union identify a cross functional team to take the assessment together for the best results – the assessment itself will require about one hour to complete, but teams could spend three to four hours internally considering their input.  

“The CU Strategic Investment Assessment has been designed to uniquely give credit unions data and strategies specific to them,” said Paxson. “By investing the time and resources upfront to complete the assessment, credit unions will see maximum value, enabling them to identify the strategic opportunities that will lead to growth through primary financial relationship status with members.” 

Registration for the in-person THINK 20 conference is now at the “Summer Special” rate of $1,699, $300 off full price. To register by June 24 and be eligible for the Credit Union Strategic Investment Assessment, visit

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CO-OP Now Offering ‘CU Strategic Investment Assessment’ as a Standalone Opportunity
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THINK 20 Virtual Event On May 7 To Focus On Navigating Strategic Shifts Amid COVID-19 Environment
THINK 20 Virtual Event On May 7 To Focus On Navigating Strategic Shifts Amid COVID-19 Environment