Header Image

Strategic Management Consulting Services

Our customized consulting services and projects include:

  • Enterprise strategy & transformation
  • Strategic planning, facilitation, visioning and innovation sessions
  • Customer experience & new product and service development: transforming banking
  • Value proposition & brand development
  • Strategic marketing plans
  • New product and service development
  • Channel and digital strategy, including through the lens of financial wellness
  • Small Business Strategy and Small Business financial health strategy and measurement

Eloise Duncan, CEO and Founder, is a Certified Management Consultant (C.M.C) and her team all experts in their fields.