financial strategic planning
In the financial industry, you need to go into the future with eyes wide open and a master plan in place.
Although each bank or credit union will be unique as to how they go about strategic planning, it is a good idea to gain the insight and expertise to facilitate the process so that you do not suffer from tunnel vision. At Chartwell Agency, we have more than 20 years of experience doing strategic planning with companies large and small, and we specialize in customizing a plan that will set your organization up for success long into the future.
When creating a strategic plan for a bank or credit union, you have to look at the growth trends in your area. Numbers are one thing, and they definitely tell a story, but you also need to have some creativity and imagination to envision what could be in the future. That is where Chartwell comes into play. We have the experience to share trends and opportunities, and the creativity to imagine how to best get you there.
Strategic Planning for Banks and Credit Unions
For a credit union or bank, the bottom line is growth of members/customers. There are several ways that Chartwell will create a strategic plan with your team that utilizes a growth mindset. We make sure to investigate your marketplace so we can understand the best delivery channels, pricing, and types of services that will have the most impact.
At Chartwell, we don’t just pull a strategic plan out of the air and hope for the best. We take the time to study your bank or credit union and provide you with an individualized, effective plan. By studying your mission and core values, along with both external and internal data, we will prioritize the appropriate plan for you. We will be with you every step of the way, from creating the action plans that meet your goals, to personalized coaching and following up on the plan.
We ensure that your strategic plan will cover all the bases, which will mean more customers/members and more revenue down the line.
Chartwell provides the following to augment any strategic plan you already have in mind: