CustomStrat Advisory, LLC
Driving growth in mid-sized banks and insurance companies through customer-centered strategy and transformation.
Areas of Expertise
- Business Strategy
- Strategy Execution
- Merger Integration
- Business Transformation
- Performance Improvement
Clients Served
- Community Banks
- Regional Banks
- Insurance Companies
- Wealth Management Firms
Services Offered
- CEO and Executive Advisory
- Workshop Sessions
- Dedicated Client Service Teams
- Speaking Engagements
How we engage
- Monthly Retainer
- Fractional Chief Strategy or Transformation Officer
- Event-Focused
- By the project, part-time, or full-time teams
Successfully serving financial services companies for 5+ years