Advisory Services

Our expertise will help you to dramatically increase accounts, customers, balances and revenue.

Areas of Specialty

SEGMENTATION

Our segmentation tool informs marketing activities and fuels higher performance across your business.

FLOW OF FUNDS

Monitor the flow of funds into, out of and within a customer relationship. Quickly measure results of your activities.

CUSTOMER PERSONAS

We can help you improve your organization’s focus on customers by developing compelling personas.

SALES ACCELERATION

Our approach unleashes the talent within your staff members. Appointments, referrals and sales will skyrocket.

STRATEGIC EXPANSION

We’ll identify market and segment expansion opportunities and guide you to effectively capture both.

FORECASTING

Leverage powerful product and channel drivers to generate hyper-accurate product and revenue forecasts.

Advisors

Alpine Jennings

Alpine Jennings

Principal

Alpine Jennings has led organizations to #1 U.S. rankings for account sales, deposit growth, loan growth, customer focus, and product development.

Bob Dorn

Bob Dorn

Principal

Bob Dorn creates insight from customer data to advise firms on propensity to buy, funds flow, customer value, intelligent pricing and distribution optimization.

Significant Projects

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