Experience you can bank on
The financial services industry faces disruption on many fronts. Among the forces weighing heavy on the sector are the potential for more regulation, high interest rates, the emergence of non-traditional competitors, and the need to modernize technology platforms.
Our experienced team, made up of former bankers and regulatory experts, knows these challenges. We’ve long been a trusted partner for large financial institutions, credit unions, multinational companies and federal agencies who seek our guidance with complex operational and compliance initiatives across banking areas.
We apply our hands-on experience to help you fundamentally improve, strengthen and solve long-standing operational problems through technology enablement. As the industry evolves, we guide you in anticipating and preparing for what’s ahead so you can find opportunities amid change.
We work with traditional and not-for-profit financial institutions that specialize in consumer lending, commercial banking, fintech, mortgage origination and servicing, retail banking and wealth management. Our services include:
Proven leaders who bring structure, speed and accountability to your most critical initiatives from strategy through execution.
Community and mid-size banks under $10B face the same strategic pressures as the majors — regulatory change, margin compression, digital disruption — but rarely have the internal bandwidth or budget for Big 4 consulting retainers.
SolomonEdwards Advisory Subscriptions give you a named team of banking experts on retainer, at a predictable cost. You get real strategic support — benchmarking, market analysis, fractional C-Suite counsel, board training — not a junior analyst and a PowerPoint. No surprise invoices, no SOW negotiations, no per-project markups. Just the expertise you need, when you need it, from people who have actually sat in your chair.
Our industry experts are former bankers and other financial services specialists who understand the sector’s unique business and compliance challenges. Whether you need expertise to solve complex operational problems, an objective assessment to evaluate risk, or hands-on support to meet compliance requirements, we can work with you in a way that minimizes disruption and ramp-up time and imparts lasting knowledge.
We’ve been there, solved that. See how we’ve helped our clients improve their business operations and achieve sustainable outcomes.