Our StrateFi™ growth solutions help credit unions find their untapped growth potential, allowing you to think quantitatively and qualitatively, expand your horizons, and execute actionable steps across all platforms.
We are experts in process design and strategic facilitation, and can help you determine how success will be measured and track your progress along the way.
On-Site Strategic Planning Facilitation
Fully-Executable Strategic Plan Document
Strategic Tracking Dashboard & Metrics
Ongoing Accountability Monitoring and Coaching
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We handle each and every client like they’re our one and only. As a result, many come back time and time again for us to facilitate their next big project. We’ve worked with credit unions ranging in size from $15 million to over $3 billion in assets, Credit Union Service Organizations (CUSOs), Community Banks, and other small to medium sized businesses.