Strategic Planning

  • Executive strategy facilitation
  • Strategy & business plan documentation
  • Brand vision & strategic positioning
  • Strategic & tactical execution
  • Organizational alignment

Digital Innovation

  • Digital strategy development
  • Frameworks to prioritize investments
  • Channel optimization
  • Digital systems selection & implementation

Vendor Evaluation, Negotiation & Implementation

  • Card services
  • Online & mobile banking
  • Human Resource Information Systems (HRIS) CRM
  • Mortgage Account opening
  • Insurance & other strategic partnerships

Turnaround Business Consulting

  • Business line assessment & optimization
  • Business & operational process re-engineering

Executive Searches & Coaching

  • Retained searches for c-level and senior executives
  • Leadership coaching for increased effectiveness

Sales Training & Assessments

  • Customized sales & service training
  • Sales process assessments (hiring and coaching tool)
  • Sales management effectiveness coaching

Strategic Diligence, Assessment & Execution

  • Diversification strategies to generate revenue & expand value
  • New business line development & division launches

Market Entry Strategy Consulting

  • Market assessment & positioning relative to strategy
  • Comprehensive strategy implementation
    • Business plan & budgets
    • Talent acquisition
    • Business location Marketing & PR
    • Community & business development strategies

Project Management

  • Strategy-to-execution level project management
  • Interim vendor management