Increase Credit Union ROA

ROA Improvement

Challenged to increase ROA. Examiners only focused on cutting expenses?

 

You are not alone and our team delivers ROA improvement results. In fact, the ROA of our clients is four times the industry average.  For more details about our success, contact us.
 

Our services:

  • Assessment of a credit union's strategic use of the profitability model

  • Benchmarking against peers with similar membership composition (not just asset size)

  • Review of products, pricing, and underwriting policies and procedures

  • ALM management

  • Collections practice assessment

  • Loan growth strategies & risk mitigation

  • New model design and recommendations to management

  • Strategic business planning for growth

  • Net worth restoration plans 

  • Examiner communication strategies

  • Regulatory support

Our Profitability Workbook illustrates the training and  consulting expertise we offer to help you increase your ROA.

CU Strategic Planning | 535 Dock Street, Suite 209 | Tacoma, WA 98402 | (253) 200-0418