We provide systems, training, and consulting to help you equip each of your employees in every part of your Credit Union. From new employees to top leaders, we will help you create a highly effective team whose competitive advantage is outstanding Member Experience.
In order to be a successful Credit Union, you & your team need a vision that keeps you focused on the ultimate goal: profitable relationships with your members & company growth. We help you refine your vision based on years of experience in the Credit Union industry.
In addition to a clear vision, you have to know how to practically work toward your ultimate goal. That’s why we help you clearly define your strategy & coach your team to effectively implement it.
Efficient systems & procedures lead to highly effective and profitable companies. Our consulting services provide you with tools and expertise to develop systems that are specifically customized for your Credit Union.
One of the most valuable facets of our services is that we continue to work with you as you execute the projects we’ve helped you plan. We work as an extension of your team so that your success is our success.
We help you constantly move forward toward greater efficiency & profitability by offering customized measurement tools and systems. Measurement is the key to growth, and proper tools will allow you to always identify your areas for improvement.
The Vertex program includes an assessment of each participants’ strengths & identifies areas for improvement to develop a customized plan. This ensures that you are optimizing the efficiency of each of your leaders.
Great leaders lead to engaged employees, which ultimately results in great Member Experience. When you invest in your leaders with our Vertex program, you are actually investing in each of your employees and your Credit Union as a whole.
One of the greatest costs for a Credit Union is high employee turnover due to dissatisfaction, because training new employees is expensive. Well-trained & experienced leaders can create a more enjoyable work environment and boost company morale.
Outstanding internal service leads to greater productivity, increased employee engagement, and improved Member Experience. Our services will help you improve all facets of internal service, leading to productive communication, supportive etiquette, and efficient operations.
Most organization struggle with how to assess internal service, and many third-party surveyors provide assessments that are too convoluted to coach from. Our years of experience & research allow us to accurately assess your team, offer coaching and tools for improvement, and measure your growth.
Our Internal Service Survey is not just a packaged system, but includes customized consulting and active support to meet your unique needs. Whatever service gaps your team may have, we will help you identify & solve them so that you can continue to grow your Credit Union.
Click here to listen to actionable advice that will revolutionize your organization’s sales and service culture!