Consulting Services

Overview:

Our Consulting Services Department is your partner on the journey to credit union excellence. Our comprehensive approach to consulting services is designed to empower credit unions, streamline operations, and maximize success. Whether you need a 360-degree review of your organization, specific departmental solutions, or specialized project management support, our Consulting Services team is here to help. Contact us to get started.

What We Offer:

Full Consulting Engagements: Experience a comprehensive transformation of your credit union with our Full Consulting Engagements. This 360-degree review encompasses all aspects of your organization or specific departments, providing a fresh perspective and valuable insights that drive efficiency. Our services include:

• In-depth Analysis: Surveying and discussing pain points, processes, procedures, goals, and lifecycles to identify areas for improvement.
• Efficiency Recommendations: Offering expert recommendations to streamline operations and gain efficiencies.
• Real-Time Fixes and Long-Term Solutions: Providing immediate fixes and crafting sustainable solutions to fine-tune departments, processes, and work areas.

Targeted Consulting Engagements: Address specific departmental needs and manage complex projects with our Targeted Consulting Engagements. Designed to offer “find and fix” solutions across various areas, tailored to meet your needs.

• Departmental Reviews: In-depth, targeted assessment of specific departments within your credit union to assess your needs.
• “Find and Fix” Solutions: Targeted solutions for various areas, such as Accounting, Collections, Commercial Portfolio, Credit Cards, CTR Processing, Database Cleanup, Integrations, IT Procedures, Lending, Marketing, Membership Portfolio, Overdraft Tolerance, Reports, and Synergy.
• Generative AI Bootcamp: The GenAI Bootcamp is a hands-on training program designed for credit union professionals to learn the fundamentals of GenAI and its practical applications. Our Consulting team will help identify areas where generative AI can enhance internal efficiencies, streamline operations, optimize administrative functions, and improve member services.

Project Management Consulting: Our dedicated Project Management Consulting Services Team is here to support your credit union’s journey and equip your team with the skills and knowledge they need to thrive in today’s competitive landscape, whether you’re an existing MDT client or not.

• Specialized Expertise: Benefit from our seasoned project management consultants who bring extensive credit union industry knowledge to every engagement.
• Client-Centric Approach: We collaborate closely with your team to solve project management challenges and empower you with knowledge and skills to improve internal processes.
• Customized Solutions: Our approach is tailored to your unique credit union needs, ensuring our project management services align with your goals and objectives.
• Comprehensive Support: Whether you need assistance with departmental overhauls or special projects, our project management services cover a range of needs.