Program Management and Consulting


Our program management and consulting division is dedicated to the implementation of strategic plans for lending, and financial services industries. Our main objective is to act as the “Central Point” on both large and medium-size initiatives and ensure that the needs of both the client and the institution are managed from all perspectives. As part of our initial consultation, our Program Managers take on the task of working with the business to identify specific requirements for each project and coordinate tasks to see programs through to successful implementation.

We provide:
  • Credit Union Programs
  • Lead Generation Programs
  • Sales Effectiveness Sessions
  • Brand Marketing & Management
  • Mergers & Acquisitions