Strategic Solutions

Since credit unions aren't banks, the operational policies and strategic approaches used in the conventional banking sector aren't developed with credit unions in mind. However, our Strategic and Operational Consulting Services were. We provide expert advice, tools, insight and support — and it comes from people who understand the business and culture of credit unions.

Let us assist with:Photo of desk in Central 1 office

  • Plans and frameworks. Access tools and intelligence to design and facilitate annual operating plans and implementation frameworks.
  • Processes and improvements. Get expertise and support for centralization initiatives, process redesign initiatives, and improvement projects.
  • Project management. Leverage project management expertise to effectively implement projects and programs.
  • Integrator projects. Obtain advice and support for the initiation and facilitation of integrator projects, such as a group purchase.
  • Offerings expansion. Identify and take advantage of new products and services that benefit credit unions sharing a common interest.
  • Wealth management strategy development. Access market assessments, profiling, branch business case development and additional tools for a robust wealth management strategy.
  • Board assessment. Obtain an integrated set of Board governance assessment tools to audit performance, ensure compliance and foster success.
  • Due diligence. Get information, advice and assistance on the road towards a potential merger.


Get in touch   |  1.800.661.6813