Top-quality strategic planning services for credit unions and community financial institutions are available, even at a distance. Planning sessions may be conducted virtually.
Financial marketing firm EmpowerFi has announced the launch of virtual strategic planning services for credit unions during these challenging times. Labeled StrateFi, the firm’s strategic services aim to transform the way credit unions formulate and implement a growth strategy that aligns with their business goals. The comprehensive service can be accomplished in person or virtually, enabling the firm to assist credit unions across the United States.
More information about EmpowerFi and the firm’s strategic planning services is available at https://empowerfi.org/services/strategy.
The Pennsylvania-based strategy development firm launched StrateFi in order to help credit unions plan, articulate, and implement growth and marketing strategies in complex markets. The ability to host the program virtually is proving ideal for organizations curbing travel due to the worldwide pandemic.
Even when hosted virtually, virtual StrateFi sessions employ the same rigorous, qualitative, and quantitative methods as EmpowerFi’s onsite planning sessions. The intent is to explore avenues for growth, improve consumer engagement, and explore opportunities for efficiency improvements.
EmpowerFi works with credit unions across the nation, coordinating strategic planning sessions to determine current operational efficiencies, go-to-market plans and marketing reach. The firm delivers a ready-to-implement plan document with key result metrics displayed on a management strategy dashboard. Financial planning specialists provide strategic oversight and ongoing coaching services to ensure accountability and future success.
Strategy consultants and marketing professionals at EmpowerFi work remotely (virtually) with executives and managers, helping them formulate new marketing strategies that foster innovation, operational efficiencies, and organic growth.
StrateFi draws from EmpowerFi’s multidisciplinary team of strategists, marketing specialists, training coordinators, leadership coaches, digital media experts, analysts, and AI experts. The firm uses a data-driven approach to help credit unions formulate effective and actionable long-term plans that deliver positive results.
Hilary Reed, CEO and Chief Strategist elaborated, “We are delighted to have found success launching our virtual StrateFi strategic planning service. These types of sessions are something we have done typically in-person for years and to great effect. During the pandemic, we started seeing financial institutions, nationwide, requesting help with their strategic planning, but who needed the ability to plan at a distance.”
“We pivoted and started using technology to facilitate engaging and effective strategic planning sessions, all virtually. Now, more than ever, strategic planning is imperative to spur on growth and to provide direction in difficult times. It is the key to sustainable growth. Having a partner with the skills and talent to help craft an ideal plan, whether in-person or at a distance, makes all the difference,” she added.
EmpowerFi is a full-service marketing and strategic planning company, built to help credit unions and other financial institutions. The company is headed by CEO and Chief Strategist, Hilary Reed, along with President and CXO, Kelly Hellickson.
For more information about strategic planning for credit unions, call 800-903-5705 or visit the website above.