SWBC® Announces Strategic Partnership with The Stellar Financial Group
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Collaboration Provides Credit Unions with Enhanced Growth and Member Engagement Solutions
SAN ANTONIO, TX (October 20, 2026) – SWBC®, a diversified financial services company, announced a strategic partnership with The Stellar Financial Group, a leading provider of member growth solutions for credit unions. The collaboration expands the resources available to credit unions, helping them accelerate loan growth, attract deposits, increase membership, and strengthen member engagement.
Together, SWBC and The Stellar Financial Group will provide data-driven tools and strategies that help credit unions identify opportunities within their existing membership and support sustainable growth. The partnership enhances SWBC's existing financial institution offerings with The Stellar Financial Group's specialized expertise in member acquisition, retention, and portfolio optimization.
"The opportunity to partner with a company that just celebrated its 50th anniversary serving the credit union industry is quite a privilege," said Craig Simmers, founder and managing partner of The Stellar Financial Group. "The experience of our 25 years serving over 1,900 credit union clients has resulted in a suite of member growth solutions that fit well with the products and services SWBC has provided their clients over the years."
Through the partnership, credit unions will gain access to specialized growth solutions designed to address key strategic priorities, including:
- Increasing checking account acquisition and penetration
- Growing core deposits
- Improving indirect lending retention
- Recapturing auto loan refinance opportunities
- Expanding home equity and HELOC portfolios
- Identifying untapped revenue opportunities
- Increasing member engagement and wallet share
"Credit unions have an incredible amount of information about their members, but the real value comes from turning those insights into action,” said Wanita Perez-Kaupert, EVP-Product Management of SWBC’s Financial Institution Group. “The Stellar Financial Group’s analytics-driven approach complements our existing offerings and gives our clients additional tools to identify untapped potential, strengthen member relationships, and make more informed decisions across their portfolios.”
A key differentiator of the partnership is its focus on transforming data into action. While many credit unions possess valuable member data, turning that information into measurable results can be challenging. Through advanced analytics and targeted strategies, the partnership will help institutions deliver more relevant member offers, improve campaign performance, and maximize marketing return on investment.
As credit unions look ahead to 2027, the partnership will provide additional resources and expertise to help institutions address key priorities and drive measurable portfolio growth.
About SWBC
As a diversified financial services company, SWBC provides financial institutions, businesses, and individuals with a wide range of insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and Mexico and manages businesses worldwide. No matter how wide its reach, SWBC always listens to our customers’ needs, analyzes their current situations, and recommends customized solutions. For more information about our innovative approach to personalized service, visit SWBC’s website.
About The Stellar Financial Group
Founded in 2000, The Stellar Financial Group provides marketing, lending, deposit growth, and member acquisition solutions to credit unions, community banks, and financial institutions nationwide. The company has helped more than 1,900 financial institutions execute effective marketing and communication strategies designed to grow market share, generate loans and deposits, and deepen customer relationships.