Built for Small Credit Unions

Credit unions were built on relationships. We help you extend them into the digital world.

Your members don't come into the branch like they used to. But the relationship doesn't have to fade. Ostrich runs the digital side for small credit unions, especially those without a dedicated marketing team. That frees your team to do the work that only happens in person.

Let's talk about your members
A credit union member reading a message from her credit union on her phone
The Reality

You already know what you should be doing. The constraint isn't ideas — it's capacity.

Your team is stretched across everything that keeps the doors open. Consistent member communication is the first thing to slip, and banks and fintechs have whole teams for exactly that.

You handle the community.
We handle the screen.

What only you can do

  • Show up at the financial literacy night
  • Sponsor the local team
  • Sit across the desk from a member
  • Know the community better than anyone

What Ostrich handles

  • The weekly newsletter
  • New member onboarding
  • Branded financial wellness
  • Organic social & board-ready reporting
What Ostrich Handles

The work we run for you, week after week.

These are the things we're set up to run today. On a quick call, we'll figure out the right mix for your credit union. Pick and choose just what you need.

TVACU Weekly Briefing — a sample member newsletter

Weekly newsletter & new-member onboarding

Every Monday, a branded newsletter lands in members' inboxes: smart money tips, local headlines, and current rates that bring them back to you. And the moment someone joins, an automated welcome sequence introduces your credit union. That's especially valuable for indirect-lending members who came in through a dealership and don't yet know who funded their loan.

A branded financial wellness hub for credit union members

A branded financial wellness hub

A financial wellness destination under your brand: interactive tools and calculators, a financial health score, an article library, life-stage pathways, local content, and rate comparisons. It's where the newsletter sends members, and where they keep coming back between branch visits.

A monthly board-ready engagement and email performance report

Board-ready monthly reporting

Each month, a clear report on the marketing metrics that matter: member reach, email open and click rates, tool and rate-page activity, and channel growth. Built to walk straight into a board meeting without a marketing analyst to decode it first.

On-brand organic social posts for a credit union

Organic social that tells your story

We help you show up consistently on social, telling your credit union's story and keeping a clear, differentiated voice in front of members and your community. Ongoing, on-brand posting that reinforces everything else you're already doing.

What Ostrich Delivers

A fully managed member communication & marketing program.
Your brand. About two hours of your time per month.

We handle content, compliance, delivery, and reporting. Your team spends about two hours a month, including a monthly check-in call, reviewing work that's already done.

What you get

  • Owned communication channels, with no algorithm and no ad spend
  • Promotional emails for your own campaigns: product launches, rate specials, community events
  • Board-ready monthly reporting on the metrics leadership cares about: member reach, tool usage, and channel growth
  • NCUA-compliant content with an auditable review trail on every send
  • Everything under your brand (members don't see Ostrich), owned by you and portable if you ever bring it in-house

Especially valuable for

Turning indirect lending members into real relationships

Many members join your credit union through a car dealership or other third-party lender and may not know you funded their loan. The new member onboarding sequence is designed specifically to change that: introducing your institution, building familiarity, and converting a loan account into an actual relationship before the first payment hits.

How It Works

Up and running in weeks, not months.

01

We get to know you.

One conversation: your field of membership, growth priorities, member profile. That's the foundation.

02

We build and launch your program.

Branded microsite, email templates, onboarding sequences, compliance framework, all built end to end. You review and approve. We go live.

03

We run it — week after week.

Every week, a newsletter. Every new member, a welcome sequence. Every month, a report. You approve. We handle everything else.

Why Ostrich

The equivalent of a marketing team,
without the hiring.

For a monthly retainer comparable to or less than a part-time coordinator, you get a full content team, a proven playbook built for credit unions, and infrastructure you own outright.

Built for small credit unions

We work exclusively with small credit unions, so we know NCUA compliance, the cooperative model, field-of-membership dynamics, and the pressure you face from banks and fintechs.

You own everything

Your member relationships, your content library, your onboarding sequence. Everything is deployed through your credit union from day one, so members never see Ostrich. There's no vendor-platform lock-in, and if you decide to bring things in-house, everything we produce stays with you.

Done for you

Content, compliance, delivery, reporting. Your team approves. We handle the rest, about two hours a month from you.

AARP portfolio company

Backed by one of the most trusted brands in financial wellness, with institutional stability and credibility your board will recognize.

When Credit Unions Reach Out

The moments credit unions usually call us

New leadership

A new CEO or executive team wanting to establish a communication rhythm and make the most of existing member relationships.

Board pressure on growth

Member engagement and retention targets on the agenda, with leadership expected to demonstrate visible progress.

A tool that didn't deliver

A financial literacy contract ending with low engagement and little to show for the spend.

Merger, rebrand, or core conversion

Moments when consistent member communication becomes especially critical — and especially visible.

Growing indirect portfolio

A large book of members who came through a dealership or third party and have no real relationship with the institution yet.

No marketing bandwidth

An understaffed function, or no dedicated marketing function at all, where consistent communication keeps getting deprioritized.

Proof

"Y'all go above and beyond what the contract said y'all would do and what we expected. It means a lot. We appreciate it."

Josh Hench
Josh Hench President & CEO, Tuscaloosa VA Federal Credit Union
AARP Innovation Labs Portfolio Company AARP Innovation LabsPortfolio Company
Tens of thousands of people reached with financial education since 2019, including live financial-literacy events at more than 30 universities.
Our Mission

Why we built Ostrich

Credit unions exist to serve communities the big banks are too big to serve: the niche field of membership, the local employer, the member the national bank won't call back. That mission is harder to deliver when members live online and the relationship lives in a branch they rarely visit.

