Testimonials

CU Professional Services

Your Credit Union Outsource Solution

Testimonials

Richard Ayala – President/CEO of San Francisco Bay Area Educators Credit Union
“I have worked with the principals of the company since 1998 and we have now decided to outsource our marketing and advertising needs directly to CU Professional Services The company can offer us professional and low-cost advertising at a cost that makes sense for our organization, yet still enable us to present great looking marketing materials to the membership. They have helped us communicate important changes that affected the entire membership in a way that was both informational and innovative. We look forward to a long and beneficial relationship.”

Bruce Hibbard, CEO Greater Valley Credit Union, Fresno California
We’ve been working with Walt and his team for over 15 years. I highly recommend him for Strategic Planning, Outsource Marketing, Market Research and Creative Services. They are always good to work with, stay on schedule, work within our budget, give helpful information, some great ideas and insight, and just as important to me, they get results. Strategic Planning and Marketing are strong suits for certain, and Walt’s background and experience as a hands-on consultant has been an invaluable asset to a mid-sized Credit Union like ours. We have been able to grow and compete in a marketplace that is saturated with other Credit Unions as well as all of the major bank competitors with creative marketing and strategies. I don’t see how any Credit Union could go wrong, regardless of which services they use and besides all this I know he cares about you and the value he can add to help your Credit Union be more successful.

Rebecca Cervino – President/CEO of Victor Valley Federal Credit Union

“CU Professional Services helped us develop our newsletter design that was both affordable and professional. Plus, they have designed our Annual Report the past two years, which by the way has been well received by the Board and our members. We look forward to having them provide us with on-site marketing services as we have decided to outsource this to them. Their Creative Services department will enable us to further provide great looking marketing and advertising pieces to help us tell our members about some new products and the new services we are planning to offer the membership.”

Richard Rosales – President/CEO of FedONE Federal Credit Union

“We have been using CU Professional Services for almost 6 years and they have provided our credit union with professional newsletter design and expert loan promotion materials such as direct mailers, postcards and corresponding posters for our offices and the many SEGs we have within our field of membership. They provide an affordable way for us to communicate to our members about the many benefits we offer them. It has been a rewarding relationship and we plan on using them for our planned growth and expansion.”

Jan Cowell, CEO Parsons Federal Credit Union, Pasadena, California

We’re not a super complex Credit Union by NCUA definition, but our Board is comprised of very high level, educated business savvy individuals and Walt’s style and skills are a perfect match for our needs. He can clearly relate to our needs and challenges as a single sponsor Credit Union, as well as working exceptionally well with our business minded Board. We always have a positive and productive planning session and follow up accomplishing our goals (he helps keep us on track), and though we have tried other facilitators from time to time, we always seem to come back for more. Regardless of the market conditions or Credit Union trends and issues, he just seems to get it right, each and every time.