Synergy on Strategy.
Where strategy meets execution
A strategic plan that actually moves the institution.
Synergy designs the strategy — and the operational plan that executes it — in a single engagement, so the plan your board approves shows up in the numbers.
Most strategic plans get approved in the spring and forgotten by the fall. The plan isn’t the problem — the operational architecture underneath it is.
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Ready to talk
Bring us your strategic plan — or the plan you can’t get started. The first call is on us.
Book the call30 minutes. CEOs, board chairs, and CFOs welcome.
One engagement — start to finish
Most strategic planning stops at the plan. We stay through execution.
We help financial institutions grow assets and income through strategic planning, operational execution, and revenue-focused risk management — designed and delivered together, so the plan your board approves shows up in the numbers.
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01
Strategy
Where to play, how to win — designed with your board and executive team.
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02
Operations
Operational plan built directly from the strategy. Marketing, ERM, and lending in the room from day one.
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03
Execution
We stay in the work. Day-to-day execution alongside your team — not from a deck on the shelf.
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04
Risk & cadence
Revenue-focused risk management and quarterly accountability, so the plan keeps moving past month three.
Your facilitator
Ancin Cooley
Ancin Cooley is the founder of Synergy Credit Union Consulting and Synergy Bank Consulting. He works with credit unions, community banks, CDFIs, and economic development organizations to develop and operationalize unique, measurable, lasting strategic advantages — the kind that outlast a board cycle, a CEO transition, or a rate environment.
Synergy is the only firm equipped to work on your brand strategy and your collections strategy at the same time, find additional yield in your investment portfolio while sharpening your NPL participation decisions, pressure-test your CECL allowance so you aren’t over-reserving against earnings, and rebuild a compensation and bonus framework that pays your team to execute the plan you just approved.
His method moves strategy through five nested layers — corporate, business model, operational, departmental, and ERM — where every layer ties to a measurable outcome.
Ancin operates where strategy meets execution.