(815) 717-6195    info@CUXcel.com

  • Strategic Plan Playbook using Monday.com

    Execute your Strategic Plan with Excellence using our Plan Management and Advisory Service.

  • Strategic Planning Facilitation Dates Still Available!

    Kevin Stang is a Former Top Facilitator at a Leading CU Consulting Firm.

  • Check our our Latest Blog!

    2021 Credit Union Strategic Planning, When is the Best Time to do it?

  • 12 Minutes Worth Watching!

    Some Credit Unions are NOT Reopening Temporarily Closed Locations

Ways We Help

We Guide "CUs to Xcel" and Improve Lives, One Member at a Time



Strategic
Planning

We provide Strategic Planning facilitation and presentations. Our approach is centered around modern practices that drive plan execution. We keep things simple and fun and work with you year round to see that your plan is driving the results you expected.

Market
Analysis

We combine market research with your own member data to build solutions around maximizing existing branch performance, and evaluating expansion into new markets, and coexisting with your digital strategy.


Product
Development

We evaluate any and all product lines to see they are in alignment with member needs. We consider your full business model, member relationships, sales and marketing performance, and other unforeseen influences driving product adoption.

Other
Advisory

CUXcel also offers MCIF Services, Employee Engagement Surveys, Strategic Advisory for most departments, Marketing Planning and Advisory, Team Coaching, and More.

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94

PLANNING SESSIONS

144

MARKETS ANALYZED

91

PRODUCTS DEVELOPED

376

ALL TIME CLIENTS

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Onsite and Remote
Strategic Planning Options Available

With a Process that was already 75% Remote, Adapting the Onsite Meeting was Simple.

Remote Strategic Planning for Credit Unions

Get the same great IMPACTFUL and EXECUTABLE plan while Social Distancing

Get a FREE Strategic Consultation

We believe it is important to know your consultant / facilitator before you hire them. That's why we offer our free, no strings attached consultation. Let's discuss your key initiatives.

We Focus on the Big Picture

Align your market, members, and employees with your culture

We've worked with numerous high performing credit unions in our 25+ years. One behavior that is evident amongst these institutions, is the consistency in their culture across their market (community), membership, and staff. This is why all of our solutions revolve around these three key components of growth.

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Your Community

We provide the tools and expertise you need to adapt to the changing needs of the financial marketplace. We begin all of our engagements with a cursory market analysis to understand your digital and branch channel positioning.

Your Members

Our 25+ years experience has taught us; Member Relevance Guarantees Success. We put the member needs first and provide solutions around them.


Your Staff

Our focus is providing solutions that will drive execution and we're not done until you see growth. Our surveys, coaching, and advisory, are all centered around helping your staff execute on the credit union's strategy.

OUR PROCESS IS SIMPLE

1. Provide an Employee List
2. Pre-Launch Conference Call
3. We will Collect Responses & Report
4. Optional Presentation with a Full Report

You Need a Partner, Not an Agency

YOUR SUCCESS IS OUR FOCUS

We have been fighting for credit unions for decades and proudly begin all engagements by learning how you uniquely build better lives of your members.

Credit Union Consulting and Advisory
Credit Union Focus

We are proud supporters of the Credit Union movement and ONLY work with credit unions.

Custom Credit Union Research
Customized Research

We begin with the right "SMARTalytics," and only focus on the metrics that really matter to your unique situation.

Credit Union Planning
End in Mind

Our focus is providing solutions that will drive execution. We are not done until we C-U Xcel.

Kevin Stang


CUXcel's President and Chief Advisor is Kevin Stang. Kevin began working in the credit union industry immediately upon earning his degree in Marketing. After working as the Head of Marketing for a couple of credit unions, he joined one of the top credit union consulting firms in the country. Since then, and over the past 25+ years, Kevin has worked as a Senior Strategic Advisor, Strategic Consultant, and Director of Strategic Advisory Services. As a career consultant, Kevin has directly worked with almost 400 credit unions to develop strategies and tactics to maximize institution growth and member "give back."

As a foremost thought leader in the credit union industry, Kevin has presented at dozens of national credit union conferences and has facilitated countless management and board planning sessions. With his unparalleled experience and keen analytic mind, he inspires confidence in credit unions as they struggle to "pull the trigger" on innovation.

A well-balanced consultant, Kevin has a great depth of knowledge across most major credit union functions - including marketing, lending, branching, sales, product development, pricing, risk management, and staff development. All of this, coupled with his experience in the board room, has enabled him to become a very effective strategic planning facilitator. All things considered, Kevin will tell you his greatest asset is his unrelenting drive to advance the credit union movement and improve the financial well being of more and more credit union members across the country. .

Kevin Stang CUXcel

© 2021 CUXcel, LLC Contact Us

400 E. Lincoln Hwy, Suite 101
New Lenox, IL. 60451
(815) 717-6195.