Finance Management
Concentra houses the expertise to manage the finance component of your credit union's operations. This service is a cost-effective way to access all of our products and the services. These services include, but are not limited to:
  • participation in development of a business plan including financial policy and procedures
  • full balance sheet management, including interpretation of interest rate risk simulation results and the development of financial strategies
  • investment and derivative portfolio management
  • collaboration with the management team on pricing and product development