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:
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1Assess: Understanding your needsWe start by listening. Our team takes the time to understand your goals and evaluate where you need the most support.
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2Collaborate: Identifying risks and opportunitiesWe work closely with leagues and associations to share knowledge, ideas, and insights, helping regional leaders prioritize issues that affect their credit unions.
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3Strategize: Building the right approachBased 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.
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4Implement: Integration and onboardingWhen 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.
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5Support: Long-term supportChange 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.

“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!”