Banks & Credit Unions

Modernize Your Strategy
Navigate Change Successfully

With broad experience in business and IT transformation, mergers and acquisitions, data analytics and business intelligence solutions, and customer experience, we can help you respond to unprecedented change.

Decrease Customer Effort to Grow Revenue
We have found that rather than simply trying to “wow” customers, banks and credit unions can gain more by making customer interactions as “effortless” as possible across channels.

As banks and credit unions navigate extraordinary change, each faces a fundamental question: Am I behind the market? And if so, how can I build a stronger, more modern organization that capitalizes on change and successfully competes with a broader array of competitors?

As customer expectations grow exponentially, pervasive mobility becomes the new normal and the regulatory environment continues to shift, institutions of all sizes must examine their customer, product and operations strategies and implementation.

With broad experience across a spectrum of institutions and markets—from the largest global banks to local community and regional institutions—we understand your needs and challenges. We can help you modernize your customer strategy, refine your products and transform the effectiveness and efficiency of your operating model.

Managing the Complexities of M&A
FOCUS AREAS
Business & IT Transformation
New bank channels, services, and capabilities are critical to growth and success—but reaping the benefits can require transformation at all levels of an organization. How does your bank need to evolve – strategically, operationally and technologically - to achieve future business goals?
Business Intelligence & Data Analytics
In a world without business intelligence, banks invest tremendous effort to compile and distribute data. What could your bank accomplish if it consistently could deliver the right information to the right people at the right time and in the right format?
Customer Experience
In highly regulated, commoditized industries like banking, the best way to differentiate is to provide a consistent, effortless customer experience. Does your bank have a truly differentiated customer experience? And is it translating that into better performance?
Mergers & Acquisitions
Financial institution mergers and acquisitions are complex and require adequate time, effort, and resources to produce the expected benefits. Does your organization have the experience and expertise necessary to deliver?
LATEST INSIGHTS
To accelerate a merger of equals, Umpqua Bank equips more than 8,000 staff with a new global portal to provide a new employee experience and enable consistent service.
Date : June 26, 2015

Umpqua Bank, a subsidiary of Umpqua Holdings Corporation, is an Oregon-based community bank recognized for its entrepreneurial approach, innovative use of technology, and distinctive banking solutions. It has locations across Idaho, Washington, Oregon, California, and Northern Nevada.

Service:
Location:
Seattle
Mazen Ghalayini and Ken Goebel, West Monroe Partners | Susan Rohr and Brad Kelley, Elements Financial Credit Union
Date : June 2, 2015 Time : 12:00 PM CST

How do you create a personalized, differentiated and effortless member experience in today’s market?

Date : May 11, 2015
Mid-market firms are driving an increase in dealmaking activity, causing the M&A market to return to the highs last seen before the 2007-08 financial crisis, according to our new study, "Harnessing Potential: mid-market integration and managing change." This return to the pre-crisis highs of dealmaking, particularly in North America, is a reflection of a strengthening economy and confidence in mid-market companies to pursue growth.