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Four Letters. Infinite Potential.

Business Strategies & Planning for Banks and Credit Unions

 You've set your long-term goals. Now go achieve them.
credit union strategic planning
Get a better vantage point.

You run the day-to-day business with proficiency. But now it’s time to look toward tomorrow. To the long-term health and viability of your financial institution. But who has time for that? Let JMFA be your lead guide and assist you with reaching your long-term goals.

Strategic Planning and business strategies for Credit Unions & Banks

We pave the way by doing a thorough analysis of your organization, evaluating your current strategic plan, addressing corporate governance, reviewing leadership and management development and finally evaluating succession plans. Regardless of your need we provide detailed recommendations and share best practices to help you reach your ultimate long-term goals. But we don’t stop there. We stick by your organization through implementation, monitoring and fine-tuning to ensure 100% satisfaction and 100% goal attainment.

It helps to have a guide that has experience with organizations of just about any size, structure and approach to doing business. Call 800-809-2307 to schedule a visit with one of our specialists or to find a representative close to you.

JMFA’s team of consultants will provide you with business strategies and best practices to help you achieve peak performance in areas that include:

  • Strategic Planning
  • Corporate Governance
  • Management Development & Succession Planning
  • Organizational Health
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