At Leading2Leadership, we not only share our expertise and best practices for the following subjects, we also develop the implementation plans and set key milestones for execution. This allows the credit union or community bank to not only see what the end looks like but to have a roadmap to deliver on that vision in a defined future. Planning in all areas of the organization should result in transformation and differentiation in the chosen market and business sector.
For credit unions and community banks seeking transformation and differentiation.
Sales & Marketing Strategy
Designing a sales/marketing plan that meets the financial institution’s KPIs, digital, conventional and branding.
Building a digital strategy that prepares the credit union or community bank to compete in the digital economy: branch, culture, operations, lending and risk tolerance.
Designing a plan for aggregating and mining the wealth of data sources in the credit union or community bank so data can be used for strategic decisions and marketing efficiencies.
A branded culture can differentiate the financial organization in a way that cannot be easily replicated. This is a process to help a financial institution fully understand their brand and leverage it to transform their service level, culture, and staff, at all levels.
Organizational Strategic Planning
Create a future of possibilities and differentiation for your credit union or community bank. These facilitated conversations will establish a clear direction for identifying your Mission, Purpose, and Promise and navigating the organization to your Vision of the future. We will identify what the “end” looks like, how it will be measured and set clear milestones along the way to monitor progress.
Business Development Strategy
Reinventing credit union business development to partner with employer groups of scale (100 or more employees).
iDiz is a strategic marketing firm that helps credit unions and companies grow market share through authentic branding, creative marketing campaigns, and mobile-friendly web sites. We help you turn marketing into a growth engine that builds better, stronger brands.
An established expert in SQL, data aggregation, analysis, segmentation, warehousing and file appending, Brewster will bring the skills to the table to fully implement your Data Strategy.
Having established a best of breed H.S.A. platform, PilotHSA helps deploy a technology solution that will bring added value to your H.S.As offering for H.S.A. account holders and for the Human Resources Administration of those accounts.
Pete the Planner
Peter Dunn a.k.a. Pete the Planner® is an award-winning comedian and an award-winning financial mind. He’s the author of ten books, six of which were featured in a nationwide launch at Barnes & Nobles stores in January of 2015.