Bank Strategic Planning
Why is a Strategic Plan Important?
A Strategic Plan serves a dual purpose. Internally, it guides your Bank through its objectives. Externally, it communicates a realistic snapshot of your Bank's current financial health and a compelling vision of its future to regulatory agencies who safeguard our financial system.
Our Specialty
Many banks have the internal expertise necessary to perform a thoughtful Strategic Plan used to guide the organization from year to year. Bank Advisors can take the lead when the stakes are higher. . .
- Change-in-Control Applications for Non-Bank Acquirors
- Regulator mandated for Banks entering into an MOU or Regulatory Order
- Banks seeking Regulatory approval of Strategic/FinTech Partnerships
- At Bank Advisors, we seek to understand before we advise. We delve deeply into your Bank’s historical financials, assessing liquidity, credit quality, interest rate risk, and operational capacity. This comprehensive analysis enables us to provide effective guidance on your future goals and aspirations.
- We engage Bank leadership in detailed conversations about the Bank's historical performance, current strengths and weaknesses, and future goals.
- Our value-add stems from extensive experience working with banks as well as Federal and State regulatory agencies. We understand what Regulators require in a bank’s Strategic Plan, and we use this knowledge to your advantage. We take this knowledge and merge it with the insights gained in the first two steps to create an approvable Strategic Plan.
Next Steps...
Bank Advisors would appreciate the opportunity to answer any question. We'd be happy to start with a quick call or email.
