We provide Strategic Planning facilitation and presentations. Our approach is centered around modern practices that drive plan execution. We keep things simple and fun and work with you year round to see that your plan is driving the results you expected.
We combine market research with your own member data to build solutions around maximizing existing branch performance, and evaluating expansion into new markets.
We evaluate any and all product lines and suggest changes to align with member needs. Our approach looks at the full business model and considers member relationships, your sales and marketing performance, and other unforeseen influences driving product adoption.
CUXcel's President and Chief Advisor is Kevin Stang. Kevin began working in the credit union industry immediately upon earning his degree in Marketing. After working as the Head of Marketing for a couple of credit unions, he joined one of the top credit union consulting firms in the country. Since then, and over the past 20+ years, Kevin has worked as a Senior Strategic Advisor, Strategic Consultant, and Director of Strategic Advisory Services. As a career consultant, Kevin has directly worked with almost 400 credit unions to develop strategies and tactics to maximize institution growth and member "give back."
As a foremost thought leader in the credit union industry, Kevin has presented at dozens of national credit union conferences and has facilitated countless management and board planning sessions. With his unparalleled experience and keen analytic mind, he inspires confidence in credit unions as they struggle to "pull the trigger" on innovation.
A well-balanced consultant, Kevin has a great depth of knowledge across most major credit union functions - including marketing, lending, branching, sales, product development, pricing, risk management, and staff development. All of this, coupled with his experience in the board room, has enabled him to become a very effective strategic planning facilitator. All things considered, Kevin will tell you his greatest asset is his unrelenting drive to advance the credit union movement and improve the financial well being of more and more credit union members across the country.
New Lenox, IL. 60451