Customer Centricity

Top Financial Industry Performers Win with Intelligence

The onslaught of fintech on traditional financial institutions (FIs) continues at a dizzying rate.  In Q1 of 2017 alone, $2.7B was invested in 226 deals.  Those fintech firms creating significant disruption in the financial sector have built their… Read More

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Credit Union Merger Approvals - September 2017

Credit Union Merger Approvals – September 2017

NCUA approved 18 mergers in September 2017 which decreased from 21 last month. The number of mergers are down and the combined assets of merged credit unions are down nearly $177M compared to last month.  For the month… Read More

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From Discovery to Evaluation

Managing the Complex Merger Integration Process

When it comes to sales and acquisitions in the business world, there are few times when it is beneficial to go it alone. Without the assistance of a trained professional, by your side, you could easily lose out… Read More

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Not A Wall Street Merger

Not A Wall Street Merger – A Uniquely Credit Union Merger

Suddenly, the crowd erupted. Tears started flowing. Members and staff alike shouted aloud in celebration of victory.  These weren’t tears of sadness, but tears of joy.  Board members, staff and members embraced each other with warm hugs. In… Read More

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Credit Union Mergers - September 2017

Credit Union Merger Approvals – August 2017

NCUA approved 21 mergers in August 2017 which increased from 11 last month. The number of mergers are up and the combined assets of merged credit unions are up nearly $476M compared to last month.  For the month… Read More

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