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Consulting Services

We have access to a host of services and products to make your success a reality through the MY CU network of experts:

  • Strategic Planning & Credit Union Financial Planning
    MY CU's strategic planning process is flexible and can be customized to fit your unique needs regardless of your credit union’s size, competitive position, or the experience of your planning team.
  • Leadership Development and Management Training
    We offer practical training that can be adapted for senior managers, department and branch managers, or front-line supervisors.
  • Sales Training
    Develop and improve the credit union's sales culture and increase profitability by investing in Sales Training.
  • Project Management Services
    Focuses on branch & operations center construction, and business services implementation.
  • Member Business Services Program Development
    Ensure business services is right for your credit union. MY CU can manage the implementation process for you, however we first want to make sure that you and your leadership team have a comprehensive understanding of the local business market, the resources needed to successfully operate your program, the associated implementation/operating costs, income, and a break-even point.
  • Member Business Services
    Policy development, staff training, assistance launching business deposits/checking & lending services, loan underwriting, annual loan review, loan participations review, loan servicing, marketing support, and lead generation.
  • Construction Project Management, Facility Development, and Branch Rebranding
    Our mission is to help credit unions improve the member’s experience and increase profitability by facilitating the development or renovation of branch facilities that will enable staff to effectively engage members.

If your credit union is interested in more information on MY CU Services’ consulting services, please contact our sales team at (888) 985-7280 or