Within the development of our communities, we contribute to the success of our members through our cooperative values, the quality of our offer and the excellence of our services. We are…
Human. Available. Connected.
With a dedicated team and modern digital solutions, Caisse Alliance is the preferred financial partner of its members and the key economic driver in its communities.
We combine our expertise and resources to benefit all of our members. We offer flexible and high-quality products, services and solutions. We strive to improve our tools and processes to make them more efficient, particularly when it comes to digital technology, in order to meet the needs and expectations of our members.
We are available and responsive to the evolving needs of our current and future members. We work to earn and maintain the trust of our members in order to help them achieve their goals. We give a voice to all and ensure democracy for our members.
We make decisions in the best interest of our members and communities, first and foremost. We are committed to good business and management practices and guarantee accurate, thorough and timely information.
We care deeply about the development of our communities, which is why we are actively and sustainably involved with them every day in order to bring our cooperative difference to life. As a socio-economic player, sustainable development and the implementation of related practices are at the centre of our priorities.
We are committed individually and collectively. We believe that everyone’s commitment is the cornerstone of our relationships with our members.
We make it easy and enjoyable to work with us. We work closely with our partners, all the while ensuring our autonomy and independent thought.
We are a financial institution with Franco-Ontarian roots. We are building for the future by capitalizing on who we are, how far we’ve come and the successes we’ve experienced.
We strongly believe in the value of our employees as they are the core of our success and at the centre of our relationships with our members. Teamwork is the foundation of our strategies, which is why we continually invest in the development and accountability of our employees.
| PROMISES | OBJECTIVES | SUCCESS INDICATORS |
| To provide high-quality financial services to all our members by providing them with trained staff who know how to serve with compassion, honesty, and confidentiality. |
Ensure that all Caisse staff receive training on an annual basis. Manage its own training school, thereby ensuring the professional development of employees. |
Require all staff to complete basic training annually. |
| Respect cooperative principles. | Ensure that the 7 cooperative principles are known and applied on a daily basis. | Present the 7 cooperative principles to all new employees during initial training and as part of the training school curriculum. Refer to the seven cooperative principles: The 7 cooperative principles |
| Encourage transparency, respect, courtesy and inclusion in all initiatives. | Develop our Market Conduct Code (MCC) and our Equity Diversity, and Inclusion (EDI) policy. |
Make the CCM and EDI Policy available to members. |
| Ensure member satisfaction by soliciting feedback and responding to it promptly. |
Analyze all complaints received. Coordinate an Annual GeneralMeeting (ACM) and Member Group Meetings (MGMs) to provide information and voting rights regarding the Caisse’s strategies. Publish surveys measuring member satisfaction. |
Seek feedback from members and respond to it promptly |