Strategy Planning

Banks, Credit Unions & Fintech engage in strategic planning, but many executives and boards realize the previous planning did not deliver the results they were expecting. Strategy defines what and why. Banks, Credit Unions and Fintech struggle to fully understand markets, segments, customer expectations, unique differentiation,  and the needs to integrate the strategic planning process. Many banks, credit unions and fintech companies  fall short of achieving full alignment between strategy, objectives, and organizational capabilities. To remain competitive banks, credit unions and fintech organizations need an actionable strategy. At CCG Catalyst we work with our clients  to build or improve an existing plan.

Our strategy methodology will determine what starts the process, explore the steps and activities that comprise strategy development, assess the engagement of leaders, review process outputs, identify linkages to execution and determine the ultimate impact of the course of action. We compare these findings with market research, our research and industry knowledge to highlight where critical gaps exist in your planning cycle. We then deliver a roadmap that shows where and how the existing planning process will  be strengthened and advice you on all essential changes.