e-mail   This email address is being protected from spambots. You need JavaScript enabled to view it.

What We Do

We Help Make Your Branches and Distribution More Successful

We help clients find the most effective distribution to reach the right customers. This includes our unique BankPower® process for customer demand, channel use and branch location modeling to optimize distribution.

  • Finding the right mix between branches, call centers, ATMs and stand-alone loan production offices
  • Evaluating growth potential of existing branches
  • Improving capital allocation
  • Picking the right sites for new branches
  • Developing and implementing highly effective sales and marketing strategies that capture your market potential

readmore

We Help You Improve Organizational Productivity

We are experts at process improvement. We'll help you find the most efficient process to deliver your services -- the right process with the right number of people with the right skills at the right time to do the work needed. But we are always mindful that the goal of process improvement is not just cost improvement, but also improved customer satisfaction.

  • Process flow and productivity enhancement
  • Customer demand forecasting
  • Staff scheduling
  • Improving customer satisfaction

readmore

We Help You Offer the Right Products and the Right Price

Our work has included all aspects of consumer and business loan and deposit products.

  • Market and customer segmentation analysis for consumer and business products
  • Product development
  • Pricing and competitive analysis
  • Providing product managers who can work as an extension of your marketing department

readmore

We Help You Develop and Implement Successful Strategic Plans

We work with you to facilitate strategic planning sessions and develop strategic plans that meet internal and regulatory requirements.

  • Helping you develop creative solutions to strategic challenges
  • Facilitating strategic planning sessions with management and Board
  • Drafting plan documents and Board presentations
  • Providing on-going assessments of strengths, weaknesses and opportunities
  • Providing expert implementation resources to supplement your team

readmore

We Commit to Delivering Great Results

Great results don't just happen. We work with you to develop practical solutions to your business challenges and help you achieve sustainable results that move your business forward. We avoid the most common reasons programs fail, such as over-engineered solutions that are difficult to implement or poor linkage between strategy and daily activities. We implement a continuous Rapid Test program to insure our recommendations will deliver what they promise.

readmore

Subscribe

Subscribe to our free e-mail newsletter. Get the latest updates automatically from our RSS feed.

Follow us on...

twitter linkedin

From Retail Banking Strategies

Video Blog: Three Things to Consider When Closing Branches

Financial Institutions are re-configuring branch networks to meet changing customer demand, closing bank branches and investing in new channels.   Jon Voorhees, Peak Performance Consulting Group consultant and former Head...

10 Keys To Success With Bank-At-Work Programs

This article was was originally published in The Financial Brand on June 22, 2017   Bank-at-Work programs are both efficient and effective ways to generate new business. But, work site...

Podcast: The ever-changing face of bank branches

  If the podcast does not appear, please click on the word “Podcast” in the title of this article)    On this episode of the BAI Banking Strategies podcast, Lou...

10 Things to Consider When Opening a New Branch

While the total number of bank branches is declining, the industry is still opening 1,000 branches annually.  Here are 10 keys to accelerating success of your new branch.   This...

Turning FinTech into WinTech: How smaller financial institutions can succeed with digital

BY: DAVID KERSTEIN, Peak Performance Consulting Group, and DAN MERCURIO, Cambridge Savings Bank.  This article was originally published in BAI Banking Strategies.   Compelling digital offerings aren’t just a consumer...

Branches: keep, close, move, remodel or add capacity?

  Branches aren’t going away but most built for a different era.  Should you keep it, close it, move it, remodel it, or add capacity to capture market opportunity. And if...

In the News: Peak’s Jon Voorhees quoted in American Banker on Mapping Tools for Branch...

How GIS maps help banks chart course for branches, lending   See full article on American Banker (February 14, 2017)   BB&T’s CEO, Kelly King, wants to step up the pace of...

In the News: How a Robo-Advisor Could Take Your Bank the Next Level

For years, community banks have tried, with varying degrees of success, to boost fee income through wealth management. Now, thanks to the robo-advisory trend, smaller banks can compete more effectively,...