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Good service and product selling are not enough to grow membership and ensure long-term viability. Research shows you must dominate in member experience, developing a strong culture, and creating engaged employees who offer a noticeably more convenient and customized service.

ServiStar will provide you the tools needed to succeed. Designed exclusively for credit unions, ServiStar focuses on developing a member-centric team of employees to exceed member expectations and grow profitable relationships.

The ServiStar program offers two versions to meet your credit union’s strategy needs—ServiStar Member Experience Builder and ServiStar Selling Solutions.

Which ServiStar Product is Right for You?

ServiStar Member Experience Builder is an 18 to 24 month program geared toward developing organizational culture, providing all the tools to ensure lasting needs-based selling behavior and performance. Its comprehensive, customizable and scalable suite of tools maximizes employee engagement, member experience, and credit union profitability.

ServiStar Selling Solutions is a 10 month program designed to begin the shift from order taking to need-based, member-centric selling. Start to build a frontline staff of engaged advocates who consistently and effectively offer products and services to enhance the financial life of your members and improve credit union profitability.

ServiStar Solutions Chart

Offered in partnership with CUES and ServiStar Consulting, this personalized, comprehensive program delivers a suite of training and development resources designed to deepen member relationships, build loyalty at every level, and increase profitability.

How Does ServiStar Help?

Listen to how Oakland County Credit Union decreased its single service account households by almost 3%, increased its checking penetration per household by over 6%, and increased its loan to share percentage by over 3% using ServiStar.



Lesli Dooley, Senior Vice President at Community Credit Union of Florida
Lesli Dooley
Senior Vice President
Community Credit Union of Florida
Mike Neill has been a huge asset in helping our credit union expand our sales and service culture. His counseling with our Board of Directors and management team has been invaluable. His open and honest feedback has helped us define the strategic direction of our sales and service culture. Mike has provided excellent tools, such as member experience surveys, onsite training for our staff and soon to be rolled out Vertex Management School, which has helped us measure our success.

Get Started Today!

Start creating the best member experience possible by filling out an online interest form, calling 800.252.2664 or 608.271.2664, ext. 332, in the U.S., or 604.559.4455 in Canada, or by emailing now.

Servistar Interest Form