On your journey to success, we’re here for you.
CDFIs,
Credit Unions & Community Finance Organizations
In the intricate world of Community Finance Organizations, achieving excellence demands a strategic blend of services that complement and build upon one another. At Hannah Capital, we offer a trio of powerful solutions:
Compliance primarily CDFI (re)Certification,
Corporate Development, and
Digital Transformation Services.
that collectively pave the path towards growth, efficiency, and impact.
Our Services
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Certification
For your certification or recertification needs, Hannah Capital is your one stop shop to guide you through the requirements, setting up the data collection systems and ensuring timely and accurate submission.
Both new and recertifying CDFIs will need to submit a Transaction Level Report as part of their application and annual reports. This report provides detailed information on individual loans and investments, offering deeper insights into the CDFI's activities and impact.
The CDFI Fund has adopted new reglations around the certification process. Early submission period is May 1 - July 1, 2024. There are more stringent criteria to demonstrate mission driven success. Get in touch by sending us an email now or click the link below to learn more. -
Corporate Development
At Hannah Capital, we understand the unique challenges that CDFIs face in today’s dynamic landscape. In the face of those challenges, we developed our Corporate Development services based on our organizational philosophy towards client services.
Our services are designed to first establish a clear baseline of where your organization is and then to design a plan to propel your organization Hannah Capital achieves this by guiding the organization to streamline its processes, to adopt more productive tools and to ret(r)ain the right personnel.
These activities should result in measurable programmatic and operational improvement. Give us a call now or click the link below to learn more.
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Digital Transformation
Community Development Financial Institutions (CDFIs) play a crucial role in providing financial services to underserved communities, making them a vital component of the financial sector. However, like other financial institutions, CDFIs are susceptible to a variety of cybersecurity risks.
Today, the key to success lies in harnessing the power of technology to drive efficiency, streamline processes, and amplify results. Investing in robust cybersecurity measures, employee training, and regular audits and assessments can significantly reduce the cybersecurity risk profile of a CDFI, ensuring that they can continue to serve their communities effectively and securely.
Get in touch by sending us an email now or click the link below to learn more.