We're Different

Typical member survey reports are generic and canned, providing little creative and unique insight.  They are cookie-cutter and boring.  And as far as we can tell, that's not you or your credit union.

We gather, analyze and help you apply intelligence from your membership in order to improve operations, improve member loyalty and retention, and improve financial results.  These aren't surveys just for the sake of saying you survey.

Our survey suite delivers relevant and important feedback from your most important audience - your members - in four important dimensions.  It answers questions like:

  • Our member satisfaction score is so high.  Why aren't we growing more?
  • If we could focus on just one thing to get the biggest bang for our buck, what would it be?
  • If we could make even a single change, what impact might it have on our bottom line?
  • Why do members rate us the way they do, and what does it mean?

We're Custom

Sure, all credit unions are not-for-profit financial cooperatives, but each one is unique in its own way.  Those they serve, those they wish to serve, the expectations of different subgroups, that sort of thing.  Most importantly, each credit union has its own unique strategy on how to compete in their chosen market.

This is where our customized analysis and recommendations come into play.  We won't copy and paste canned "You might consider growing your auto loan portfolio" recommendations into our reports.  Instead, we'll interview you to gain the necessary context to provide valuable insights.

We're Experienced

With more than 20 years of experience in the Credit Union space, including roles as CMO and CEO's, we've got the experience to understand the drivers of member loyalty, your unique challenges, opportunities and operations.  We have a wide range of clients, which allows us to provide you with invaluable bench-marking data.  Not only will you receive in-depth analysis, insight and action items from your own members, you'll be able to compare your results with other Credit Unions and track your progress year over year.

We're Bilingual

All of our surveys are available in Spanish, with your member selecting their preferred language at the beginning of the survey.  In addition, our surveys can be delivered in a multitude of languages, as long as you provide us with your translated questions and responses.

We're Paperless

Paperless is good.  It's faster, cheaper, and easier to use.  Our survey and reports to you are delivered electronically, and you own them.  Do with them what you like.

Of course if you have a substantially older population that relies on mailed paper forms, we can accommodate that, too.  (But it costs more.  Just sayin'.)