Consulting Company for Banks & Credit Unions’ Financial Advice Platforms

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Compass Consulting; a Firm that Utilizes Decades of Industry Experience in Financial Institution Consulting, to Provide Line of Business Clarity & Collaboration, Increase Non-Interest Income, and Improve Overall Profitability


Providing Unbiased Advocacy

Leveling the Playing Field so Your Bank or Credit Union Can Excel in Wealth Management and Financial Planning

– Increase Profitability While Reducing Risk
– Increase Client / Member Retention & Satisfaction
– Increase Overall Client / Member Experience
– Increase Employee Retention and Satisfaction
– Increase Performance & Collaboration Across Lines of Business

Compass Consulting’s team of experts will deliver strategies, assist in implementing solutions and ensure exceptional results.

Is Compass Consulting For You?

Advantages that Banks or Credit Unions Possess…

As a Regional Bank or Credit Union, you have competitive advantages over the “Too-Big-To-Fail” Banks and Wall Street Firms. Execution of those advantages is where Compass Consulting comes in.

The Wealth Management landscape has changed… the major wirehouses that once dominated the industry have not seen a net gain in head-count since the financial crisis of 2008-2009, while Regional Banks and Credit Unions have seen significant growth. More than ever, Advisors and Consumers are looking for unique solutions that provide a better way to manage their financial interests.

We have the expertise to help you not just compete but dominate in your local markets against big national banks and firms in the wealth management and planning space.