Our Philosophy

We partner with you to create a culture of success: increased loan growth, profitability, and member loyalty.

The 7 P’s

People: Put the right people in the right seat

Products: Offer products that are real, relevant, and relatable to attract more members, specifically millennials

Pricing: Take risk and price for the risk while mitigating risk

Programs: Offer the right programs to attract more members and more loans

Policies: Remove barriers to growth by evaluating and re-evaluating your policies

Processes: Evaluate and re-evaluate your processes to remove barriers, streamline, and improve efficiencies

Procedures: Evaluate and re-evaluate your procedures to remove barriers and simplify the member experience

Our Purpose

To partner with credit unions across the nation (small, medium, and large) to:

To create win/win/win solutions: the credit union, the members, and the employees
Create a dynamic sales and service culture to ensure long-term sustainable growth
Integrate innovate strategies and programs to help credit unions increase loan growth, profitability, and member loyalty retention
To help credit unions reach out into the communities to appeal to businesses and generate more quality profitable loans
Engage staff to build strong relationships with members