Advisory Services

Branch Expansion: Strategy & Development

CUNA has partnered with industry experts to bring you a comprehensive end-to-end solution for facility growth. This integrated approach covers every aspect of your project: assessing markets, developing strategies to reach new customers, acquiring real estate, overseeing design, construction and branding. It’s an integrated approach that minimizes risk and allows you to respond to changing conditions without wasting time, market opportunity, or resources.

Strategic Consulting and Facility Development for Credit Unions
CUNA and Level5 have joined together to bring you the solutions that will meet your branch expansion strategy and development.

Level5 specializes in providing an integrated service for Credit Union facility projects which includes assessing markets, developing strategies to reach new members, acquiring real estate and providing design, construction and branding…all of which minimizes the risk for Credit Unions allowing them to respond to changing conditions without wasting time, market opportunity or resources.

Select a service that meets your needs:

• Strategic Consulting - allow us to understand your vision, objectives, and immediate and long-term goals while we develop workable strategies and tactics tailored to your specific requirements.
• Real Estate - take advantage of our experience and affiliations and understand how existing space and new properties fit into the strategy defined through our Strategic Consulting.
• Integrated Design - customize the services you need to the purpose and objectives of your project while adapting to your corporate culture and defining the look, feel, function, and architecture or your facilities.
• Construction Management - access decades of construction expertise, varied management methods, and proven systems for controlling cost, schedule, and quality at each critical stage of your project.
• Branding - define and refine your corporate identity to support the overall mission of transforming your operation from a transaction- to a sales and service-based culture while addressing marketing, collateral development, training, advertising, signage and merchandizing issues.

For more information contact Shirley Mazanet or call 800-356-9655, ext. 4290.

Additional Resources:

• Site-Selection Tool Helps CUs Research New Branch, ATM Locations
• Selecting a Branch Site:
     Part One
     Part Two
• Watch Out For These Branch-Building Blunders
• Branch Design - Think ‘inside the box’ to improve member experiences
• Image Building – CU communities inspire the design plans for new offices or branches

Fill out an Online Information Request

Testimonial

“Nothing short of outstanding! Our credit union was in need of an expert to help build a better structure with our back office activities… CUNA Advisory Services came to the credit union to help find solutions to our concerns… The depth of business experience was apparent with a broad understanding of process flow and how to gain on efficiencies…I would recommend the services of CUNA Advisory Services to anyone looking to improve business functions.”

-Daniel C. Penn, President, MaPS Credit Union

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