(815) 717-6195    [email protected]

  • Strategic Plan Playbook using Monday.com

    Execute your Strategic Plan with Excellence using our Plan Management and Advisory Service.

  • Strategic Planning Facilitation Dates Still Available!

    Kevin Stang is a Former Top Facilitator at a Leading CU Consulting Firm.

  • Check our our Latest Blog!

    2021 Credit Union Strategic Planning, When is the Best Time to do it?

  • 12 Minutes Worth Watching!

    Some Credit Unions are NOT Reopening Temporarily Closed Locations

About Our Solution

Integrated Services Made for Plan Execution

At CUXcel, we guide "CUs to Xcel" by assisting with the execution of strategies critical to growth. As planning facilitators, we help create winning strategies, and then help you execute on them by knocking down key barriers. We will transform your host data into a usable form for research, tracking and marketing lists and then provide the marketing expertise and manpower to manage and execute your strategy.

Highlights for CU Solutions



Solution Highlights

Integrating the Right Intelligence, Right Interpretation, and Right Execution

A successful strategy requires the right business intelligence and the right interpretation of it. Having created 100’s of marketing, branch, product, and other strategies for credit unions – we know which data to examine and what to look for.

This example diagram explores our typical process for developing a successful year-round marketing plan. We begin by taking your data and segmenting it into key groups of members to see what is driving purchase decisions. From here, we prioritize our marketing dollars to target the right members, at the right time, with the right message. Finally, we review tracking results to continually improve the strategy.

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OUR PROCESS IS SIMPLE

1. Provide an Employee List
2. Pre-Launch Conference Call
3. We will Collect Responses & Report
4. Optional Presentation with a Full Report

© 2021 CUXcel, LLC Contact Us

400 E. Lincoln Hwy, Suite 101
New Lenox, IL. 60451
(815) 717-6195.