Other highly specialized knowledge solutions:
We off comprehensive knowledge and formation of Credit Union Service Organizations (CUSO) and or Subsidiary divisions, to determine if specific or majority of business offerings can or should be structured under collaboration strategies.
Lead development solutions to increase revenue streams, expand service offerings, improve on efficiencies, while decreasing operational expense to compliment “core” business lines.
Other Services areas include:
- Board Governance Merger and Acquisitions
- Participation and Securitization Strategies Increasing revenue steams Improvement and utilization of technology platforms
- Fee income enhancers Improvement in the overall efficiency of operations
- Survey program to best recognize service levels In-depth research projects
- Best Practices Assessments
We can customize to your needs!
SERVICES
Financial Institutions Strategic Plan Facilitation & Consulting
If you're in need of a new facilitator or find it's a struggle to get your organization to execute effectively on unclear growth opportunities...you've come to the right place!
This is just the basics of what we offer:
Approach: We work on a "no non-sense" approach. We won't inundate you with unnecessary information that doesn't apply to your needs or spend hour's word-smithing on your mission statement.
Strategies: We'll draw out the best ideas from all participants to identity opportunities, confront realities and collaborate on solutions, by identifying the top 3-5 winning strategies that can be implemented to drive real and measurable results.
No Paralysis of Analysis: Because of our many years of experience, we c an quickly surmise and validate various strengths and weaknesses of your organization, and look to captivate on those strengths and/or improve on the weaknesses.
Realistic Timelines: Plan realistic and properly targeted time-frames with benchmarks to stay mission driven. Monthly, quarterly or yearly strategy requires a due date, a name and a clear way to measure benchmarks to make certain they've been completed.
Succinct: We help you get and stay "focused" with specific target measurements.
Accountability: We take a more "hands on approach", which means we take our role seriously with accountability to ensure your goals are obtained to the best of our abilities.
Implement and Execute: We assist in determining your key components, align appropriate implementation plans, assign key people and ensure systems are in place to effectively launch product program strategies.
Follow-up: Continue, monitor and track results to ensure the "wheels" are in motion to meet goal objectives.