We help leaders find opportunities and creatively solve issues using their strategic lens, supported by financial modeling. We are here for you – even early in the morning, late at night, or on the weekend. Call 800.238.7475 or email to learn more.
The questions and decisions facing financial institutions are becoming increasingly complex and difficult, requiring more from leaders. Being a leader is moving beyond having leadership skills to the next level of inhabiting the actions and qualities of leadership.
Explore powerful, customized solutions for Process Improvement, from dynamic educational workshops, providing actionable steps for immediate impact, to year-long collaborations that foster a culture of continuous Process Improvement. Talk to us about your institution specific needs today.
Our goal as strategic collaborators is to help financial institution decision-makers uncover opportunities and continuously optimize their business models. Our clients appreciate our depth and range of experience in linking strategy, talent, desired financial performance, and successful execution.
THOUGHT LEADERSHIP
February 19, 2025
Don’t Wait for Rates to Drop: How to Strategically Prepare for Mortgage Growth
3 minute read – It might seem like an odd time to think about a mortgage loan boom. Mortgage originations through Q3 2024 are pacing similarly to 2023, one of the lowest years in two decades. Mortgage rates remain high, closer to 7% than 6%, with forecasts for 2025 suggesting rates will stay above 6%. […]
FEATURED EVENT
Mar 19, 2025 to Mar 20, 2025
Using ALM to Enhance Decision-Making
This course is designed for those who have responsibilities for making strategic recommendations and/or decisions, yet don’t live in the details of ALM.
