best in class
Small Credit Union Consulting
Begin to turbocharge your credit union’s strategy & performance today
About Loki Advisors
Our Mission
Having identified a gap between the strategic needs of smaller credit unions and their unique challenges of the time and cost to attract, onboard, and retain senior leaders, our simple mission at Loki Advisors is to help those credit unions thrive and win. We do this by providing affordable & comprehensive consulting services that are tailored to the unique needs of each cooperative, delivered by seasoned former credit union executives how and when our clients prefer.
Our Services
We offer a wide range of services to credit unions who are generally under $500 million in assets and need “plug & play” support without the substantial burdens of new staffing, departments, and software. These services include asset/liability management, strategic planning, performance optimization, regulatory & audit support, advocacy training, executive coaching, and interim CEO/CFO staffing. Our team has the experience and expertise to help our clients achieve their goals and delight their membership.
Our Approach
At Loki Advisors, we take a collaborative approach to consulting. We work closely with each credit union CEO or Board to understand their needs and develop solutions that are tailored to their unique challenges. Our “listen first” approach is transparent, results-driven, and designed to simply and affordably help smaller credit unions succeed.
Contact Us
Loki Advisors, LLC
General Inquiries: info@lokiadvisors.com
