Financial Institution Web Strategies
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Advisory

Credit Union Technology Advisory and Strategic Consulting Services
Passion for achieving results for our clients drives our CUSO. We help make the big decisions: on e-business strategy, how it impacts your organization and operations, and how it integrates with your existing infrastructure and existing use of technology. This may mean that together we may fundamentally change your credit union. We’ll definitely change the way you think. Our work is most successful when we work closely with clients who are dissatisfied with the status quo.

  • L9 consultants are clear and direct -- no jargon.
  • We tell it like it is -- even if management doesn't want to hear it.
  • And we work well with your people at all levels as a catalyst to get the job done.

Services
L9 Consulting Services are available through engagements custom-designed to meet the needs of each unique client. We can serve as your “on call” expert, serving as a sounding board, or “strike team” for your credit union’s most critical near-term or strategic initiatives. We can engage for a set period of time for a program/product launch, or on an open-ended basis. This depends solely on the requirements of the specific task and preferences of the client.

 We work on a retainer basis, since under this arrangement we can offer our lowest cost alternative, therefore the most “bang for the buck.”

Vertical Marketing Strategies

  • Understand industry trends
  • Understand industry technology options 
  • Identify strategic alliances

Custom Research

  • Identification of emerging market trends
  • Technology adoption
  • Technology strategy

Customized Training Sessions

  • Customer service representatives
  • Sales 
  • Marketing 
  • Executive

Sample Engagements

  • Online Marketing Campaigns
  • Decrease operations costs without adversely impacting your future
  • Coaching for CEOs and other senior executives
  • Operational review of plans/staff/budgets
  • Optimization of marketing/promotional mix within organizational budgetary constraints
  • Implementation of new marketing and sales tactics
White Paper
Website “Standards”
What Really Matters for Credit Unions Online?
(Full Version) By Jason Powell, Design Director - L9