CUNA Strategic Services and CU RateReset Partner to Bring New Software Solutions to Credit Unions and their Members

September 14, 2017



Vicki Christner – CUNA Communications; (202) 508-6754; 
Tracy Travis – CUNA Marketing; (608) 231-4219; 

MADISON, Wis., and McLean, Va. (September 14, 2017) – CUNA Strategic Services announced a new strategic alliance with CU RateReset. CU RateReset provides credit unions with a simple and easy solution to retain existing loans and generate more loans while giving their members more power over products.

“CUNA Strategic Services is demonstrating our confidence in CU RateReset and the value its services can provide to credit unions by adding them to our line-up of trusted providers as well as establishing an ownership interest in CU RateReset,” says Eric Gelly, President of CUNA Strategic Services. “We are looking forward to bringing our credit unions solutions that will create an engaging member experience, improve operational efficiencies and increase revenue streams while retaining existing loans and broadening relationships with members. Collaborations like ours with CU RateReset are critical to assisting credit unions in their digital transformation.”

CU RateReset’s three primary solution programs are:

Reset – for Auto, Mortgage, Credit Cards, CDs, and Personal Loans:
CU RateReset enables members to reset existing financial products they have with a credit union without the cost and hassle of refinancing. Credit unions select members for inclusion in the program based on their own internal requirements while CU RateReset automates the member outreach, reset and the closing documentation. CU RateReset also automates loan and CD retention so member advocates can focus on expanding existing and developing new member relationships.

LoanGEN – for Loan Acquisition and Recapture:
This service allows credit unions to re-capture member mortgages, auto loans, personal loans and credit cards at other financial institutions as well as showcase products to attract new members. Members can design their custom auto payment and move their existing loans over to your credit union.

Digital Pre-Approval - for Credit Card, Auto Recapture, Home Equity Loans and new CD’s:
Credit unions can select members to receive pre-approved offers. CU RateReset creates a personal URL and it is then placed into an email, traditional mail, social media or text message.

“The current process for loan acquisition and retention is extremely inefficient and, in the case of loan retention, can be nonexistent, and presents a significant business opportunity,” said Joe Brancucci, President of CU RateReset. “CUNA Strategic Services recognizes this opportunity and we are delighted to work together to leverage our strengths and bring greater innovation to the marketplace. This is a very positive development for our organizations and the credit union movement.”


About CUNA Strategic Services:
CUNA Strategic Services Inc., owned jointly by Credit Union National Association (CUNA) and the state leagues, saved credit unions more than $20 million in 2016 through its alliance program. CUNA Strategic Services, with our alliance providers, offers products and services that contribute to credit unions’ bottom lines, add to their peace of mind and enhance their relationships. For more information about CUNA Strategic Services, visit

About CU RateReset:
CU RateReset offers award winning products that allow the member to be in control of what has historically been routine administrative tasks that are time consuming for both front line and support staff. Both Reset Auto and Reset Mortgage, products successfully tested and adopted in the market, allow a member to reset the term of an existing auto loan, personal loan or mortgage based on credit union criteria. The software promotes loan retention at a very low cost, and provides a member with a favorable view of the member advocacy in the credit union. The Digital Pre-Approval Solutions make it simple and fast for a credit union to acquire or recapture member automobile loans, mortgage loans, personal loans and credit cards. For more information on CU RateReset visit