Category Archives: Uncategorized

Omni Channel Experience: Is The Possible Practical? Or Vice Versa…

While for many organizations and their customers a greater level of integration would be a quantum leap in being able to provide quality member service at what point do we reach a point of diminishing returns? Continue reading

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Are You Paying Attention?

As a credit union CEO one of the most critical roles I was responsible for was in planning for the future. To do this I proactively immersed myself in relevant publications, associations and conversations however this could lead to unnecessary … Continue reading

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Bridging the Great Divide requires Calculated Risk Taking

Each quarter as NCUA releases its guidance on the state of the credit union industry we continue to see the gap widen between the thriving and the dying. The “thriving” are those growing, profitable credit unions who consistently achieve desirable … Continue reading

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Transformers: The High-Performing Credit Union

I typically work with mid-sized credit unions – which I loosely define as having $50-$500 million in assets. My focus is there as I believe these institutions are at a critical juncture in their existence. Over the last several years … Continue reading

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What Does Success Look Like?

As the name of my company suggests, we exist to help credit unions succeed. Consequently, when I meet with a prospective client one of the first questions I like to ask is “What does success look like?” I’m often met … Continue reading

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The Innovation Equation

Empowerment + Collaboration = Innovation. How to get started on solutions to real life issues. In his recent post titled Disruptive Innovation In Financial Services Richard Branson states the compelling reason for innovation – to have a positive impact on … Continue reading

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Strategic Doing

Strategy = a carefully devised plan of action to achieve a goal. The definition above has three distinct elements – the plan, the action(s) and the goal. It is vital to have all 3 components interconnecting in order to have … Continue reading

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