Fractional PMO (Program Management Office) Outsourcing

By working with Sparrow, credit unions launch the most needed financial solution for young adulthood (such as student loans) without having to shoulder any of the associated risk. Instead, they leverage the data of each individual to automate the creation of a multi-product relationship, all within the credit union’s branding.

Sparrow’s marketplace functionality turns the credit union into the “Expedia” for private student loans, allowing them to help members find the best rates across 21+ lenders. The white-labeled experience is so differentiated that seven out of 10 non-members who go to the credit union’s site elect to become members.

After bringing younger members through the door, Sparrow then leverages marketing sequences called “Automations” to provide tailored recommendations from the credit union that result in loyal, long-term membership. This goes far beyond student loans, instead promoting the credit union’s checking accounts, credit cards, secondary savings accounts, auto loans and more.

No core integration is required, and Sparrow provides pre-tested, recommended marketing content for the credit union’s review to help teams get off the ground fast.

Learn more about Sparrow’s solutions

Talk to one of our CUNA Strategic Services alliance managers to learn more about Wipfli. We’ll help you identify and evaluate the best solution for your credit union.