Consulting Areas We Cover

Ashfield & Associates helps credit unions establish top-notch real estate programs with a fully engaged, client-specific approach. Among our consulting services, we can help you:

  • Identify the goals of your organization.
  • Align processes and policies with your organization’s values.
  • Equip your staff with knowledge, skills and resources.
  • Review compensation and incentive structures.
  • Review product and service pricing in relation to competitors.
  • Assist your staff team up, interact and become energized through team-building exercises.
  • Establish target goals for increased volume and revenue.
  • Develop a cross-sales strategy and the action steps necessary to make it successful.
  • Identify best practice processes to ensure your members receive consistent, quality service.
  • Review your organization’s problem resolution process.
  • Develop needs assessments to ensure technology investments fit with goals and a proper return is realized.
  • Identify future opportunities and technology needs with a three-to-five- year plan.

Also keep in mind: The Favorable Outcomes of Consulting realized by our clients extend to the entire credit union, not just the mortgage department.

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