FOR CREDIT UNIONS
Long-Term Strategic Planning
- Develop ten-year strategic roadmaps grounded in a refreshed vision and mission
- Conduct scenario planning to future-proof the organization
- Facilitate strategy sessions with boards and executive teams
Issue-Focused Advisory
- Shape digital-first strategies to drive member growth, including youth acquisition, AI-enhanced engagement, and journey optimization
- Member primacy and profitability modeling to refine segmentation, targeted offerings, and portfolio uplift strategies
- Turn regulatory change—such as open banking and payments modernization—into strategic advantage
- Guide M&A strategy, including scale assessment, disciplined diligence, and integration planning
- Support leadership renewal, talent development, and organizational capability building
- Modernize compliance, finance, and treasury functions
Collaboration Strategy
- Build leveraged buying groups with major technology and platform providers to unlock shared value and innovation (e.g., Microsoft, SFDC, IBM, Temenos, etc.)
- Facilitate collective strategy development across credit unions to align priorities and drive system efficiencies
- Design governance models that support shared initiatives and provider partnerships
- Develop strategies to move open banking from a compliance exercise to a growth opportunity
- Curate and evaluate fintech partnerships, including qualification, contracting, and onboarding frameworks
- Develop third-party or partnership oversight risk management and performance oversight systems