Why Us?

We're Different

Typical member survey reports are generic and canned, providing little creative and unique insight.  They are cookie-cutter and boring.  And as far as we can tell, that's not you or your credit union.

We gather, analyze and help you apply intelligence from your membership in order to improve operations, improve member loyalty and retention, and improve financial results.  These aren't surveys just for the sake of saying you survey.

Our survey suite delivers relevant and important feedback from your most important audience - your members - in four important dimensions.  It answers questions like:

  • Our member satisfaction score is so high.  Why aren't we growing more?
  • If we could focus on just one thing to get the biggest bang for our buck, what would it be?
  • If we could make even a single change, what impact might it have on our bottom line?
  • Why do members rate us the way they do, and what does it mean?

We're Custom

Sure, all credit unions are not-for-profit financial cooperatives, but each one is unique in its own way.  Those they serve, those they wish to serve, the expectations of different subgroups, that sort of thing.  Most importantly, each credit union has its own unique strategy on how to compete in their chosen market.

This is where our customized analysis and recommendations come into play.  We won't copy and paste canned "You might consider growing your auto loan portfolio" recommendations into our reports.  Instead, we'll interview you to gain the necessary context to provide valuable insights.

We're Paperless

Paperless is good.  It's faster, cheaper, and easier to use.  Our survey and reports to you are delivered electronically, and you own them.  Do with them what you like.

Of course if you have a substantially older population that relies on mailed paper forms, we can accommodate that, too.  (But it costs more.  Just sayin'.)

Download the Millennial Survey Report

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