CU Professional Services understands how Credit Unions work and what is needed to compete in today's roller coaster marketplace. From complete marketing services, including providing Outsource Marketing Services and relevant Member Research, to Strategic Planning, Corporate Restructuring, HR Consulting and Staff Training, we understand the types of services and how services need to
be delivered, working with and through your staff and management team as a resource
that to meet your objectives and to grow your organization further.

CU Professional Services delivers all of its services with hands-on, highly skilled and experienced professionals with years of experience. We're not a traditional consulting company that provides ideas and reports and then leave you to attempt to implement on your own. Whether services are delivered individually or in economical integrated packages, our professionals work right alongside your management team and staff to implement plans and projects to achieve and take accountability in achieving maximum results.

As in all productive processes, communication is key.  So we take full advantage of today's  technology to provide services as cost effectively as possible and o keep you informed and up-to-date on every step of every process or project that we engage in. Effective utilization of technology minimizes cost at both ends, allowing us to provide services to credit unions of all sizes, from the smallest to largest from Coast-to-Coast. And we pass the savings and energy that is often wasted on traditional consultants and middlemen, on to our clients.

Look below to see the range of services we offer and click the links for more description and downloadable documents that further explain "What We Do" and "How We Work". 

• Creative Services - Marketing campaign and Newsletter development, to complete Image, Logo, web designs and other Creative Services . . .

• Strategic Planning - Delivering a Credit Union specific proprietary planning process that focuses on results . . . For a detailed explanation of the Strategic Planning services, Click Here to open a PDF Downloadable document. 

• Outsource Marketing - Let us become your professional marketing department.  At a fraction of the cost of hiring and maintaining a one person marketing function, you can engage a team of marketing professionals to fully develop and implement your annual marketing plan and to achieve your ongoing marketing objectives . . . For more information Click Here to open a downloadable PDF or click the Outsource Marketing tab in the website.
• Market Research - Relevant customized surveys and data gathering based on each client's unique needs . . . We complete each survey based on each client's unique information objectives and needs. No canned data, questions, or processes with our services and at prices that anyone can afford...
• Loan Growth and Lending Solutions - A complete Existing and New member loan acquisition and turn-key Automated Loan Decisioning platform that goes beyond your Core System capability. . . Click here to be directed to the CU Lending Edge website for more details...
• Risk-Based Pricing - Development and management of complete Lending systems and Risk-Based Pricing programs. . .
• Staff Training - Customized programs based on your needs at stock prices  . . .
• Interim Management - We provide Long or Short-term on-site CEO and other High-level management positions . . .
• HR Consulting - Complete Corporate restructuring to individual Position Descriptions, Incentive plans and more. . .
• Relationship Pricing - More than just basic marketing packages, to complete cost allocations and profitability studies and ALM management . . .
• New Product Development - Starting a CUSO? Need income producing or collaborative CUSO Ideas? . . . Need new products and services to meet your members needs? We're there and have the background and experience to help develop and implement new programs and products. . .  

  Click this "Contact Us" link or click one of the following principal's names to email either Walt Agius or Rick Casillas directly for more information.