Special Assistance: During this unprecedented time, Advisors Plus is offering assistance with questions you may have regarding payments strategy, contact center operations and member experience. Please ASK ADVISORS PLUS and your question will be routed to a consultant for advice. An FAQ page will soon be made available on the site from which all credit unions can benefit.

 


Consulting

Guidance You Can Trust


Wisdom You Can Take Straight to Your Bottom Line

To compete, you need a proven partner with powerful insights that can increase your bottom line. The financial industry veterans at Advisors Plus represent the most effective option to analyze your card programs’ portfolio performance and risk exposure, as well as ensure efficiency across contact center, collections and internal card operation models. Join forces with Advisors Plus consultants to identify challenges and opportunities, create plans tailored to your market needs, and discover programs that will exceed member service expectations, optimize product delivery strategies, and achieve cost-effective results.




Process

When our Consulting team engages with your credit union, our mission is to understand the current environment at the credit union, including any goals or hurdles you may have. Your success is our greatest concern, so we strive to provide a level of service that your credit union will continue to find useful in the growth of your organization.

Step 1

Planning and Engagement


This stage involves the selection of a problem or challenge and an evaluation of the consulting process to achieve results.

Step 2

Data Collection


This is a discovery session where key information is gathered and provided to Advisors Plus through a questionnaire and credit union expense worksheets.

Step 3

Analysis


In this stage of our process, we uncover problems, deep dive into data, and evaluate risk, transactions, usage and new account generation.

Step 4

Market Research


This is where we incorporate current trends and factor notable industry happenings into the competitiveness of your products.

Step 5

Develop P&L


Here we offer P&L and final ROA by product. We provide you with interchange opportunities, major expense contributors, performance-based measures, and an evaluation of your marketing approach, as well as product and pricing mix.

Step 6

Present Recommendations


In this stage we engage in interactive discussion with key stakeholders to provide actionable insights and present our strategic plan for growth opportunities and improved profitability.

Step 7

Take Action


Here we work with your credit union, as necessary, on the actionable insights provided and help track success metrics. Your success is our greatest concern and we want to continue to re-engage in planning your growth strategies.

Experience

Our consultants have decades of experience managing card portfolios and other operational areas

Subscription Services

Service plans ideally suited to meet your credit union's individual needs for growth

Data Driven

We are very much numbers-focused with huge attention on financials and statistics

See Consulting in Action


2019 Credit Union Card Lending Outlook

Get ahead by understanding the risks.

Read More

The Interchange Revenue Landscape

How to prepare for change.

Read More

Enhance Credit Card Portfolio Profitability

Start with a “graduation” plan.

Read More

How can Advisors Plus cost-effectively help your credit union reach aggressive growth goals?

Contact Us