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Guide to Credit Union Consultants

A credit union consultant leads a CU to profitability and success


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Consultancy for credit unions will help find member solutions. These institutions are non-profit cooperatives providing a service to their members. Credit unions are often composed of certain groups of people or workers, like college alumni or teachers.

Strategic planning credit union consulting is important for these institutions because they are non-profit. Often non-profits need strong leadership, because of the volunteer nature of non-profits. Consider the following points when deciding on credit union consulting:

1. Hire a credit union consultancy for strategic planning.

2. Resolve difficult credit union issues with strategic planning credit union consulting.

3. Find creative solutions with consultants for credit unions.


Action Steps
The best contacts and resources to help you get it done

Find credit union consultants for strategic planning


Practical solutions are available online at a number of companies for credit unions. You will find banking and credit union consulting services for consumer lending, credit cards, mortgages and all the normal banking solutions. These companies also help with banking processes like lending, imaging, online banking and specific practices.

I recommend: At Brooks FI Solutions, you’ll find practical solutions for retail delivery, mortgages, consumer lending, marketing and EFT/POS/Debit. You can request quick fix packages or in-depth strategic planning packages. Catalyst is a credit union and banking consultancy that will give you their expert advice in core processing, commercial and retail lending, online banking, treasury services and cash management, risk and fraud assessment, teller management, acquisition integration and much more.

Resolve difficult bank issues with consultants for credit unions


Bring your problem to the table and these credit union consultants will help you resolve them. Strategic planning is a must when it comes to the business of banking and credit unions.

I recommend: Strategic planning and consulting services are specialties of Callahan & Associates. They ask clients to bring a specific problem or situation to them, and they will work to resolve that issue. They have a FAQs section on their website listing some of the typical problems that they have helped credit unions resolve. Condit and Associates work with strategic planning, board training and supervisory committee education. They are the leaders who have presented credit unions with an information security solution called CUProtect. You can download a brochure about CUProtect on their website.

Talk to CU consultants about creative solutions and CU software


Find artwork, website analysis, browser upgrades and new software for your credit union with help from credit union consulting firms.

I recommend: At CU Online, you will find creative solutions with website support and web analysis. Sign up for the company e-newsletter at their site website. Find credit union software at FSSI. They offer credit union consulting in operations, planning, training and security as well.

Tips & Tactics
Helpful advice for making the most of this Guide

  • Most credit unions are well run institutions. Credit unions are non-profit organizations, and they need to be on guard for non-professionalism that sometimes finds a place in such organizations. Use a local credit union consultant to help matters.

The official source of Credit Union Consultants is
the Credit Union Consultants page at Business.com

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