One of the greatest privileges of working in our advisory role is getting to know the people who run community financial institutions across the country. Time and again, we witness their commitment, perseverance, and vision as they lead their teams not only to better business results, but also to being outstanding corporate citizens. On this International Day of the Credit Union, we’ve chosen to spotlight one of the outstanding credit unions with which we’ve had the honor of

We’ve employed the same service vendor for almost a decade. The service has been moderately priced, and we’ve received moderate quality of service to match. Given that the owner is kind and very reliable, we’ve overlooked often rushed service and a few corners cut here and there. When I think of our interactions, I’m always smiling and polite. How would they know that we’re not completely satisfied with the service we’re receiving? The truth behind my smiles is that we’ve bee

We’ve all seen pictures of ultra-modern branches with Jetson-like features. Many can be mistaken for coffee houses or Apple stores with bright lighting, digital walls, and high-end modular furniture. While these new designs may be pretty, are they functional? It’s no longer just about keeping up with the banking Jones’, it’s about being compared to the retail, food service, and hospitality industries. The consumer experience benchmark has been set by the Amazons, Chick-Fil-As