Advisory Services

Additional Advisory Services

• Strategic Leadership Consulting
• Member Delivery Consulting
• People Care Consulting
• Customized Communications Consulting
• Human Resource Management Consulting
• Operational Efficiency Consulting
• Cost Optimization Consulting

Operations and earnings improvement

Strategic leadership at the top of the organization is crucial for survival and growth in a dynamic marketplace. It begins with establishing the mission, vision and values for today and tomorrow plus developing the requisite strategic plan. WESI’s experienced and facilitation skills with Boards and leadership teams can enable this cooperative process to evolve quickly. Having a finely tuned performance culture within the total organization, around every group and for every individual is the foundation of strategic success. This goal-oriented alignment of the total team gives not only direction but also market force, a necessity for winning. WESI knows how to build the performance structure plus implement the leadership coaching and team building to deliver the results.

Member Delivery Consulting

Whether you are a small or large credit union, everything starts and ends with the members. Building the right solutions for your specific existing and potential relationships, requires architects who continuously keep member centricity at the center of everything. This is a non-negotiable principle with WESI and we further support this by offering a proprietary member channel preference research capability to determine current and future needs first hand. The findings tell you the importance of each delivery channel; the motivating factors for use; and the potential for ancillary service needs. Armed with this preference information then permits sales and service effectiveness to materialize within an evolving culture. Should you need delivery channel adjustments, additions or experimentations, WESI has the experience, not just to make recommendations, but to design and build what is needed. Since effective delivery is evolving, we believe that a five-year plan or Network of the Future template is a directional necessity.

People Care Consulting

WESI has developed a total Member Care Portfolio to assist its clients who are taking service very seriously to differentiate themselves from their competitors and to set a new hurdle for relationship management within their market place.

The Portfolio program approach allows you to develop a Member Care culture where everyone and everything you do is focused on truly differentiating yourselves not only from your banking competitors but from all retailers. It is a holistic approach of commitment, listening, personalized interaction, feedback and continuous improvement.

Customized Communications Consulting

In today's rapidly changing, technology-driven environment, organizational communicators are challenged to be more flexible, responsive and innovative in meeting both the immediate communication needs of the organization and anticipating future needs.

WESI’s Communications Audit helps you address this critical, dual challenge and presents an objective report on the effectiveness of your internal and external communications. An audit can be widely focused, covering all stakeholder groups, or more narrowly focused on one or more groups such as members, employees, investors, the community, etc. It can also be limited to one or more specific communications program.

Human Resource Management Consulting

• Organization Design:
  Provide leading edge organizational enterprise design and structure to ensure maximum talent and market effectiveness.
• Planning:
  Assess, design and implement strategic organization wide Human Resource planning processes and activities to ensure optimum employee utilization and development.
• Training and Development:
  Determine the effectiveness of the current training program offerings, as well as develop and deliver client focused learning events and leadership forums that generate enhanced bottom line results.
• Recruitment and Staffing:
  Provide in-depth assessments of existing staffing and recruitment activities, especially as it relates to retention and/or attraction strategies for top talent executives and senior management in order to ensure results that both strengthen the organization and build excellence.
• Succession Planning:
  Review and assess current practices, as well as design and implement client centric organizational success planning processes and activities focused at executive and high potential management employees.
• Market Driven Compensation:
  Provide in-depth needs analysis, recommendations and program design implementation strategies for dynamic market driven compensation and benefit requirements, focused at either specific individuals, teams or enterprise wide.
• Employee Opinion Surveys:
  Review and assess current practices and results, as well as design and develop client centric employee opinion surveys that subsequently provide meaningful action oriented solutions.
• Board of Directors Support:
  Assess current Board activities and dynamics and subsequently provide focused recommendations and practical solutions to maximize Board effectiveness and governance activities. (e.g. growth/acquisition strategies, integration, succession, roles and responsibilities, interpersonal, etc.)
• Organizational Excellence:
  Provide an overall holistic organizational review from a human capital perspective - an all-encompassing assessment of leadership, structure, talent, policies, procedures and programs.

Operational Efficiency Consulting

• Process Improvement
  Analyze existing core processes/activities with an objective of identifying 25-40% quantifiable improvement opportunity.
• Capacity Management
  Measure current functional capacity thresholds and utilizing industry best practice results/models design a client specific managing to volumes template.
• Structural Alignments
  Assess existing operational responsibilities by functional area and ensure proper alignment to meet stated corporate goals and maximize performance.
• Centralization
  Identify and tailor an action plan to merge like activities and bring about increased productivity, improving both business and client quality experiences.
• Documentation
  Assess existing operational support documentation (paper & electronic) to maximize effectiveness and improve where required.

Cost Optimization Consulting

• Cost Benefit Analysis
  Assess current business practices to quantify financial impact and offer recommendations to ensure business goals are achieved within reasonable time frames.
• Benchmarking
  Capitalize on approaches successfully deployed internationally and domestically to better control escalating business operating expenditures.
• NIE/Cost Management
  Define and address the causes of NIE creep within business practices offering proactive solutions.
• Procurement/Sourcing
  Establish accurate current state costs and leverage size and scope parameters to ensure organizations pay fair market values for services contracted. E.g. phone services, property maintenance, software support, equipment, stationery supplies, print and advertising, etc.

Where Eagles Soar Inc (WESI) is a unique federation on international financial service advisors consisting of a team of experienced industry leaders headquartered in North America. These innovators are highlighted at www.whereeaglessoar.com.

For more information, contact us by:
Phone: 1-800-356-9655, ext. 4039
E-mail: dbenzine@cuna.coop

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