Strategic Planning

Please note: This section is exclusively limited to companies that provide high level, comprehensive strategic planning services for financial institutions.


Birmingham, AL

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.

Canidae Consulting
Orlando, FL
Canidae Consulting helps Credit Unions prepare and plan for substantial growth, specifically within SEGs and Millennials, by integrating a foundation of member intelligence into strategic plan development.

Capital Performance Group
Washington, DC
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
Strategic growth planning and mergers for credit unions.

Oakland, CA
[email protected]
CI&T is a digital strategy, design, and engineering partner to regional and international banks, having successfully executed end-to-end solutions for real-time payments, open banking and bank-as-a-service, digital customer experience, consumer lending, cloud enablement, data, and analytics. Forrester recognized CI&T as a Leader in Modern Application Development for 2022.

Cornerstone Advisors
Scottsdale, AZ
Managerial consulting firm performing technology strategies, benchmarking and strategic planning for retail financial institutions.

CS Consulting Group
Lake Arrowhead, CA
CS Consulting Group helps financial institutions prepare for their future, in understanding the future forces they will encounter, in aligning with top performing institutions, & in becoming faster & easier with their customer experience & internal ops.

CU Evolution
Cross Roads, TX
CU Evolution is a CUSO and exists to help your credit union evolve. A strategic plan is the foundation of a growing credit union. They use it to set attainable goals for the growth of your credit union and staff.

EXL Analytics
New York, NY
Our mission is to build a platform of diversified products and services that drives sustainable long-term growth while delivering extrinsic and intrinsic value for our clients.

Basking Ridge, NJ
FINspiration is a strategic advisory and Marketing firm with one goal in mind–grow your business. We align data insights, strategy and pragmatic execution using Marketing and Product to drive change.

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

The Kafafian Group
Parsippany, NJ

Know Your Customer
Hong Kong
Know Your Customer is an award-winning regulatory technology (RegTech) company specialising in corporate onboarding solutions for financial institutions and regulated corporations worldwide.

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

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?

St. Louis, MO
Perficient is a leading global digital consultancy. We imagine, create, engineer, and run digital transformation solutions that help our financial services clients exceed customers’ expectations, outpace competition, and grow their business.

Quantum Governance
Vienna, VA
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
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.

Seattle, Boston & Atlanta

Strum guides leading financial institutions into merging member and customer predictive-behavioral analytics together with big data and making better informed market decisions, plotting journey maps and driving organizational strategies that increase growth and financial performance.

Sustained market share growth requires expert data analytics, market insights and business intelligence strategies to uncover defensible market segments and build game-changing competitive strategy. They help their clients align cross-functional teams with road mapping processes, market intelligence and agile workshops that build enterprise-wide transformation that drives market leading results.

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


Add Your Company to the Directory

Want your company listed in this vendor directory? Complete this form and hit Submit. If you are already listed and would like to modify your entry, please send us an email. Only companies who derive at least 50% of their business directly from banks and/or credit unions will be listed.

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