Curate Innovative Products and Solutions

By first understanding your bank’s current product line – and the levers that drive them – we assess the overall delivery and service costs to clarify margin and predict revenue. We create profiles of your clients, including the depth, tenure, and drivers of profitability in their relationships, and generate organized, manageable data pools. This structured data provides a dashboard that depicts cross-product ownership, usage trends, and the drivers of attrition or tenure.   

  • Which products are your customers buying, and which are they not?
  • Are there roadblocks in the selling or fulfillment processes?
  • Have team members been properly trained and compensated?
  • Are your products innovative and keeping pace with the market?


We translate your bank’s data into customized, actionable strategies. We vet and recommend products that align with your brand, fill gaps in process and technology, and help capture more new business. We build a product roadmap that will ensure your fair share of the market potential.  And, as veterans of over 35 M&A and platform changes, we can lead the integration for your organization. Experience examples include product and service mapping, revenue and cost pro forma, training and communications, policy and process redesign, and customer impact forecasting.

$ 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.