Custom Marketing Planning And Strategy Services For Credit Unions

Mar 25, 2021

StrateFi virtual strategy sessions can transform your credit union’s growth journey. Call 800-903-5705 or visit https://empowerfi.org/services/strategy to schedule your virtual strategy session today.

Set forward-thinking marketing and organizational goals for the new year and find new ways to deliver value to your customers. Explore growth opportunities and formulate innovative ways to market and position your services with strategy experts at EmpowerFi.

The Pennsylvania-based strategy development firm launched StrateFi in order to help your organization plan, articulate, and implement growth and marketing strategies in complex markets. The ability to host the program virtually is proving ideal for organizations curbing travel due to the worldwide pandemic.

Even when hosted virtually, virtual StrateFi sessions employ the same rigorous, qualitative, and quantitative methods as EmpowerFi’s onsite planning sessions. The intent is to explore avenues for growth, improve consumer engagement, and explore opportunities for efficiency improvements.

StrateFi can help you develop a strategic vision that aligns with regulatory requirements while fundamentally transforming day-to-day operations.

EmpowerFi works with credit unions across the nation, coordinating strategic planning sessions to determine current operational efficiencies, go-to-market plans and marketing reach. The firm delivers a ready-to-implement plan document with key result metrics displayed on a management strategy dashboard. Financial planning specialists provide strategic oversight and ongoing coaching services to ensure accountability and future success.

Strategy consultants and marketing professionals at EmpowerFi work remotely (virtually) with your executives and managers, helping them formulate new marketing strategies that foster innovation, operational efficiencies, and organic growth.

StrateFi sessions can help your team envision your organization’s growth trajectory with the benchmarks and governance mechanism required to deliver value to all your stakeholders. EmpowerFi can help you align your marketing efforts with long-term objectives and manage risks.

StrateFi draws from EmpowerFi's multidisciplinary team of strategists, marketing specialists, training coordinators, leadership coaches, digital media experts, analysts, and AI experts. The firm uses a data-driven approach to help credit unions formulate effective and actionable long-term plans that deliver positive results.

EmpowerFi is a full-service marketing and strategic planning company, built to help credit unions and other financial institutions. The company is headed by CEO and Chief Strategist, Hilary Reed, along with President and CXO, Kelly Hellickson.

StrateFi can help you deliver immediate and long-term value in innovative new ways. Call 800-903-5705 or visit https://empowerfi.org/services/strategy to schedule your virtual strategy session.

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