Case Study: United Nations Federal Credit Union achieves organization-wide strategic alignment and continuous strategy execution with ClearPoint Strategy

United Nations Federal Credit Union - Customer Case Study

The United Nations Federal Credit Union (UNFCU), an international financial institution serving more than 125,000 members in the global UN community, needed to ensure organization-wide alignment and sustained execution of its strategic goals. After formalizing strategic planning and creating an Office of Strategic Planning with a Balanced Scorecard framework, UNFCU selected ClearPoint Strategy as its strategy management platform to standardize tracking, reporting, and communications across the institution.

Using ClearPoint Strategy, UNFCU now manages 13 Balanced Scorecards (one corporate, eight business-unit, four executive), leverages the ClearPoint Community Dashboard for monthly data evaluation, and runs quarterly strategy-review meetings. The ClearPoint Strategy deployment produced faster data entry and reporting, consistent documented reporting processes, increased visibility via intranet strategy maps and incentive links, and stronger employee buy-in—embedding strategy into UNFCU’s culture and delivering measurable, ongoing organizational alignment.

United Nations Federal Credit Union

Rossana Creo

AVP, Strategic Planning