Cross Sell Analysis Consulting

summary

Cross Sell Opportunity Analysis

  • Identify opportunities to build more valuable member relationships
  • Perform credit analysis of existing loan portfolio
  • Recommend product strategy for cross sells
  • Recommend roll-out strategy for cross sells

Cross Sell Configurations

Create the configurations that support your growth strategy

  • Implement the configurations based on a Cross Sell Opportunity Analysis





Back To Offerings

YOur Consultants

Carla Bramble  |  Principal Consultant 

Carla leverages her experience and expertise in the credit union space to develop and deliver high-quality consulting engagements, with a focus in origination and collections. Carla joins the team from Savana, Inc., where she worked as Vice President, Implementations, ensuring a best-in-class on-boarding and integration experience. Prior to Savana, Carla spent 11 years at Temenos and Akcelerant working side-by-side with hundreds of financial institutions to provide expert consulting services through analysis, recommendations and observations.

Andy Coy

Andy has an incredible tenure in the credit union space, serving Pennsylvania State Employee Credit Union (PSECU) members for over 20 years. During his time at PSECU, Andy and his team successfully created and launched a state-of-the-art digital loan origination experience that proves to be exceptionally intuitive for members and operationally efficient for the credit union. Andy will be helping other credit unions navigate their current digital origination experience to increase pull through rates and ensure an increase timely and accurate auto-decisions – giving them the edge to compete and WIN in the increasingly competitive financial services industry.

Drew Vitek

Drew has been a trusted financial software advisor for over 5 years.  In his prior role at Savana Inc. as an Implementation Analyst II, he enabled API integrations to new core banking systems, leveraging extensibility to ensure better efficiency.  Previous to Savana, Drew was with Temenos, where he focused on developing and configuring business rules for financial institutions nationwide. Drew graduated from Saint Joseph’s University in Philadelphia, Pa., and brings an exceptionally strong set of technical and analytical skills that allow him the ability to provide unique solutions to help financial institutions operate more effectively and differentiate from the competition. 

Jaci McGuire

Jaci has been working in the credit union industry for over 13 years, serving Grow Financial FCU for over 10 years and Chartway FCU for almost 3 years. During her time at both organizations, Jaci had the opportunity to gain an array of experience in a number of roles, from Direct Lending to Lending Business Analyst and even Compliance. Prior to AKUVO, Jaci worked as an Application Administrator, ensuring their technology was helping to drive the objectives and goals of the credit union. At AKUVO, Jaci leverages her hands-on experience to help credit unions refine their current processes and uncover new areas of improvement.