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Banks & Credit Unions

Modernize Your Strategy
Navigate Change Successfully

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.
Daniel Brousseau
Our Team

Our experts have decades of experience working with banks and credit unions to navigate the complexities of M&A, customer experience, payments, data analytics and technology.

Gold bank locks
The economy has proven it can withstand the effects of reversing the Quantitative Easing (QE)
FOCUS AREAS
Banking CXellence
Leveraging Sales Cloud and Service Cloud to provide faster deployments and the ability to be consistently remarkable in the eyes of customers
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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?
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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?

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Organization Effectiveness and Compliance
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Retail Banking
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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?
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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?

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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?
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Payments

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? 

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LATEST INSIGHTS
FinXTech Annual Summit 2018: Creating a Better Bank
Join Director Neil Hartman and Senior Manager Mark Snyder at the FinXTech Annual Summit of 2018 as they analyze how banks can fuel growth and profitability through a digital robotic workforce.
By: Neil Hartman, Mark Snyder
Date: May 11, 2018 Time: 10:10 AM MST
How can a bank with the combined power of technology and robotic process automation differentiate itself? Join Director Neil Hartman and Senior Manager Mark Snyder at the FinXTech Annual Summit of 2018 as they analyze how banks can fuel growth and profitability through a digital robotic workforce.
Service: Operations Excellence
Industry: Banks & Credit Unions
Two West Monroe Partners Consultants Named Consulting® Magazine's 2018 "Rising Stars of the Profession"
Kevin Hulsebosch and Jordan Sternlieb recognized for excellence in financial services in Consulting® Magazine's fourth-annual list of up-and-coming leaders of the profession.
Date: April 20, 2018

CHICAGO – West Monroe Partners, a national business and technology consultancy, today announced that two consultants – Kevin Hulsebosch, a manager in Chicago, and Jordan Sternlieb, a director in Los Angeles – have been named 2018 Rising Stars of the Profession by Consulting® magazine, an annual recognition program that spotlights emerging industry leaders under the age of 35. Both Hulsebosch and Sternlieb are recognized for excellence in financial services.

Service: Customer Experience
Industry: Banks & Credit Unions
Premium
To Advance Technology, Start With Your Operating Model
In today’s banking sector, there are three factors driving mid-market institutions to question their traditional approach: customer preferences, non-banking entrants, and automation.
By: Brett Mastalli, Neil Hartman
Date: April 5, 2018

These factors are placing unprecedented pressure on mid-market commercial banks to implement flexible technology solutions—or face the possibility of being left behind. However, in today’s environment, focusing on technology alone is not enough. To truly be competitive, a bank needs to evolve its operating model to truly harness the power of technology.

Industry: Banks & Credit Unions
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