Expert Guidance to Maximize Lending Operations

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CU Direct's Advisory Services provides your credit union the expertise you need, when you need it. We provide the guidance and expertise to stay one step ahed of the competition, while meeting regulatory requirements. 

//  Optimization Review - identify opportunities for increasing process efficiencies that create a competitive edge
//  Portfolio Risk and Profitability Analysis - assess profitability and ensure proper management indicators are in place
Lending Academies - provide lenders with comprehensive and timely insight into what high performance credit union leaders look for and how they collect and manage their data
Fair Lending Analysis analyze your lending practices and determine whether there are areas of concern
//  Indirect Lending Benchmark Report - efficiently and accurately compare your indirect lending performance against peers, as well as national and state averages