Credit Union Assessment

Celeste will customize the assessment of your credit union based on your specific needs. The credit union assessment is premised on the 7 P’s of growth, revenue, engagement, and retention:

• People
• Products/Services
• Pricing
• Programs
• Policies
• Processes
• Procedures

Celeste will partner with you to assess the 7 Ps of your credit union to help you identify and strengthen any and all areas of member service, lending, call center, collections, business development, marketing, and other touchpoints that impact the member experience and the bottom line…revenue. Celeste will partner with you to develop a plan of action to streamline and increase efficiencies to provide a more positive impact on the member experience, build stronger relationships with members, and attract new members (especially Millennials and Gen Zs), as well as increase revenue, engagement, and retention.

Celeste brings to you her PROVEN strategies that have helped credit unions across the nation experience greater success.