Strategy
Growth Strategy for Credit
Unions
Consulting For Your Credit
Union’s Future
Financial institutions nationwide have trusted LEVEL5 for decades to create predictable outcomes for long-term expansion with our proprietary turnkey growth strategy for credit unions & retail banks. With our data-driven approach, our clients are growing 38% faster than their local peers on average.
We de-risk decisions with 96% accuracy by synthesizing past and future data to guide you.
Achieve comprehensive growth with our tailored branch strategy based on your unique goals. Our holistic approach considers your membership, geographic market potential, current branch performance, branding, staffing needs, and more, to provide a 10-year branch pro forma for informed decision-making.
This results in a clear and actionable plan that guides your institution down the path for meaningful growth for years to come.
Credit Union Market
Analysis Study Process
LEVEL5 is a partner that truly understands your success is our success. We do the work to justify our recommendations and, ultimately, your decisions. Our market studies process delivers you a thorough and detail-oriented plan for a high-performing branch network.
OUR unique Market
Analysis report GUIde
providEs:
- Metrics for understanding the performance of your existing branch network
- Clarity about which branches to improve, relocate, or redeploy
- Competitor review and proactive growth plan so you can lead the market, not follow
our branch-specific
financial models
guide us in:
- Branch Pro Formas projecting deposit & loan performance for each location
- Financial impact analysis & ROI spanning a 10-year horizon
- Defined technology preferences by market
A Turnkey Solution for
Credit Union Growth
Our experts take you through each step of your growth map, developing market analysis is just step one for your credit union or retail bank strategic planning, next we move to:
- Site Selection
We utilize the results from your credit union market analysis to recommend actionable branch real estate for your needs, then with your input, we secure the site for you. - Branch Technology Fit
Taking into account both you Members’ experience needs and your staff’s operations needs, we help you pinpoint and secure the most effective technology fits for your facility. - Branch Design
We design all architectural elements to fit the facilities’ branding, member journey, technology, and day-to-day needs, crafting a modern branch design that’s sure to deliver a “wow” factor. - Branch Build Construction
Finally, we manage all aspects of the construction process, from sourcing materials and labor, clearly communicating to your team on schedule and milestones so you can focus on running your institution in the meantime.
Expert Growth Strategy for Credit
Unions
