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.