Small and mid-size credit unions face a version of the digital transformation problem that’s easy to overlook: they need the same modern lending and deposit experience as their larger peers, with a fraction of the internal resources to evaluate, implement, and manage new technology.
Clutch’s expanded Accounts Team, led by Enterprise Accounts Manager Laura Traikov, is built around that reality. Rather than a single national sales motion, the team is organized regionally, with account executives dedicated to the Northeast, Midwest/South, and West, working alongside Clutch’s 30+ credit union league partners and aligned with TruStage’s regional teams.
The structure reflects a simple premise: small credit unions get better outcomes from in-person relationships and consultative guidance than from a generic enterprise sales process. Each account executive on the team brings prior experience from fintech and financial services organizations, including Persado, Backbase, and Blend, and is focused specifically on helping smaller institutions modernize lending, deposit growth, and member onboarding without requiring a large internal technology team to manage the transition.
“As small credit unions navigate a rapidly evolving, digital-first environment, our new Accounts Team is here to empower their journey,” said Laura Traikov, Enterprise Accounts Manager. “Our personalized, consultative solutions ensure they can deliver the modern, personalized services their members expect while driving sustainable growth.”
For credit union leagues and small credit union executives evaluating fintech partners, the practical takeaway is this: a regional, relationship-driven support model can matter as much as the technology itself when the team implementing it has limited bandwidth to spare.
Request a demo to see how Clutch’s regional team can support your credit union’s digital transformation.