Summit Community Credit Union

$1.2B credit union losing young members to fintechs and megabanks. Mobile app rated 2.8 stars, deposits growing only 2% vs 8% industry average.

Focused on relationship-based financial advisory for young families instead of competing on digital convenience alone. Transformed branches into Financial Centers and launched targeted homebuyer programs.

50% growth in Young Families segment in 3 years. Mobile app rating improved to 4.5+ stars. Transformed 4 branches into advisory-focused Financial Centers.