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Helping banks achieve exceptional levels of performance long-term.

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Our programs, services, and 5-step iterative process will lead your bank to higher growth and a better bottom line.

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Set your course

Too often, the annual meeting is the only time banks look at their mission, vision, and core values. What if they played in active role in business every day, and helped improve the bottom line? Strategically defining these core pieces can help you discover your unique strengths, and start using them to compete.
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Set your course

Too often, the annual meeting is the only time banks look at their mission, vision, and core values. What if they played in active role in business every day, and helped improve the bottom line? Strategically defining these core pieces can help you discover your unique strengths, and start using them to compete.

"There are a lot of Asset/Liability Management systems out there…what your looking for is good value. We found Plansmith to be in that sweet spot where feature/functionality and the monthly cost were reasonable but gave us the information we truly needed."

Greg Ohlendorf President & CEO, First Community Bank and Trust

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Latest Posts

5.17.18

Why Regulators Care About Surge Deposits (And You Should, Too!)

So why do we keep hearing about “surge” deposits and how important it is to know if you’re holding any? Well, it might be because in the past 10 years, CD balances in FDIC insured institutions have fallen by $880 Billion; yes, that’s Billion with a capital “B.” And while that may be the bad news, the good news is that over the same time period, non-maturity deposits (DDAs, NOWs, Savings, and MMDAs) have grown by $5.9 Trillion (with a capital “T”).

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4.25.18

Bipartisan Banking: It's About Time

I have been in the banking industry since 1979, and on March 22, 2018 I received a copy of something that I never thought I would see that made me say out loud, “It’s about time!”

It was a letter to Members of the Illinois Congressional Delegation. The content of that letter was to express strong support for bill S. 2155, the Economic Growth, Regulatory Relief and Consumer Protection Act. What surprised me was that it was signed by the presidents and CEOs of 4 financial trade associations, comprised of both banks and credit unions.

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4.18.18

Bankers: Are You Considering a New Branch Location?

So, you decided to open a new branch? This comes after you’ve spent hundreds of thousands of dollars on new electronic delivery technologies. It also comes after we just hit a record for financial institution branch closures. And let’s also add the fact that lobby traffic has reduced by 10 times the rate of those branch closures. Given these facts, how can you know if you’re making the right decision?  

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