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Everyday you are surrounded by a flurry of staff requests, members that need your help, endless emails, system failures and more hats than you can keep track of. The little “fires” you put out all day stop you from thinking strategically and planning for growth.
The new competitors in the financial landscape and the giants bring new technology and often get to bypass the regulation that credit unions adhere to. The community still has underserved and underbanked. Payday lenders prey on those that do not know better, but still the credit union loses members or struggles to grow assets.
With small credit unions going away, rural communities and underserved markets are in jeopardy of losing their financial advocates. Many smaller credit unions who strive to serve their communities and fill the gaps left by larger financial institutions aren’t aware of the resources available that can help them better serve their members and the underserved communities.
A network of industry partners who can provide services to small credit unions that can inspire them to seek alternatives to mergers, and provide the support needed to continue operating, but also to grow and thrive.
One credit union under $100 million in assets will be chosen for all industry partners involved in this project to receive services free of charge. A holistic plan will be produced specifically for the chosen credit union and each partner will work together to create a strategic plan and individually as needed to fulfill the project scope.
The Team Behind
Leverage Point is a consulting practice focused on public affairs and government relations serving clients in a variety of business endeavors. Government, economic development, financial services and community improvement entities both in New Mexico and across the country are among Leverage Point’s clients. Leverage Point provides government and advocacy services on both the state and federal level, connecting clients with key elected officials and government agencies.
How they will help you
uncommn Marketing Partners is a modern marketing and web development agency that just gets it. With decades spent in the credit union industry, we’ve experienced the frustrations that come with waiting for returned messages, web edits and results. That’s what makes us uncommn. From responsive, ADA-compliant websites to social media management, search engine marketing and credit union branding and rebranding projects, uncommon Marketing Partners has the experience and expertise to help you look your absolute best. Ready to grow your brand? Us too! Learn more now at getuncommn.com.
How they will help you
uncommn Marketing Partners will help the winning credit union’s brand look their best online with a fully customized, ADA-compliant website. The site will be built using mobile-first design to provide the best member experience to users on all devices and browsers.
At Your Credit Union Partner, strategic business planning is the foundation of our work. We collaborate with credit unions to maximize impact for their organization, their members, and the communities they serve. Our process provides a robust planning experience resulting in clearly defined strategic priorities and actionable tactical plans resulting in organic growth, increased revenue, and community impact.
How they will help you
- 2 day strategic planning meeting
- Comprehensive written strategic business plan with tactical support and pro forma financials for 3 years
- Monthly phone/video check-ins with Leadership to track plan progress
- 3 hours of Board/Leadership Training based on outcomes of strategic business plan (ie. Governance, Community Development, etc)
YMC is a strategic marketing firm that only works to help credit unions who seek innovation, relevancy and growth. We partner with credit unions to help them avoid costly marketing mistakes and realize unprecedented growth using a unique time-tested action plan.
How they will help you
- 12 month strategic marketing plan
- Execution of that strategic marketing plan for 12 months
- Weekly phone/video conferences with project updates and strategic check-ins
- Monthly marketing report updating progress and data for the leadership team and board