QuantyPhi kicks off new video series showing credit unions how to hit more goals and make ALCO Fun

MUSKEGO, WI (October 29, 2020) — In November, QuantyPhi will kick off a four-part video series highlighting some of the services they offer to credit unions. The ALCO fun series injects a little humor into the serious business of balance sheet optimization and will run over the course of four months. The videos will be shared on LinkedIn, through eblasts, and in newsletters.

The first video highlights the CUSO’s flagship benchmarking product. Benchmarking allows credit union managers to quickly focus on selecting additions or deletions to the investment portfolio.QuantyPhi helps credit unions create performance targets specific to their unique goals and helps develop portfolio strategies that provide optimum levels of return with a given level of IRR. QuantyPhi’s performance optimization experts use high-powered technology that can analyze changing market data quickly, run “what-if” scenarios, and generate reports that help set appropriate, achievable benchmarks.

The second video will focus on investment services offered by the CUSO. Using their expertise, QuantyPhi provides all the required analytical tools, market insight, and reporting tools needed to provide proper review of current risk position, asset-liability forecast assumptions and reporting, balance sheet strategies, and management reporting.

The third video in the series will address buying and selling loan participations. QuantyPhi’s fully integrated, online loan participations platform gives credit unions immediate access to hundreds of loan offers with no exclusivity, no fees, and no minimum purchase requirements. The reporting process is super easy, comprehensive analytics are provided, and best-in-class compliance is offered to help credit unions grow income, reduce risk, and achieve more opportunities for growth.

The final video will highlight balance sheet consulting. QuantyPhi can review all aspects of a credit union’s current position including loan assets, liability structure, and risk exposure. Following a review, QuantyPhi can make recommendations to address issues of concern, take advantage of income opportunities, and limit risk if necessary. They can run “what-if” scenarios, help credit unions plan for unpredictable market fluctuations, and explain how to find opportunities on both sides of the balance sheet.

“Our goal with this campaign is to let credit unions know who we are that we are here to help,” said Kevin Chiappetta, CFA, President of QuantyPhi. “There are two areas that set QuantyPhi apart in our industry. We are experienced and built with a focus on the right talent performing each key aspect of the job required to manage the financial aspect of a credit union. Selectively hiring staff with backgrounds in the key functions of each step of properly managing the finance function of a credit union, and having done so during many challenging market conditions, makes our team distinct. Combined with the ownership structure of a credit union, we share the same concerns of the movement. We do not just sponsor credit union events in hopes of being seen by part of our client base. We participate in credit union events because we are part of a credit union and our future relies on the health of credit unions.”

The video series was created by Credit Union Story, a Milwaukee-based advertising agency specializing in credit union marketing.

About QuantyPhi, LLC

QuantyPhi, LLC is a wholly owned credit union service organization. The CUSO specializes in credit union balance sheet optimization. QuantyPhi’s mission is to build better credit unions by building balance sheets with muscle, flexibility, and resilience. Please visit to learn more and follow us on LinkedIn.  

About Credit Union Story

Credit Union Story is a team of writers, videographers, designers, and media strategists. We help credit unions grow membership, build product/service usage, develop brand awareness, and enhance brand affection — and we’ve been doing that for over 30 years. Every credit union has its own story to tell. Every member has a story to share. Those stories, when strategically and passionately communicated, attract new membership organically. Those stories are what we use to develop marketing plans and materials that spread the word, inspire the movement, and help people understand what credit unions are all about.


Adam Stone
Executive Vice President
QuantyPhi, LLC
(414) 433-0176

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