For the Banking Industry
With 25+ years across the banking industry, we’ve helped credit unions, community banks, and fintechs grow through customer acquisition, product analytics, price optimization, and cross-sell strategies.
Sample Work Products
From forecasting and revenue analytics to segmentation and strategy, these visualizations highlight the primary results in order to bring the findings to life.
Other Services
our happy clients, on working with danny
“One of the especially valuable abilities Danny possesses is he can engage with stakeholders and keep them coming back for additional meetings, and at the same time keeping the meetings meaningful and productive. His time with our group was valuable and productive. I look forward to working with him at any time in the future.”
“Thanks for bringing him on. I wish he were a permanent part of the group.”
“Danny has done a great job and I appreciate what he has done for us.”
“Focused, structured, purpose-driven. Tenacious, thorough – willing and able to explore all avenues and opportunities to get something done.”
“Danny is very structured and thinks in a very structured manner. He is very collaborative and diligent; he doesn’t have a problem in reaching out to people and follows up with them. Danny has a very good self-starter mentality and pushes to get what he needs. He also has a very positive attitude.”
“Danny has demonstrated that he is a strong business partner to his clients. He has developed an advisory relationship whereby his feedback and recommendations are absorbed by his clients and used for more well informed strategic decision-making.”
“Danny has been absolutely fantastic with communication, work quality, and turn around time. It was a pleasure working with Danny, and I’m going to miss having such an excellent source to go to.”
“Highly collaborative and inclusive. Really was able to become part of the team despite a very insecure environment.”
“Danny’s work product is excellent. He is a seasoned professional, and his accounting and finance background made him a strong candidate for this project.”
“Danny engages the correct people at the correct time and is always hyper-prepared. Top notch.”
“His business sense and decision-making ability is highly valued by our team members. I personally shall miss his kindness, empathy, concern for others and especially his humor. Danny is truly a pleasure to team with.”
On Banking …
“Through close collaboration and solid execution, we help credit unions, community banks, and fintechs grow through customer acquisition, product analytics, price optimization, and cross-sell strategies.”
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