ServiStar Consulting

What ServiStar Consulting does

ServiStar Consulting is a privately held Credit Union Service Organization (CUSO) headquartered in Traverse City, Michigan, founded in 1998 and operating exclusively within the credit union industry across the United States and Canada. The firm delivers training and consulting services through three core pillars — Sales Training, Service Training, and Leadership Development — packaged into program offerings such as Vertex, Emerging Leaders, Credit Union PhD, Coaching for Performance, TARGET Leadership, and Becoming a Sales Champion, augmented by Executive Coaching, GiANT Leadership Development (Five Voices), CliftonStrengths-based engagements, Strategic Planning, and Speaking Engagements.

The underlying technology is a learning management platform supporting live online events (Zoom-based cohort workshops), an on-demand self-paced course library accessed through a members portal, and on-site training delivery. Content is distinguished by a research partnership with the Filene Research Institute, with publicly cited studies on attributes of high-performing credit union managers and sales/service performers forming the empirical foundation of the catalog.

Commercially, ServiStar operates a hybrid revenue model. The dominant stream is professional services revenue from cohort-based workshops (priced at $749-$2,499 per seat across major programs), per-person group training ($24-$28), and customized consulting engagements. A secondary subscription/recurring revenue stream comes from the on-demand learning library, with auto-renewing subscriptions at monthly or annual cadences and non-refundable terms. Go-to-market combines enterprise field sales targeting credit union leadership (Calendly-driven), event-driven demand generation through national live online workshops, content marketing via a LinkedIn presence and branded podcast, and a trainer certification program that effectively functions as a channel for internal credit union trainers. The firm has cumulatively served 1,000+ credit unions over 27 years and claims 69% of top-ranked credit unions for member experience as clients.

Name

ServiStar Consulting

Legal name

ServiStar Consulting LLC

Website

https://servistarconsulting.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

ServiStar Consulting is a CUSO founded in 1998 that delivers sales, service, and leadership development training exclusively to credit unions across the US and Canada, combining cohort workshops, on-demand learning, and consulting grounded in Filene Research Institute content.

Ownership category

akta.pro rank

Headquarters

HQ city

Franklin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Training Programs: Live online workshops and training programs for credit union employees covering leadership development, sales training, service training, and coaching skills. Programs are delivered in cohort-based formats with multiple sessions.
2. On-Demand Learning Library: Self-paced online courses and learning modules available through the ServiStar learning platform. Subscription-based access model with recurring fees.
3. Consulting Engagements: Customized consulting services including GiANT Leadership Development, Executive Coaching, Strategic Planning, and CliftonStrengths Training. Delivered through workshops, one-on-one coaching, and hybrid approaches.
4. Speaking Engagements: Keynote speeches and employee training day sessions delivered to credit union organizations.
5. Recurring Subscriptions: Auto-renewing subscription services with unlimited access designation to specific services. Payments are non-refundable with monthly or annual billing options.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

ServiStar Consulting is a Credit Union Service Organization (CUSO) that delivers training and consulting services exclusively to credit unions across the United States and Canada. Its offerings span three core pillars — Sales Training, Service Training, and Leadership Development — delivered through on-demand courses, live online webinars and events, and on-site workshops. Programs are grounded in research produced with the Filene Research Institute and focus on culture transformation, member-centric selling, leadership coaching, and member experience improvement.

Product overview

ServiStar Consulting is a CUSO (Credit Union Service Organization) providing a comprehensive portfolio of training and consulting services exclusively for credit unions. The offering consists of three core training pillars—Sales Training, Service Training, and Leadership Development—delivered through multiple modalities including On-Demand Learning, On-Site Training & Workshops, and Live Online Webinars & Events. The portfolio includes specific programs such as Vertex (for existing leaders), Emerging Leaders (for new managers), Credit Union PhD (history workshop), Coaching for Performance, and Becoming a Sales Champion. Additional offerings include Executive Coaching, GiANT Leadership Development (using Five Voices methodology), CliftonStrengths Training (Gallup-based), Strategic Planning Services, and Speaking Engagements. All programs are grounded in research from the Filene Research Institute and follow a member-centric philosophy rather than product-centric sales approaches.

Differentiator

Problem solved

Functional benefit

Products and services

• Sales Training
• Service Training
• Leadership Development
• On-Demand Learning Library
• On-Site Training and Workshops
• Live Online Webinars and Events
• Executive Coaching
• GiANT Leadership Development
• CliftonStrengths Training
• Strategic Planning Services

Quantifiable outcome

• 10% Average Asset Growth Rate (compared to industry benchmarks)
• +3 more outcomes

Named customers27 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Filene Research InstitutecoreStrategic or Co-development PartnerServiStar has partnered with the Filene Research Institute to produce important research that provides insight into the skills and attributes that create high-performing managers and employees. This research is the foundation of the training that ServiStar presents to credit union employees. ServiStar CEO Taylor Murray is an alumnus of Filene Research Institute's i3 program.

Scale indicators3 records

Recent moves6 records

Expansion highlights7 records

Others

• Filene Research Institute: Credit union-focused research and innovation consortium that ServiStar partners with for foundational research — provides industry thought leadership, research, and benchmarking that complements ServiStar's training delivery.
• GiANT Worldwide: Leadership development firm behind the Five Voices methodology that ServiStar delivers via its GiANT Leadership Development program — a content partner and methodology licensor rather than direct competitor.
• Gallup: Research and consulting firm behind the CliftonStrengths framework that ServiStar delivers via its CliftonStrengths Training program — a content partner and adjacent strengths-based development provider rather than a direct competitor.

Broad incumbents

• Credit Union National Association (CUNA): The primary US credit union trade association offering training, conferences, and professional development to the same credit union buyer base, though as part of a much broader advocacy and membership portfolio.
• National Association of Federally-Insured Credit Unions (NAFCU): Trade association serving federally insured credit unions with compliance, training, and education programs — overlapping audience and training offerings with ServiStar but bundled into association membership.
• FranklinCovey: Global leadership and execution training firm offering The 7 Habits and related enterprise programs — competes for the same enterprise L&D budget ServiStar targets, but across all industries and with broader content breadth.
• The Ken Blanchard Companies: Established leadership development and management training provider with SLII and other programs — competes for leadership training budget with broader offerings that cross industries, including financial services.
• Development Dimensions International (DDI): Global leadership development and talent management provider serving enterprise clients across financial services and other industries with leadership training programs comparable to ServiStar's Vertex/Emerging Leaders offerings.

Regional players

• Cornerstone Credit Union League: Multi-state credit union league that provides training, events, and compliance services to member credit unions — comparable offerings but primarily regional rather than nationwide in scope.

Direct peers

• Tipton & Associates: Management consulting firm specializing in credit unions, providing strategic planning, leadership development, and operational consulting — directly comparable niche and buyer to ServiStar.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ServiStarConsulting
• LinkedInlinkedin.com/company/servistar-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ServiStar Consulting