Strategic Planning

Our proven process ensures that your bank is effectively evaluating meaningful strategic alternatives and producing a plan that is targeted and executable. We aggregate and produce meaningful content better than anyone in the business.

Questions?

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Our Strategic Planning Solution

Our comprehensive Strategic Planning solution includes all the necessary components for a bank's management team and board to develop and execute a targeted, performance-driven plan. The plan will zero in on your strategic priorities, including growth, earnings, the role of technology, target markets, risks and rewards, and more. All with an eye on creating sustainable value. For more information, please give us a call at 800-477-6266.

What You Get

The Strategic Plan

Comprehensive, well structured, and performance focused
Structure integrates external/internal analysis, bank's risk profile, strategic alternatives, mission & vision, goals & objectives, and a dashboard reflecting key performance metrics
Clearly defined stand-alone action plan for routine tracking and reporting execution
Complies with the highest regulatory or other stakeholder requirements

Valuation and Growth Model

Research and Analysis

Multiple respected resources to support critical analysis
External analysis includes: economic trends (National, state and local), target market analysis, competitive analysis, market demographics, industry/regulatory trends, capital market trends, and more
Internal analysis includes, customized risk profile, comparative analysis, product and customer analysis, and more
Analysis can be refreshed quarterly, semi-annually or annually

Facilitated Planning Process

Valued Insights

Our clients leverage our insights. We work with hundreds of bankers every year developing their plans and managing their risks. Our insights regarding business models, success factors, pit falls, regulators, investors and overall performance drivers are indispensable in developing, challenging, and validating your strategy.

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