We define the problem, design the solution and deliver the outcome.
Community and mid-size banks under $10B face the same strategic pressures as the majors—regulatory change, margin compression, digital disruption—but they 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 and board training, all delivered by senior talent—not a junior analyst and a PowerPoint deck.
Corporate strategy design including vision, mission and values definition through facilitated sessions with Bank Board and Leadership
We perform industry and market research including competitive benchmarking to inform goal and target setting
SolomonEdwards helps banks create strategic roadmaps and prioritize efforts, focusing on high-impact initiatives to drive strategic outcomes.
Target operating models designed to align banking operations with strategic goals, enhancing efficiency and scalability.
Strategy implementation planning execution including program and project management support, KPI and performance metric design and balanced scorecard and dashboard development
Structured tiers built for institutions under $10B in assets that need credible, ongoing strategic support at a predictable cost.
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 we’ve protected our clients from reputational damage, regulatory action and financial loss.
Our teams are led by experienced, credentialed senior-level professionals who have a deep understanding of financial, regulatory and operational requirements.
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