Archives: Testimonials

FI Strategies gets us to think outside the box and find new, innovative ways to do things.

“Results were organization wide. Efficiencies and streamlining of processes made significant impacts in the “key” areas of our operations.”

“Has PAO helped us increase efficiencies in our credit union? Absolutely!”

If you want to partner with an external consultant that cares as much about your organization as you do, choose FI Strategies!

When I was at a previous credit union, I facilitated a six-figure process improvement project for 24 months … I wish we had used the FI Strategies approach. The other…

Results were organization wide. Efficiencies and streamlining of processes made significant impacts in the ‘key’ areas of our operations.

PAO fosters teamwork from across the organization; gets staff involved in the cost/benefit analysis of our daily work and processes; builds leadership and enhances strategic direction.

We are very satisfied. FI Strategies’ approach to helping a credit union improve its operational efficiency is well developed, paced, and measured.

The results of our employee survey were enlightening and helped us to focus in on issues which we were aware of but did not realize the extent they were affecting…

The planning session moderated by Paul Robert and FI Strategies was very well received by our board of directors. I had many directors tell me this was the best credit…