Dear Vern,

It was great to meet you and your colleagues at Emerge last week.

It was also very exciting to hear about your leadership and commitment to supporting the financial wellness of your members, as part of Servus’ vision and noble purpose.

As discussed, we’ve been collaborating with CFSI in our work in Canada to help Credit Unions like Servus measure and improve the financial health and wellness of their members.

Here’s a link to for more information on us and our services, building on strategy work developed for organizations including Conexus, Vancity and Prospera.

We’d love to set up a phone meeting to de-brief on Emerge, and explore opportunities to support you and the Servus team going forward through our national Canadian financial analysis and benchmarks, financial health index and/or boutique strategic consulting practice.

As we discussed, this work could dovetail with and help elevate the great work you’re already leading with CFSI, as Canada’s only Financial Health Leader.

I’ll follow up with you over the next two weeks, to see if you’d like to schedule a meeting to continue our conversation in Austin.
In the meantime, all the best in transferring your Emerge learnings to the Servus team, and please don’t hesitate to contact me if I can support you in any way.

Regards,

Eloise

Principal, Seymour Consulting and Co-Founder, Financial Health Index
Certified Management Consultant (CMC)