Learn how your Credit Union can fuel growth by embracing change.

Schedule a free 30-minute consultation with Michele Stone to learn how Seez can transform your credit union to achieve unprecedented growth.

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About us

We don't consult, we partner.

Growth isn’t a one size fits all proposition. You need a partner who customizes research and solutions to match your needs instead of rehashing ideas they give to every client.

Not only do we have solutions, we can help you effectively execute on them.

Many consultants give you a solution and their job is done. Seez can help you bring any recommendation to life, bringing you tangible growth, not fancy presentations.

"I will tell you, we had our ALCO meeting today, and the board members who were in attendance gave very good feedback regarding the meeting and your facilitating. They said you were a joy to have and loved your spirit for credit unions. I echo their sentiments."

"We collaborated with SEEZ on persona research for our marketplace, which ultimately led to the development of effective new member growth and branding strategies. The SEEZ team's expertise and experience were invaluable, and we are thrilled with the outcomes. Thank you, Michele and the entire SEEZ team!"

"SEEZ has been an invaluable partner in helping organizations craft growth strategies that are not only ambitious but sustainable. Their deep understanding of organizational culture, combined with strategic insight, enables Credit Unions to unlock new opportunities, foster innovation, and drive meaningful change. With SEEZ, you’re not just planning for growth — you’re building a resilient future."

"Regarding our partnership over the last several years, what a wonderful experience it has been collaborating with you and the entire Stone team. I can honestly say I’ve learned so much during the process and really admire the work and dedication you all showed us along the way. Four years ago I never would have seen myself in the roles I’ve found myself in and you were all instrumental in helping me/us succeed, so for that I’m supremely grateful. And what a fun time we had along the way! You are just great people to know, professionally and personally."

Our Base Approach.

Discovery

Financial Health & Market Assessment to include:

Financial Review: this proprietary score allows us to target areas of strength and weakness
Market Assessment: review Consumer and Competitor Trends to find opportunities and threats
True Up Analysis: a scan of your website and any other resources to assess where you are in the market

Growth Strategy

With the insights from Discovery, we would help you align on a growth goal to define how transformative your growth strategy needs to be.

Next, we facilitate work sessions with key stakeholders to align and define “where to play” and “how to win.” This helps us identify growth opportunities, your competitive advantage, source of differentiation and value proposition.

Go-to-Market Plan

After aligning on where to play and how to win, we identify growth opportunities and prioritize across the four standard strategies for growth: market penetration, market development, product/service development and diversification.

Before your growth strategy is ready for planning, we will estimate the potential impact to determine if the strategies support your defined goal.

Initiatives to bring your plan to life.

Transforming Your Culture

Brand Development
& Articulation
Organizational Culture & Alignment

Transforming Your Engagement

Persona Identification & Activation
Wallet Share & New Member Growth

Transforming Your Execution

Advertising Creative & Execution
Board & Strategic Planning Facilitation

How We help you

An experienced, highly-skilled team working on your business.

We have helped credit unions and Fortune 500 companies to unlock their growth potential with a unique relationship model, data-driven recommendations from industry experts, as well as curated partnerships.

We have three different ways we interact with our credit unions:

Facilitation of a board planning session or leadership exchange
One-off consultation on a specific topic
Our recommended
retainer model

With decades of executive level credit union experience, our team knows not just the academic version of growth, but rubber-meets-road strategies that work in the real world.

Growth often includes technology solutions. As the options grow exponentially, we have a curated list of partners that will efficiently and effectively transform your business.

Strategic Advisory Committee

Michele Stone

Michele Stone is an entrepreneur specializing in transformative growth strategies. As the former Chief Growth Officer at Coastal Federal Credit Union, she was instrumental in developing strategies and driving initiatives that advanced members’ economic participation, attracted new members, and increased both internal and external Net Promoter Scores (NPS). Michele and her team leveraged novel data and advanced quantitative methods to deliver on these growth strategies.

In 1993, she founded her consulting firm, SEEZ, partnering with credit union leaders who are committed to growth and share her fundamental belief: you must be able to “see tomorrow to seize today.” Prior to founding SEEZ, Michele led the Diversified Revenue division at a FOX affiliate, demonstrating her versatility across industries.

Brandon McAdams

Brandon brings more than 18 years of credit union experience that includes Consumer Lending, Analytics, Payments, Collections, IT, and Loan Servicing, Marketing strategy and advertising, events internally and externally, researching the competitive landscape, recommending changes to campaigns, products, and services at an enterprise level with regards to growth. He has vast industry experience, headlined by a National Cooperative Award given by the NCUF. He spent 6 years as an executive at Coastal Federal Credit Union with experience in various committees like ALCO, Pricing, Digital, Data, and the COVID response.

Mark Caverly

Mark has 27 years of credit union experience, including as President of the $4 billion/400,000-member Local Government FCU. His scenario-based strategic planning approach led to LGFCU’s formation of Civic, a de novo digital-first credit union. He has extensive experience in business model design, organizational and digital transformation, applied strategy and corporate governance. He has served as the Board Chairman of the Carolinas Credit Union League and the Carolinas Credit Union Foundation, and has testified before Congress on behalf of CUNA and the Electronic Payments Coalition. Mark earned his MBA from Duke University with distinction as a Fuqua Scholar.