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CustomStrat.com
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About Us
Case Studies
Strategy Development
Strategy Execution & Transformation
Operational Improvements-Cost and Customer Experience
Articles
Secrets to Survival in Community Banking
Linking Customer Experience to Strategy and Value
Strategic Planning Best Practices for Board Directors
Integrated Planning Amidst the Headwinds
The Softer Side of Transformation
A Strategic Planning Tune-Up for Uncertain Times
P&C Carriers - Preparing for the Stormy Seas
Contingency Planning for the Next Worst-Case Scenario: Insurance Edition
Banking on a Better Position After the Crisis
Contact
CustomStrat.com
Home
About Us
Case Studies
Strategy Development
Strategy Execution & Transformation
Operational Improvements-Cost and Customer Experience
Articles
Secrets to Survival in Community Banking
Linking Customer Experience to Strategy and Value
Strategic Planning Best Practices for Board Directors
Integrated Planning Amidst the Headwinds
The Softer Side of Transformation
A Strategic Planning Tune-Up for Uncertain Times
P&C Carriers - Preparing for the Stormy Seas
Contingency Planning for the Next Worst-Case Scenario: Insurance Edition
Banking on a Better Position After the Crisis
Contact
More
Home
About Us
Case Studies
Strategy Development
Strategy Execution & Transformation
Operational Improvements-Cost and Customer Experience
Articles
Secrets to Survival in Community Banking
Linking Customer Experience to Strategy and Value
Strategic Planning Best Practices for Board Directors
Integrated Planning Amidst the Headwinds
The Softer Side of Transformation
A Strategic Planning Tune-Up for Uncertain Times
P&C Carriers - Preparing for the Stormy Seas
Contingency Planning for the Next Worst-Case Scenario: Insurance Edition
Banking on a Better Position After the Crisis
Contact
Custom Strat Advisory, LLC
Helping financial services companies grow and adapt, anchored in a customer perspective
Services Offered
Business Strategy
Strategy Execution
Growth Strategy
Customer Experience Optimization
Business Transformation
Performance Improvement
Clients Served
Banks
Brokerage Firms
Fintechs
Insurance Companies
Private Equity Portfolio Companies
Professional Service Firms
Wealth Management Firms
Approach to Working
Customer-based orientation
Rigorous analysis & data
Collaboration with clients
Hypothesis-driven
Unbiased evaluation of competitive context
Successfully serving financial services companies for 5+ years
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