Ostrich exists to close that gap, to make it easier for a small institution to stay close to the people it was built to serve.

For our founding team, this is personal. One of us watched credit unions help his family rebuild after the 2008 crisis; the other came from England and had to learn the U.S. financial system from the ground up. Different starting points, same conviction: credit unions are woven into our own stories, and that's why serving them matters to us. They show up for the communities and the people the big banks too often overlook.

Ostrich founders William Glass and Andrew Holliday in conversation
If This Sounds Familiar

Already have a financial literacy tool or an agency? Keep them.

Ostrich isn't a replacement. It's the consistent, owned channel they were never built to run. A platform gives members content to find. An agency runs the occasional campaign. Neither shows up every Monday, or welcomes a new indirect-loan member by name.

What you might already have
  • Financial literacy platform
  • Marketing agency
  • Paid social
Activity
What's missing

A consistent, owned channel that shows up every week.

Continuity
Questions

Questions credit unions ask us

Can we customize the branding to match our credit union?

Yes. Everything Ostrich produces runs under your brand, not ours. The microsite is hosted in your colors, logo, and branding. The newsletter goes out from your sending domain. The onboarding sequence is in your credit union's voice. Members never need to know Ostrich exists, and you own the brand experience end to end.

We already have a financial literacy tool (Banzai, Zogo, iGrad). Why do we need this?

You don't necessarily have to choose. Ostrich is designed to complement what you already have rather than replace it. Those tools are content destinations, and Ostrich is the engine that drives members toward them. Today you pay for a financial literacy platform and wait for members to come find it. With Ostrich in place, every week your members get a newsletter that points them to the tool, the calculator, the article, the rate, and we tie that engagement back to the marketing metrics that matter: online tool usage, rate-page views, open and click rates, and channel growth. If the existing tool is performing, we make it perform better; if it isn't, that conversation gets easier because the data is in front of you.

We already have a marketing agency. Why do we need this?

Agencies run campaigns; Ostrich runs the relationship. Those are two different jobs. Your agency is great for a brand refresh, a billboard campaign, or a quarterly push on auto loans, and that work matters. What most agencies don't do is send a weekly newsletter, a personal welcome to every new indirect-lending member, and a board-ready engagement report every month: the ongoing communication infrastructure they were never built to run. Most of our credit unions keep their agency and add Ostrich: the agency does the campaign work, we handle the weekly rhythm, and the two reinforce each other.

We don't have the bandwidth to manage another vendor or program.

That's exactly who this is built for. Ostrich is fully managed: we handle content, compliance review, delivery, and reporting. Your team spends about two hours a month with us, including a monthly check-in call. We provide a defined intake process for rates and new-member lists, and run the rest. Most leaders describe it as the equivalent of a part-time marketing hire without the hiring, with no recruiting, onboarding, benefits, or management overhead.

How do you handle NCUA advertising compliance? We can't have content going out without review.

Compliance is built into the workflow, not bolted on. Every piece of member communication runs through an NCUA-aligned checklist before it sends, with an auditable trail on every piece: the date it was reviewed, against which standard, and what changed. The checklist is built once for your institution and adapted to your compliance posture, and your team has final approval before anything goes out.

How do we justify this to the board?

The board narrative is straightforward: a consistent, owned communication channel into your membership, a measurable engagement rhythm (member reach, email engagement, tool and rate-page activity, and channel growth), and a portable asset the credit union owns outright. Most credit unions fund it by reallocating existing budget (from a financial literacy contract, marketing spend, or a fragmented vendor stack that hasn't delivered) rather than as net-new spend. We deliver monthly board-ready reporting designed to make that story easy to tell.

What happens if we want to leave or bring this in-house?

You own everything from day one: your brand, content library, subscriber list, and microsite. The program is non-exclusive and fully portable. If you ever want to bring it in-house or move to another vendor, you walk away with all the assets and the playbook intact. Most vendors build lock-in into the contract; we've intentionally built the opposite, because ownership and portability are what credit unions tell us matter most when they evaluate vendors.

Who else have you done this for?

We're bringing to credit unions what banks and fintechs have done for years. We've worked across financial services: partnering with national fintech companies including Chime and Acorns, building a direct-to-consumer financial wellness app that reached tens of thousands of people, and running live financial literacy events at more than thirty universities. The content engine, scoring system, and engagement playbook were built over years of that work, against real consumer engagement data. On the credit union side, TVACU (Tuscaloosa VA Federal Credit Union) was our first signed credit union for the managed program, and we have prior working relationships with All In Credit Union, North Alabama Educators, and Kimberly Clark Credit Union, plus active partnerships with the League of Credit Unions and the Tennessee Credit Union League.

What makes Ostrich different from another vendor offering to do this?

Three things. First, we're built specifically for smaller credit unions, not the billion-dollar institutions with in-house marketing departments. We focus on the community-rooted CUs that need this most and tend to get overlooked. The well-known financial-wellness names treat credit unions as a sponsor of their consumer product; we treat you as the customer, your brand goes first, and the whole program is sized for an institution without a marketing team. Second, we're a fully managed service rather than a tool. You don't have to figure out how to use us: we deliver the work, you spend about two hours a month with us, and the program runs. Third, we operate as a partner, not a transactional vendor: direct involvement, a real willingness to push back on requests we don't think will work, and a level of service smaller credit unions rarely get. You already know what you should be doing. For most credit unions the hard part is execution, and that's the part we own.

For Credit Union Leaders

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