Business Process Improvement for
Credit Unions

Competition in the financial services market is fiercer than it's ever been. Margins are shrinking and consumer expectations are escalating.

In order to succeed, you need to be sure that your organization is continuously improving. But where are you going to find the innovative, breakthrough ideas that will enhance performance and give your credit union the competitive edge? The experienced professionals at RSM can help.

How we can help

As your credit union evolves and grows, so should your business processes. But, if you're like most credit unions (and other businesses for that matter), it's difficult to find the time and the objectivity to really examine how you conduct day-to-day business. Member service, productivity, and employee morale can suffer as a result.

At RSM, we have the experience, expertise, and objective perspective required to assist you in thoroughly evaluating your business processes. We can identify opportunities to reduce expenses, increase productivity and improve member service. We help you define and plan the steps required to successfully implement improvements.

Our business process improvement service can target one or more specific key business processes, such as consumer loan origination, new member enrollment and/or member service. We can also conduct an enterprise-wide evaluation to identify the most valuable opportunities. Whatever the approach, the result will be practical advice that enables you to meet your strategic goals.


RSM has been providing advisory services to credit unions for over 30 years. We are the nation's largest and fastest-growing credit union practice serving more than 750 credit unions nationwide.

We understand your business environment and technology needs and are dedicated to helping credit unions succeed. You can be assured of a customized, flexible approach that's based on your unique requirements.

Unlike many other providers, RSM offers a full range of business consulting services to our credit union clients. We provide risk management, regulatory compliance, information technology security, business performance enhancement, and internal audit services as part of a full-service strategy. This strategy allows us to provide our clients with a powerful resource of seasoned professionals who have expertise serving the nation's most successful and sophisticated credit unions.




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