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Testimonials & Case Studies

See how credit unions like yours have grown with ServiStar by their side.
Every success story starts with a challenge. Explore how credit unions partnered with ServiStar to build stronger teams, better leaders, and more engaged employees.

The Importance of Partnership

Building a strong culture isn't a one-time initiative, it's an ongoing journey. With ServiStar as your trusted partner, you'll have practical tools, experienced guidance, and ongoing training and support to help your team grow with confidence.

Let's talk about what's possible for your credit union.

Schedule a Call

Since implementing ServiStar in 2024, our Net Promoter Score increased by 9.92 percentage points in 2025.

Kristina K.

AVP of Retail Experience
First Alliance CU

10%

Average Asset Growth Ratetion

92%

would recommend

3.5 Years

Average Partnership

4.8/5

Learned Something New

Real Stories. Real Growth.

Every credit union's journey is unique, but the results speak for themselves. See how organizations like yours have strengthened their culture, developed confident leaders, and created lasting impact with ServiStar by their side.

Truly an excellent program!

Thank you, Scott! This was a truly excellent program that I will be recommending to any person in a leadership position or with leadership ambitions. Many thanks for all of the ideas, tools, book/resource recommendations, and laughs along the way.

S. Radtke

Lending Operations Asst. Manager

I’m excited to carry these lessons forward

I’m reflecting on all the valuable skills and perspectives I’ve gained and I’m excited to carry these lessons forward as I continue my leadership journey and work to guide and mentor our teams.

Heather H.

Marketing Manager

Taught me a lot about myself

I’m soaking in all the great content you provided – as a new leader, it was truly invaluable – thanks for keeping everything energetic and engaging!

S. Young

Marketing Manager

Proudly Trusted By:

A collaborative team gathered around a laptop

Your Success Story Starts Here

You've seen how other credit unions have strengthened their culture and achieved lasting results. Now let's talk about your goals.

Schedule a call with our team, and together we'll build a plan that helps your credit union thrive.

Schedule a Call

Our Testimonials

I learned so much

I can't thank you enough for giving this Vertex training to me. I have thoroughly enjoyed it and have learned so much that I get to apply to my work life and personal life.

M. Litzner
HR/Training
leadership
Real-World. Relevant. Engaging.

I loved class today and really appreciate how you give real-world examples and credit union-specific examples. Very engaging.

L. George
Sr. Communications Manager
service
By Far One of the Best

This was by far one of the best training sessions I have participated in.

L. Shryack
Service Representative
service
Left a Lasting Impression

I wanted to reach out and express my sincere gratitude for the Service Excellence class you conducted. It was truly an extraordinary experience. Your session left a lasting impression, particularly the takeaway: “The service we provide to the members is never better than the service we provide to each other.”

S. Quezada
Member Consultant
service
Learn, Collaborate, Grow

ServiStar’s approach allows employees to complete the training in a more timely manner while also providing the added benefit of networking with peers from other credit unions and learning industry best practices from a broader audience. The feedback regarding the opportunity to collaborate and learn alongside other credit union professionals has been overwhelmingly positive.

S. Comerford
Staff Development Manager
sales
I Loved the Course!

I just wanted to share that I loved the sales course! So far the feedback from everyone at our CU has been nothing but good!

K. Riley
Director of Experience
sales
Everyone Met Their Goals

Some good news from our credit union. Our Financial Wellness Advisors have met their member sales goals the last two months!! Both months all 5 members of the team contributed with qualified closed loans!

T. Hickey
VP of Operations
sales
Taught Me What It Takes to Lead

This program taught me a lot about myself and what it takes to be a leader. I appreciate all the care you put into the sessions, and it has spread to all of us.

A. Lemanek
AAP Specialist II
leadership
Made a Meaningful Difference

I really appreciate ServiStar, what they stand for, and the incredible team behind it. Vertex has made a noticeable and meaningful difference in our managers, from their confidence to their leadership approach.

K. Egeler
Chief Branch Officer
leadership
Learned So Much. Big Thanks!

Learned SO much and met some incredible people during ServiStar Consulting Vertex Leadership Training this spring. Big thanks to Scott Anderle for always being so enthusiastic, encouraging and energetic during our sessions.

C. Bosworth
Fraud & Disputes Manager
leadership
So Much Great Information

Thank you for making our training so fun and engaging – the time truly flies by! I debriefed yesterday’s session with my leaders today, you packed so much great information into a short window. I’ve really enjoyed my time in ELP so far and can’t wait to keep learning!

L. Simons
Operations Coordinator
leadership
I Appreciate All That You’ve Done

I want to say that I appreciate all that you have done to help me along in my growth during my leadership journey.

A. Hayes
MX Coordinator
leadership
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