Schedule a complimentary planning session today.

Take advantage of the opportunity to see how your bank's executive management team will benefit from the Bank Intelligence online advisory tools and the consultative guidance of our Senior Bank Strategists.

See Your Custom Analysis at Work

A Strategist will facilitate a strategic 60 minute web conference involving your C-level executive management team and other key stakeholders. This 60-minute planning session will utilize your bank's custom financial, market, and risk analysis, providing real, quantifiable conclusions. We will first present your bank’s current profitability and efficiency analysis.  We have thoroughly analyzed your bank against strategic regional peers as well as local peers. We have also profiled every consumer household, every commercial business and know the deposit, loan, and specific product types associated with each as well as market rates to use for forecasting budgeting, etc. We will review these areas as well:


  • Strategic planning
  • Financial planning
  • Marketing plans
  • Market or branch expansion
  • Product development
  • Merger & acquisition evaluations
  • Board meeting preparation
  • Custom Enterprise Risk Scorecard


And, this planning session can be recorded so that you can share it with other members of your management team. Take minute to review our demos:


Schedule a Web Conference

Please provide the following information to request a complimentary Web Conference planning session.

Web Conference

Schedule a
Planning Session

An experienced
Bank Strategist will:

  • Conduct a 60 minute online planning session— customized to your bank.
  • Involve your C-level executive management team.
  • Use your bank's custom financial and market analysis.


Register For

Upcoming Webinars

full schedule