Cornerstone Foundation Partners with Cloverleaf CMS toExpand Financial Coaching Impact Across the Region

The Cornerstone Foundation today announced a strategic partnership with Cloverleaf CMS, a client management system developed by Cooperative Processing Resources (CPR), to strengthen financial coaching and financial well-being services delivered by credit unions across the region.

Through this partnership, the Cornerstone Foundation and CPR are launching Cloverleaf CMS as a FiCEP-aligned coaching platform that empowers credit unions to deliver more consistent, data-driven, and impactful financial wellness services. The platform is purpose-built for organizations providing financial coaching, financial wellness, housing counseling, and related services, offering an integrated system that streamlines case management while improving outcomes for individuals and families.

“This partnership is about removing barriers for both coaches and members,” said Courtney Moran, executive director of the Cornerstone Foundation. “Cloverleaf CMS streamlines the coaching process, allowing credit union staff to spend less time on administrative tasks and more time helping individuals and families achieve meaningful financial progress.”

CPR leadership said the collaboration underscores a mutual commitment to advancing financial well-being through purpose-built tools that support credit union coaches and the communities they serve.

“We’re proud to partner with the Cornerstone Foundation to strengthen the financial well-being of individuals and families across the region,” said Rost Ginevich, president of CPR. “Cloverleaf CMS gives credit union coaches the structure and insights they need to transform lives, and Cornerstone’s commitment to that mission makes this collaboration incredibly meaningful.”

Designed for Credit Union Financial Coaching Programs
Cloverleaf CMS delivers a comprehensive suite of tools that support both the technology and coaching process in one secure system, enabling coaches to focus more on people and less on paperwork. Key features and benefits include:

• Purpose-Built for Credit Unions. A platform intentionally crafted to strengthen financial coaching teams, deepen community impact, and help credit unions empower members toward long-term financial well-being.
• Technology + Coaching Process in One System. Intuitive workflows, documentation, and tools combined into a seamless experience that supports consistent, high-quality coaching delivery.
• Built to Drive Measurable Member Outcomes. Tracks meaningful financial transformation—including changes in income, debt, savings, credit scores, and goal achievement—to demonstrate real community impact.
• Secure Member Intake and Communication Portal. A private, member-friendly environment for document sharing, form completion, appointment scheduling, and ongoing engagement throughout the coaching journey.
• Real-Time Dashboards for Coaches & Managers. Clear, actionable visibility into progress, caseloads, outcomes, and trends at the member, coach, credit union, and regional levels.
• Enterprise-Level Security and Document Management. Built on a secure, compliant architecture with SOC 2 Type II controls, ensuring sensitive member data and documents are protected and accessible only to authorized users.

Cloverleaf CMS is available in multiple tiers to accommodate organizations of varying sizes and needs. CPR also provides training, technical support, and quarterly Q&A sessions to support successful adoption and ongoing use.

Informational Webinar
Credit unions and partner organizations interested in learning more about Cloverleaf CMS are invited to attend an informational webinar:
Wednesday, Jan. 21, 10 a.m. Central Time

Registration for the webinar is available on Cornerstone Foundation’s website.

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