The Financial Brand Forum 2016 • Ideas, Insights & Innovations for Financial Marketers • May 16-18, 2016 LEARN MORE

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.

BlueSpire Strategic Marketing
Minneapolis, MN
(800) 727-6397
BlueSpire will work to understand your voice and provide the marketing strategy and compelling communications that will inspire audiences to connect with your brand.

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.

Omaha, NE
(402) 932-5908
Strategic planning support and other data-driven projects DONE fast – with hundreds of templates automatically completed with Stratezy, the online tool from idea5. Try it free for 30 days and see how much faster you can go from to-do to done.

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.

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

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.

St. Louis, MO
(636) 898-8100
NewGround helps financial institutions master the power of their space–through strategy, design and implementation– to create next generation workplace and retail solutions. With offices throughout the United States, NewGround specializes in retail services, design and build, and digital signage and content for banks and credit unions.

New York, NY
(212) 953-4444

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.

Salva O’Renick
Kansas City, MO
(816) 842-6996
Marketing strategy, brand definition, interactive solutions and sales integration programs for financial advisory, insurance, banking and investment management companies.

Scorpio Partnership
London, UK
+44 20 7811 0120
Scorpio Partnership is a leading consumer insight and strategy consultancy to the global wealth industry. The firm specialises in understanding and researching a cross section of wealthy clients from UHNW individuals to wealthy investors and the mass affluent. We benchmark their behaviour and opinions, focusing on the financial institutions, private banks, family offices and wealth management brands they interact with.

Weber Marketing Group
Seattle, WA and Vancouver, BC
(206) 340-6111

Starting a massive marketing campaign without a clear direction of where you’re going is a lot like driving in a strange city without a map. You may eventually get where you’re going, but the time and money wasted will make the destination seem hardly worth the effort.

At Weber Marketing Group, we’re students of the industry and can help you develop a thorough strategic plan before you start spending thousands of dollars and hundreds of hours. We can help you ensure than any campaign, promotion or marketing program achieves your desired goals.

Give us a call, visit us online or send us an email.

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