Raga and John from the Financial Services team white board

Banks & Credit Unions

Modernize Your Strategy
Navigate Change Successfully

With a unique blend of industry and technology experience in commercial banking, mergers and acquisitions, customer experience, and payments, we can help position your bank or credit union to succeed amid unprecedented change.

Banking Blog

The West Monroe Partners blog provides insights into what is happening in the Banking industry. Read more from our experts here.

In the face of extraordinary changes in competition, channel preferences, customer expectations, and regulatory environment, banks and credit unions must find new ways to increase revenue and differentiate themselves in a crowded market. 

Successful institutions have stayed ahead of a fast-moving marketplace by: shifting their operations from product-centric to customer-centric, delivering easy and personalized customer experiences; improving efficiencies and competitiveness by capitalizing on mergers and acquisitions; streamlining operations to improve speed to market; and establishing successful revenue growth strategies in areas such as non-interest income and payments. 

With experience that spans large global institutions to regional and local banks and credit unions, we can help you modernize your strategy.
Banking CXellence
Leveraging Sales Cloud and Service Cloud to provide faster deployments and the ability to be consistently remarkable in the eyes of customers
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?
Commercial Lending

Intense competition, rapid growth into new markets, and a shifting regulatory environment are putting pressure on institutions to increase commercial lending throughput and reduce the time to funding – at the same time they must enhance portfolio control and enhance their digital capabilities while continuing to provide the same relationship based customer experience that their customers demand. Do you have a winning formula?

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

Today’s consumers have high expectations of their banking institution. Meeting those expectations and delivering a differentiated customer experience that maximizes relationship value requires making a big leap from product-centric to customer-centric operations. Does your bank deliver a truly differentiated customer experience?

Mergers & Acquisitions
Realizing potential value from a merger or acquisition requires navigating a complex set of information and challenges—and then piecing that together into a comprehensive, achievable plan that minimizes risks and targets opportunities. Does your institution have the experience and expertise necessary to deliver a successful merger or acquisition?

As emerging digital channels and shifting consumer behaviors increase complexity across the payments landscape, companies must ensure they have the right payment products, partners, and technology in place.  Does your organization have the experience and the resources to achieve your payments goals? 

Join West Monroe's Gil Mermelstein as we discuss financial services investment and M&A trends
Date : November 16, 2017
Tailored Salesforce management for a complex, multi-instance environment
Date : August 29, 2017

Continuous system enhancements enable timely connections with investor.

West Monroe's Eric Marks to discuss regulated interchange, mobile wallets, trends, and more
Date : May 22, 2017

Co-Brand 2017 is an event dedicated to best practices for co-branding credit cards and for forging co-branded credit card relationships. 

Join West Monroe and other industry experts to discuss the latest trends, best practices, actionable strategies, and insights to increase co-brand card revenues.