How To Help Your Bank or Credit Union Finish 2024 "STRONG"
Finish your bank or credit union strategic planning year by supporting staff, taking inventory, readjusting, giving back and more.
Read MoreSeta clear vision for your team so everyone works toward the same goal. And, celebrate together when you get there.
No matter how much the market changes, your brand needs clarity and consistency. Take the time to build the right brand for your strategic goals.
Solution bundles should set up your financial organization for success for decades to come. Invest in your leaders now so they’re prepared to carry the organization long after you’re gone.
We’ll assess your current marketing efforts and make recommendations so you can see immediate results.
Understand your workflow and your team's place in it to maximize productivity at your institution.
We’ll help you identify target audiences and craft a brand message that resonates with your staff, members and community.
You’ll operationalize your brand and create sales and service standards that help grow the bottom line.
We’ll help you equip your managers so they have the skills to lead organizational change.
Michelle Small
CEO, Kelly Community FCU
$147 million assets
Yvonne Kershner
CEO, Brazos Valley Schools Credit Union
$1 billion assets
Cindy Beauregard
CEO, Heart of Louisiana Credit Union
$144 million assets