PURCHASE ASSESSMENT
In an era of mergers and acquisitions, stiff competition from Big Banks, fintechs, and Big Tech, credit union leaders are now facing some of the most stressful strategic choices they will ever have to make. What’s needed is smart, informed and credit unionspecific guidance to help leaders place the right strategic bets for future growth – not only for their members, but for the movement.
Todd Clark
• Tailored recommendations customized for your credit union on where to place your strategic bets.
• Insights on how to drive growth for your credit union now and in the future.
• Incremental penetration opportunities hidden within specific member segments.
• A diagnosis of potential gaps in both your CU’s capabilities and member offerings that could help you earn Primary Financial Relationship status with your members.
• A 1:1 advisory opportunity with experts from CO-OP and EY to interpret your results.
Customized Benefits You’ll Receive:
This Assessment gives you access to the coveted insights of the multimillion-dollar EY NextWave™ study. So you can look forward to a strategic plan based on proprietary knowledge of the rapidly evolving financial needs, preferences and behaviors of individuals, and the implications for financial services companies.
Leverage the breakthrough EY NextWave Financial Research to create your credit union’s unique profile and opportunities.
Why EY's NextWave™?
In an era of mergers and acquisitions, stiff competition from Big Banks, fintechs, and Big Tech, credit union leaders are now facing some of the most stressful strategic choices they will ever have to make. What’s needed is smart, informed and credit unionspecific guidance to help leaders place the right strategic bets for future growth – not only for their members, but for the movement.
Nikhil Lele
CEO
Partner/Principal, EY Americas Financial Services Digital Leader
AN INVALUABLE GROWTH OPPORTUNITY DESIGNED EXCLUSIVELY FOR CREDIT UNIONS
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July 2 Deadline
One Assessment Per Credit Union
Identify a Team Leader
Before the Assessment
Time Commitment
Assessment Preview
July 2 Deadline
In order to have results ready by the week of July 20, Assessments need to be submitted by July 2.
One Assessment Per Credit Union
In order to achieve the most reliable results, only one Assessment may be completed per credit union. Each eligible credit union will receive a code to participate.
Identify a Team Leader
Identify a Team Leader for the Assessment who can collaborate with a cross-functional team within your CU. If you’re working in a remote setting, this would be the perfect opportunity to leverage video conferencing to get the team together.
Before the Assessment
Be sure to gather as much information as readily available within the list below:
- Financials
- Persona/target audience information (if available)
- Current strategic plan
- Functional organizational chart
- Current product offerings
- Current roadmap
Time Commitment
When you’re ready to begin the online Assessment, allow at least one hour for completion. To gain the most benefit, consider setting aside up to 3-4 hours to allow for full team discussion.
Assessment Preview
Download and share our Reference Guide with the team participating. Reference Guide includes:
- An overview of the program and what to expect
- Frequently Asked Questions
- A preview of the questions in the Assessment
Preparation: What You Need to Know
CREDIT UNION STRATEGIC INVESTMENT ASSESSMENT
Powered by CO-OP and backed by EY Nextwave™
In an era of mergers and acquisitions, stiff competition from Big Banks, fintechs, and Big Tech, credit union leaders are now facing some of the most stressful strategic choices they will ever have to make. What’s needed is smart, informed and credit union-specific guidance to help leaders place the right strategic bets for future growth – not only for their members, but for the movement. That’s why we created the Credit Union Strategic Investment Assessment.
Todd Clark
CEO, CO-OP
On their own, credit unions would have to pay hundreds of thousands of dollars to receive this type of in-depth, and insightful strategic mapping and consultation from EY. Thanks to our partnership, CO-OP has scaled it to make it accessible to all credit unions.
Nikhil Lele
CEO, Partner/Principal, EY Americas Financial Services Digital Leader
TAKE ASSESSMENT
Ready to begin your Credit Union Strategic Investment Assessment?
DOWNLOAD REFERENCE GUIDE
If you have questions at any time during the process, please contact us at StrategicAssessment@coop.org or attend our office hours which take place every Tuesday and Thursday from May 12-July 2 from 11 a.m. – 12 p.m. PT.
TAKE ASSESSMENT
If you have questions at any time during the process, please us at StrategicAssessment@coop.org or attend our office hours which take place every Tuesday and Thursday from March 19-April 30 from 11 a.m. – 12 p.m. PT.
DOWNLOAD REFERENCE GUIDE
TAKE ASSESSMENT
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To ensure you're having the best experience, please use one of our supported browsers: Chrome, Firefox or Edge.
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TAKE ASSESSMENT
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AN INVALUABLE GROWTH OPPORTUNITY DESIGNED EXCLUSIVELY FOR THINK 20 ATTENDEES
Need a code?
PURCHASE ASSESSMENT
PURCHASE ASSESSMENT
TAKE ASSESSMENT
TAKE ASSESSMENT
Have a code?
(Assessment open from May 11-July 2)
To ensure you're having the best experience, please use one of our supported browsers: Chrome, Firefox or Edge.
Need a code?
PURCHASE ASSESSMENT
PURCHASE ASSESSMENT
TAKE ASSESSMENT
TAKE ASSESSMENT
Have a code?
(Assessment open from May 11-July 2)
To ensure you're having the best experience, please use one of our supported browsers: Chrome, Firefox or Edge.
Need a code?
PURCHASE ASSESSMENT
TAKE ASSESSMENT
Have a code?
(Assessment open from May 11-July 2)
To ensure you're having the best experience, please use one of our supported browsers: Chrome, Firefox or Edge.
