Our Services
Helping Credit Unions Secure Funding, Achieve Certification, and Serve Diverse Communities
How can we help you?
We specialize in preparing compelling, competitive applications for Financial Assistance (FA), Technical Assistance (TA), and the Small Dollar Loan Program (SDLP). From eligibility checks to narrative development and compliance reviews, CUwise helps your credit union tell its story in a way that resonates with the CDFI Fund — giving you the best chance to win.
Getting certified as a Community Development Financial Institution (CDFI) opens doors to funding and partnerships. We guide you through the entire process – eligibility, target market analysis, accountability requirements, and application submission – so your credit union can focus on what it does best: serving members.
Serving immigrant and minority communities means more than offering products — it means speaking your members’ language. CUwise provides certified, federally compliant translations for disclosures, marketing materials, and member communications, ensuring you meet Title VI requirements while building trust with every member.