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Strategic Planning

Please note: This section is exclusively limited to companies that provide high level, comprehensive strategic planning services for financial institutions. Specialty shops like ad agencies and web design firms will not be listed here.

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Birmingham, AL
(205) 251-3227

Bancography provides consulting services, software tools and marketing research to financial institutions in support of their branch, product and brand positioning strategies. Bancography offers branch planning and network optimization services in addition to Bancography Plan, a market analysis and branch planning tool. Bancography conducts primary marketing research to measure market and brand awareness, onboarding, satisfaction and attrition factors, and provides product and profitability assessments. Bancography also measures and evaluates an institution’s brand.

Send an email to Laura Levie, Marketing Director at Bancography.

Capital Performance Group
Washington, DC
(202) 337-7870
CPG is a management consulting firm that specializes in the financial services industry. The firm’s primary practice areas are strategy, distribution planning, marketing, and process improvement.

CEO Advisory Group
Seattle, WA
(206) 219-5395
Strategic growth planning and mergers for credit unions.

Cornerstone Advisors
Scottsdale, AZ
(480) 423-2030
Managerial consulting firm performing selections, benchmarking, contract negotiations and strategic planning.

CCG Catalyst
Phoenix, AZ
(800) 439-8710
A consulting firm providing strategic direction and focused guidance for banks.

CU Succeed
Fort Wayne, IN
(260) 437-2212
A strategic advisory and consulting firm assisting primarily mid-sized financial institutions reach their potential.

Glatt Consulting
Wilmington, NC
(888) 217-5988
Glatt Consulting is a strategy consulting company focused on helping credit unions define distinctive strategies that lead to achievement, growth, and financial health.

United States
(260) 437-0859
Strategic advisory and consulting for mid-size credit unions and community banks focused on enterprise transformation. Ready to move to a 21st century collaborative, social enterprise? We listen and and deliver on operational alignment, collaboration and organizational culture for 21st century competitive advantage.

IQR Consulting
Reston, VA
(571) 969-4772
IQR Consulting provides strategic solutions to businesses. We have expertise in analytics solutions, modelling, forecasting, statistical tool techniques, marketing research, database design, support, custom reporting and business strategy, consulting.

The Kafafian Group
Parsippany, NJ
(973) 299-0300

Kiran Analytics
San Diego, CA
(858) 270-9950
Guiding C-level leaders through the strategic decisions affecting their retail branch delivery model, and how they can best utilize and optimize their frontline resources.

Market Match
Englewood, OH
(937) 832-7894
MarketMatch is a full-service credit union and community bank marketing consulting firm providing expertise, perspective, ideas and strategic marketing with an ROI guarantee.

marquis_software_solutionsMARQUIS Software Solutions
Plano, TX

MARQUIS is the largest provider of data analytics software, services, and consulting to financial institutions in the world, providing scalable, results-driven marketing, sales and compliance solutions for over 25 years. Our expertise includes: CRA, HMDA & Fair Lending solutions, Marketing MCIF software and services, Big Data analytics and action, Customer Relationship Management (CRM), Profitability and retention, Direct marketing creation, management & fulfillment. You need results. We have three ways to help: easy-to-use software, outsourced services, and professional consulting. How can we exceed your expectations today?

Quantum Governance
Vienna, VA
(703) 242-2016
MarketQuantum Governance provides leading-edge governance assessments, consulting and retreats, as well as strategic planning assessment and retreat services for credit unions. We are an official CUES Strategic Partner. Governance matters — we can help!

RedPort International
Madison, WI
Toronto, ON
(608) 354-6196
As specialists in financial services, we provide strategic guidance and analytic solutions to banks, lenders and credit unions. Our hands-on experts work with C-suite executives across the globe to build superior, customer-centric organizations.

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    Only companies who derive at least 50% of their business directly from banks and/or credit unions will be listed in this directory.