In our first episode of Level Up, our Executive VP, Kurt Klassen, shares his thoughts on the importance of understanding younger generations’ banking preferences. 🟧👇 60 seconds of insights are waiting for you—just click play below. #creditunions #innovation #banks #management #futurism
LEVEL5
Financial Services
Atlanta, GA 1,693 followers
We partner with credit unions—empowering them to think ahead, plan well, build smart, and grow.
About us
Headquartered in Atlanta, with offices in Raleigh and Salt Lake City, LEVEL 5 is an evidence-based design-build firm that empowers financial institutions to meet their fullest potential from first idea to final brick. The Details Matter Growth doesn’t just happen—it’s the result of careful forecasting, strategic planning, and a thousand other insight-driven decisions all made before even one shovelful of dirt is moved. Insight > Data We don’t just borrow data on growth possibilities and profit from other sources, we mine it ourselves, with boots on the ground and a mandate to make every point actionable. Build on Honesty Smoke and mirrors are terrible building materials. We treat every project as a new challenge and every client as deserving of both our best work and our honest opinion. Trust the Process Through process, we create predictability out of complexity. We don’t guess; we put together all the pieces of the growth puzzle one by one to cultivate success that’s time-tested and sure. Whether you’ve got a plan or need one, we’ve got you covered. Our turnkey strategy + innovation process ensures you can stay confident that your credit union will be prepared for whatever comes next. Ready to Grow? Reach out and set up a launch call to learn about how we partner to enable the next phase of your credit union’s growth. Predict. Plan. Build. Grow. With LEVEL5.
- Website
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https://www.level5.com
External link for LEVEL5
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Atlanta, GA
- Type
- Privately Held
- Founded
- 2001
Locations
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Primary
2018 Powers Ferry Rd SE
Suite 750
Atlanta, GA 30339-7208, US
Employees at LEVEL5
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Preben Werther
Trainer, Catalyst, Coach and co-Owner
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Brad Eller
Consulting, Real Estate, Design, Construction Management, Branding - CEO at LEVEL5, LLC
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John Hyche
Principal / SVP - Strategic Consulting
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Kurt Klassen
EVP, Sales & Marketing. FinTech, SaaS, Consulting, Technology, Software, Data Analytics, Design-Build and Services
Updates
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Establishing the right tech blueprint can make or break your success. Follow us here and check out level5.com to learn more. 🟧 #management #future #creditunions #banks #innovation
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Branches are more important than ever. Why? 👇 Because while members like to streamline certain tasks like depositing checks digitally, they also prefer to visit their local branch for core banking functions like opening accounts and getting important financial advice from trusted advisors. Unfortunately, many credit union branches don’t have the proper physical infrastructure to support modern members’ needs. That’s where we come in. 🟧 Follow us here and check out our website at level5.com to discover how we can help you design and build an innovative branch that fosters long-lasting relationships and supports the moments that matter to your members. #management #future #creditunions #banks #innovation
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Our ongoing work with Bank of Newington is a great example of the kind of partnerships we want to foster. Plan. Predict. Build. Grow. [Repeat as desired.] Way to go, Mike and team!
Yesterday Bank of Newington conducted its Groundbreaking Ceremony for its new branch in Rincon, GA. LEVEL5 is delighted to be the design/builder for the Bank's new branch. LEVEL5 also studied the Rincon market and acquired the site on behalf of the Bank. This is the second branch LEVEL5 has designed/built for Bank of Newington. LEVEL5 is very thankful for the confidence that the Bank of Newington has in our company.
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We empower credit unions to grow up to 38% faster than their local peer financial institutions. The secret to their success? Our proven integrated solutions. 🟧 Follow us here and visit our website at level5.com to unlock your full growth potential. 🌟 #management #future #creditunions #banks #innovation
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Have you had a chance to listen to Kurt Klassen on the CUInsight.com podcast yet? It's full of actionable insights to drive results for your credit union. Check it out. #future #creditunions #growthstrategy
"We often find there's a disconnect between how credit unions think they are perceived and the true perceptions that exist out in the marketplace. One of the most important insights you can pull from data is a better understanding of your differentiators—what truly sets you apart in your market." That's just a sample of the conversation Kurt Klassen had recently with Lauren Culp from CUInsight.com. Check out the full podcast episode at the link below. https://lnkd.in/g-_bYXUa #strategy #growthstrategy #creditunions #designbuild
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Credit unions who are focused on growing member engagement grow faster than their peers. That's why we focused Kurt Klassen's latest article on CUInsight.com on how to Design Your Next Branch with Member Engagement in Mind. Knowing your members—and potential members—and intentionally creating an experience that engages them in ways that matter is critical to your long-term growth. Click below to learn from our practical insights on how you can design your branches to facilitate greater engagement. 👇 https://lnkd.in/gHTySvpr
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How do you dig through all of your branch performance data to find the insights that will guide your strategic plan? How do you decide where to make investments that will yield the most growth in core deposits in the future? We’ve found the best tool for understanding current branch performance and making strategic decisions and we describe it in one of our latest articles. 👇 https://lnkd.in/gcVPxBcy #creditunions #growthstrategy #innovation #future
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How are we going to grow core deposits? This is one of the questions many credit union executives consistently wrestle with. With zero percent interest rates a thing of the past, the only real option credit unions have is to expand their reach—attracting new members who make new deposits.💲 We've identified three common mistakes some credit union executives make in trying to grow core deposits. Check them out here: https://lnkd.in/gdDbtCRj
LEVEL5 | Three Common Mistakes Credit Unions Make When Looking to Grow Core Deposits
level5.com
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How do you foster member engagement through every aspect of credit union branch design? It's not easy, but we know how to get it done. Check out the story of how we partnered with the team at WasatchPeaks Credit Union to reinvent their branches and drive results. 📈 https://lnkd.in/gbtBXZ4y 👈 #innovation #creditunions #designbuild #growthstrategy
LEVEL5 | Redefining Growth at Wasatch Peaks Credit Union
level5.com