Experienced banking advisors that are always within reach.
SolomonEdwards’ Advisory Program gives you a named team of banking experts on retainer at a predictable cost. You get real strategic support all delivered by senior talent—not a junior analyst and a PowerPoint deck—to enhance critical workstreams, such as:
Rather than committing resources to build and maintain specialized departments, this flexible model allows your organization to stay agile while benefiting from experienced guidance across a broad range of disciplines to bridge the gap between answers and tangible outcomes.
Define priorities to build a roadmap for growth
Enterprise-wide risk assessments designed to identify vulnerabilities across compliance, operations, technology, payments, crypto, lending and AI.
Comprehensive reviews of policies and procedures to strengthen governance, establish best practices and align with evolving regulatory and business requirements.
Frameworks that establish clear accountability, oversight and decision-making to support effective risk management and organizational performance.
Evaluate risks and opportunities
Forward-looking education on a topic of your choice that prepares boards and leadership teams for evolving risks, regulations and industry transformation.
Corporate strategy design including vision, mission and values definition through facilitated sessions with Bank Board and Leadership
Organize your thoughts with high-level strategic planning and multi-year roadmaps that prioritize initiatives, align investments and guide long-term organizational transformation.
Track progress and achieve measurable results
Target operating models designed to align banking operations with strategic goals, enhancing efficiency and scalability.
By leveraging your data, our team builds executive dashboards that enable monitoring of KPIs and KRIs to provide data driven insights for leadership to monitor strategic progress
Experienced executive leadership providing strategic oversight, regulatory guidance and hands-on support for complex financial crimes programs.
Define priorities to build a roadmap for growth
Enterprise-wide financial crimes risk assessments that identify vulnerabilities across AML, sanctions, fraud, customer risk, crypto and regulatory compliance.
Comprehensive reviews of AML, sanctions and fraud policies to strengthen governance, align with regulatory expectations and improve program effectiveness.
Governance frameworks that establish oversight, accountability and escalation protocols for effective financial crimes risk management and regulatory readiness.
Evaluate risks and opportunities
Executive education on financial crimes risks, regulatory developments and governance responsibilities to strengthen oversight and informed decision-making.
Strategic planning that aligns financial crimes priorities with regulatory expectations, business objectives and long-term compliance program maturity.
Multi-year financial crimes roadmaps that prioritize remediation, technology investments and program enhancements aligned to evolving regulatory expectations.
Track progress and achieve measurable results
Target operating models designed to align banking operations with strategic goals, enhancing efficiency and scalability.
By leveraging your data, our team builds executive dashboards that enable monitoring of KPIs and KRIs to provide data driven insights for leadership to monitor strategic progress
Experienced financial crimes executives providing strategic oversight, regulatory guidance and leadership for complex compliance, remediation and transformation initiatives.
Define priorities to build a roadmap for growth
Enterprise-wide regulatory risk assessments that identify control gaps, evaluate supervisory readiness and strengthen safe and sound risk management.
Comprehensive reviews of policies and procedures to align with regulatory expectations, strengthen governance and improve examination readiness.
Frameworks that establish clear accountability, oversight and decision-making to support effective risk management and organizational performance.
Evaluate risks and opportunities
Executive education on regulatory developments, examination priorities and governance practices that strengthen leadership oversight.
Turn regulatory tides into opportunities for growth and efficiency. Anticipate examiner priorities so leadership stays ahead of emerging supervisory risk
Pre-Exam Preparation & Coaching
Coaching from former OCC examiners that builds exam-day confidence
Exam Execution Support
Insights that help you head off potential issues before they rise to that level.
Track progress and achieve measurable results
Target operating models designed to align banking operations with strategic goals, enhancing efficiency and scalability.
By leveraging your data, our team builds executive dashboards that enable monitoring of KPIs and KRIs to provide data driven insights for leadership to monitor strategic progress
Experienced regulatory executives providing strategic oversight, examiner engagement and leadership for complex remediation and transformation initiatives.
Our teams are led by experienced, credentialed senior-level executives who bridge your C-suite gaps and provide stability and continuity when it matters most. These are just a few of our industry leaders who possess deep, specialized expertise within a wide variety of functional areas:
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Managing Partner,
Banking & Financial Services
Banking & Financial Services
Partner,
Financial Crimes
Partner,
Technology Enablement
Senior Vice President,
Banking & Financial Services
Banking & Financial Services
Senior Vice President,
Banking & Financial Services
Banking & Financial Services
Principal – Regulatory Risk Management
Banking & Financial Services
Principal – Regulatory Risk Management
Banking & Financial Services
Partner, Financial Crimes
Principal,
Banking & Financial Services
Partner,
Tax Services
Senior Vice President,
Financial Crimes
Director,
Financial Crimes
Full Library
1 Custom Report
per Year
2 Custom Reports
per Year
/per year
/per year
/per year
Full Library
1 Custom Report
per Year
2 Custom Reports
per Year
Time & Materials
Full Library
1 Custom Report
per Year
2 Custom Reports
per Year
Direct access to seasoned banking operators, regulators and advisors who understand the challenges facing community and regional institutions.
Ongoing advisory access at a fixed cost, eliminating project-based fees, surprise invoices and lengthy contracting cycles.
Practical guidance informed by experience serving executives, boards and regulators across the banking industry.
Strategic advisory designed for institutions under $10B in assets that need credible expertise without Big 4 overhead.
We’ve been there, solved that. See how our experienced advisors have helped organizations navigate change, mitigate risk and drive strategic progress.
Connect with our team to discuss your challenges, priorities and opportunities for long-term success.
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