Working with Credit Unions to make a sustainable future

What we do

Viability Transformation

Income

Loan Growth
  • Loan Size Adjustment
  • Interest Rate Optimization
  • New Offerings & Markets
Fee Income
Referral/Advisory Fee/Commission Income
  • Insurances/Protection
  • Wealth Planning
  • Retirement & Inheritance Planning

Cost

Financial Analytics
Process/Value Stream Mapping
Member Service Transformation
Embedding Business & Data Analytics
Persona Development
Member Journey Mapping
Segmentation & tailored marketing
ME & MX Development across all channels

Business Transformation
Organisation Assessment & Redesign
Process Efficiency Enhancements
Change Management Process Development
MI & Reporting
Cultural Change
Governance Design
Merger Support
Strategic Planning
Strategic Planning Process Facilitation
  • Purpose & Values
  • Ideation Process
  • Impact Areas, Success & Projects
  • Strategic KPIs & Metrics
Draft Plan for approval by Board of Directors
Health Check Activity
Governance Reviews & Implementation

Organisation Reviews & Implementation
Central Bank connected projects

 

People
Skills Gap Analysis
Performance Review Processes
L&D Structures
Coaching
Communications
Staff Satisfaction & Recognition