How we work

HOW WE WORK

Listen, understand, solve.

Like the members they serve, every credit union is unique – so are the challenges they face. Sure, there are key themes and issues, but how they affect a credit union is always distinct.

That’s why we take a cooperative approach to everything we do. We listen first, ensure we understand your credit union’s needs, and then work with you to find a solution. If you’re looking to grow deposits, strengthen compliance, improve operational efficiencies or anything in between, we can guide the way.

OUR PROCESS

Providing the path to success.

Our alliance managers work alongside you, bringing the right solutions and providers to the table so you can focus on what matters most – your members. Here’s how we do it:

  • Assess
    Assess: Understanding your needs
    We start by listening. Our team takes the time to understand your goals and evaluate where you need the most support.
  • Collaborate
    Collaborate: Identifying risks and opportunities
    We work closely with leagues and associations to share knowledge, ideas, and insights, helping regional leaders prioritize issues that affect their credit unions.
  • Strategize
    Strategize: Building the right approach
    Based on your unique needs, we curate the best solutions from our network of trusted alliance providers, and work with all parties on a plan toward success.
  • Implement
    Implement: Integration and onboarding
    When you work with CUNA Strategic Services, we’re in it with you. We don’t just make an introduction and move on – we work with you and your leadership to ensure seamless integration and smooth rollout.
  • Support
    Support: Long-term support
    Change doesn’t happen overnight, and neither does success. That’s why we offer ongoing support, insights, and system expertise to help your credit union evolve, grow, and thrive.
Michelle Duhe

“CSS prioritizes matching the best solution for the credit union instead of closing the sale at any cost. Richard took the time to understand the needs of our credit union staff and members, then helped us find the right product that met those needs. The CSS team stood beside us and advocated for us as we navigated the exit from a provider with whom our priorities no longer aligned. They are invested in the sustainability and success of all credit unions and use their expertise and connections to drive positive change!”

CUNA Strategic Services has been helping credit unions carve out their path to long-term sustainability for generations. Are you ready to start your journey?