On a fairly regular basis our consultants have the opportunity to share our perspective on a variety of topics related to our areas of expertise. On this page you will find links to various articles and white papers we’ve written as well as podcasts and webinars we’ve recorded.

Take a look or listen and let us know your feedback, when you get a chance.

Efficiency & Experience: A Movement for Credit Unions to Think and Perform Different

Traditionally, credit unions haven’t had to worry much about efficiency. Unlike publicly held institutions, credit unions haven’t had to justify every dollar they spent. Their focus was largely on responding to members, getting the job done and spending “whatever it takes” to satisfy the credit union mission of serving the members. Learn more about efficiency for your organization!

Click this link to view the slide deck: Download

Passion and People: the Tack to Success

As our financial institution clients have been kicking off the new year and finalizing their goals and strategies for last year, I was reminded (and have reminded them) of the following quote from Walt Disney: “You can dream, create, design, and build the most wonderful place on earth … but it requires people to make the dream a reality.”

Click this link to read the full article: Read more

Don’t Waste Money on Monetary Incentives

In a recent client survey, only 14% of employees said their incentive program was “effective in producing positive performance” and only 18% said the incentives were “highly motivating to me.” When these results were shared with the credit union’s executives, the CLO blurted out “then why am I paying them $43,000 a month?!”

Click this link to read the full article: Read more

Be Obsessive Compulsive with Your Service

We read and hear so much these days about how disruptive technology is going to be to our industry. About how different we’ll be when the impact of Blockchain and Robotic Process Automation and Artificial Intelligence is realized in just a few short years. I can’t wait to see what the world of the Jetson’s has in store for the banking industry! The fintechs are coming … the fintechs are here!

Click this link to read the full article: Read more

Why Balanced Scorecards Fail Read more