How Credit Unions Can Steal SoFi’s Playbook
Drive Member Acquisition, Account Retention and Deposit Growth
In 2011, SoFi was founded with a single student loan product. In 2025, SoFi opened more new checking accounts than every U.S. credit union combined. How?
Download your free report to gain valuable insights:
- How SoFi executes an 85% cross-sell rate from student loans to other products
- The exact deposit share SoFi is taking directly from credit unions
- What Gen Z and Millennials really think about credit unions, fintech and digital banking
- The six-part playbook of strategic and tactical steps to take right now
The $10 Billion Opportunity for Credit Unions
With the Big Beautiful Bill bringing huge upheaval to the student loan industry in 2026, there’s never been a more urgent time for credit unions to step up. Industry experts estimate federal changes will generate a $10 billion lending gap to be absorbed by the private market.
Simply fill out this form to download.
Simply fill out this form to download.
Drive Member Acquisition, Account Retention and Deposit Growth
In 2011, SoFi was founded with a single student loan product. In 2025, SoFi opened more new checking accounts than every U.S. credit union combined. How?
Download your free report to gain valuable insights:
- How SoFi executes an 85% cross-sell rate from student loans to other products
- The exact deposit share SoFi is taking directly from credit unions
- What Gen Z and Millennials really think about credit unions, fintech and digital banking
- The six-part playbook of strategic and tactical steps to take right now
The $10 Billion Opportunity for Credit Unions
With the Big Beautiful Bill bringing huge upheaval to the student loan industry in 2026, there’s never been a more urgent time for credit unions to step up. Industry experts estimate federal changes will generate a $10 billion lending gap to be absorbed by the private market.