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A Tailored Approach

Every credit union has different needs and challenges. Our solutions are tailored to fit your institution and grounded in a deep and understanding advisor relationship.

financial growth

Investment Advisory

◊ Strategy development 

◊ Dedicated advisor  

◊ Investment accounting  

◊ security safekeeping  

balance scale

ALM/IRR Consulting

◊ NEV and NII Reporting

◊ Liquidity Stress Testing

◊ What-If Analysis

◊ ALCO Facilitation

loan

Pricing and Profitability

◊ Cost Analysis

◊ Credit Risk Modeling

◊ Customized Benchmarking 

◊ Pricing Workbooks

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Loan Loss Analytics

◊ CECL WARM

◊ Probability of Default

◊ Credit Migration Reports

◊ Peer Analysis