Shared Management Defined
Our shared management model is a business arrangement where client companies leverage the expertise of the team to manage the projects, programs, and initiatives established in the strategic planning process. We take advantage of the economies of scale afforded to larger organizations. We use the increased negotiation power granted through pooling the assets of all organization’s under management.
Our management team works with the individual boards to set goals, define resources needed, and make decisions. A shared management model can be particularly beneficial for companies that are looking to pool their resources and leverage our expertise to achieve a common objective, such as deploying a common digital experience, expanding into new markets, or launching a joint venture. Our shared management model is built on a simple agreement to define strategy and implement proven management practices. The success of shared management will depend on the ability of the client companies and our team to work closely, communicate openly, and maintain clear strategic objectives.
The Access Point model is a powerful tool ready for you to leverage to achieve your desired strategies. Our model provides a cost-effective and efficient way to enhance your organization’s abilities grow now. Our goal is to assist you deliver on your mission.
Complex Realities
As an organization grows, it faces a number of challenges in balancing its desire for growth with the increased complexity of operations. One of the main challenges is managing the increased workload and responsibilities that come with a larger organization. More members, delivery channels, and products/services mean more complex systems, processes, and organizational structures that need to be managed effectively. This growth requires a team with expertise in the core disciplines (Leadership, Lending, Finance, Member Experience, Marketing, and Information Technology) of a financial institution. That is what Access Point delivers.
Maintaining Identity
Maintaining company culture, values, and the brand identity the current Manager and Board of Directors have worked hard to build over the years is paramount. As the organization expands, it faces challenges related to communication and coordination that can outpace the development of an internal team. Ultimately, the challenge of desired growth versus the increased complexity of the organization requires a focused approach to maintain the culture and values that made them successful in the first place. We bring a proven approach that deepens internal relationships, leverages external relationships, and keeps the organization focused on the organization’s priorities and objectives.
How we can help
Facilitate Strategy
You can no longer simply build a better mouse trap. Your business needs to connect with your members/clients in a meaningful way. We help you adapt to change, build loyalty and deliver on your promise to deliver sustained value for your customers.
Design Products
We guide your team to solve big problems and test new ideas within a focused sprint methodology. Your greatest asset is your people, our design process taps into that resource through a proven framework that delivers results.
Stop the Goodbyes
We improve retention by optimizing the experiences of both your clients and your team members. We help you improve your onboarding process, leverage data driven decision models, and create meaningful outreach strategies that deepen relationships.