Strategic Review and Planning

Change is constant in community banking, just as it is for your clients. Identifying opportunities to improve customer revenue, reduce costs, and find hidden profit drivers takes concerted focus and effort. We ask the hard questions that help address the following:

  • Which of your current products need revisiting?
  • Which customers are buying your services, and which customers are leaving?
  • What are the true, measurable drivers of value, profit, and cost to your organization, and how do you focus on those drivers?
  • Does organizational knowledge need to be enhanced in certain areas?
  • How can you make strategic planning an ongoing part of the business?
  • How do you ensure key success factors are properly defined, understood, measured, and prioritized?


We ensure data collection and analysis are aligned and contribute to your bank’s goals and objectives. We review your policies to identify potentially new strategies that accelerate profit and growth. We clarify your unique competitive advantages and challenges. We model anticipated results that are realistic and actionable.  

$ 490 MM
40 %
$ 6 MM
29 %

Successful Project Outcomes

Revenue Enhancements
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Revenue Enhancements/Platform Architect - Delivered franchise-wide system upgrade that yielded 70% reduction in account opening time, 100% compliance with BSA/KYC regulatory rules, and increased cross sales by 60% within first 90 days of implementation.
Improving Efficiency Ratio
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Soup to nuts review of deposits/card operations, reduced redundant costs, improved work flow and yielded $1MM in annual interest expense.
Commercial/Business Deposit Business
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Commercial/Business Deposit Business Risk Review & Recommendations - Identified $500 Thousand in annualized non-interest revenue growth for $2 Billion asset community Bank.
Bank Turnaround
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Bank Turnaround - Restored profitability in just 20 months to bank with multiple Consent Orders and MOU and a loss of $20 Million per year, including termination of all regulatory findings.
Core Deposit Growth
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Introduced new product, pricing and target marketing strategies resulting in over $500MM in new core deposits in 8 months
Risk Management Framework
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Risk Management Framework - Introduced Policies and Key Risk Indicators reporting for $7 Billion institution in less than 5 months to directly address regulatory concerns.
Award Winning
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Developed Award Winning Online Banking Solution - Generated $2.7 Billion in low cost deposit growth for $30 Billion asset institution.