Strategic Consulting

Strategic consulting to align your technology and business goals


Get an outside perspective from industry insiders

Celero experts provide the third-party perspective many credit unions need to develop a plan for success by looking at the big picture of your business. Our executive-level consulting service helps credit unions create a long-term plan to achieve their digital transformation and technology goals.

Our knowledgeable consultants have deep expertise within the credit unions system, working with many credit unions to develop tailored strategies and execution plans for digital transformation, technology assessments and roadmaps. We work directly with your team to strategically plan for the future by applying industry best practices.


It was imperative that we shift as an organization to both meet our current members’ evolving expectations and attract and retain new members. Through consultation with Celero, we recognized the need to have a deeper understanding of our members, and then take critical steps to transform our culture, operations and member experience to deliver an exceptional service and trusted advisor experience across all member touchpoints.

Ronda Morin, Vice President, Credit at Lakeland Credit Union

Working with Celero’s technology consultants has given us the ability to make better decisions in terms of our technology investments, to see how each purchase contributes to our now formalized, larger IT strategy and to prioritize critical services. Our consultant took the time to understand the constraints of our organization regarding costs and regulatory requirements and provided affordable solutions or options that we had not considered. I highly recommend this service to credit unions who, like us, are trying to run technology from the corner of their desk. This service provides management with expertise not easily found in smaller organizations.

Kory Eastman, General Manager, Flin Flon Credit Union

Discover our consulting services

We offer strategic consulting services for executives and custom training curriculums for front line staff to provide cost-effective solutions to fill technology gaps across your organization.

Digital Transformation Consulting

Define your digital transformation path and adapt to rapid changes in consumer expectations, technology and the industry landscape.

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Technology Consulting

Improve your technology planning, operations, and management functions by building the technologies you use around your business needs.

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Employee Training

Celero offers a wide variety of training courses to support your employees and deliver on our promise to help you get the most from your technology investment.

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Everything you Need to Know About Celero’s Employee Training Services

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Celero Spotlight

Celero Spotlight: Digital Transformation Interview with Don Shumlich, CEO of Weyburn Credit Union

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"Firewall" with a red background in front of a hand.

How to Turn Your Employees into a “Human Firewall” for Your Credit Union

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Celero Spotlight

Celero Spotlight: Ryan Janke Discusses Weyburn Credit Union’s Digital Transformation Journey

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Explore our solutions

Integrate more of your technology with our suite of products and services

Celero Xchange™

Take digital transformation to the next level with our open banking integration platform

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Security Services

Safeguard member data and keep your systems protected with our security solutions

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Managed Services

Get the software, hardware and data storage you need for frictionless operations

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Core Banking

A complete core banking solution to modernize your systems

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