Strategic Diligence, Assessment & Execution

  • Research & due diligence on multiple initiatives for organizations seeking to diversify services and strategic planning facilitation
  • Strategic division launches, such as private banking, business banking, trust, insurance & treasury
  • Comprehensive assessments and business line launches, typically include branding, product suite development, privacy, regulatory & legal considerations, IT, systematized onboarding, staffing/organizational structure, training, SLA’s, marketing, accounting processes & operational agreements