The Institute

The Reality

You are faced with the realization that in order to thrive, you must conduct business in a very different way.

• Regulations are affecting your ability to make money the way you used to.
• Increased workloads are constraining your ability to innovate.
• Customer perceptions are hampering new sources of income.

There is New Thinking

Five years of Collaborative research has taught us a thing or two about how to thrive in this new banking climate.

There are Big Answers

The Institute helps financial industry executives drive the right change and develop profitable strategies.

• Unlike other consulting resources, The Institute is driven by insight from ethnographic, segment-specific research conducted in partnership with financial institutions.
• You will receive strategic direction and tactical plans for implementation.
• The Institute will help you find and operationalize your own path to improved profitability.
• For consumers who question the extent to which you can play an important role in their lives, The Institute introduces you to the concept of delivering value through helping consumers accomplish the jobs they want to get done.

Executive Membership is a 12-month Journey...

The Institute unites a hand-selected group of forward-thinking executives to become engaged with The Institute and like-minded peers from around the country.

There is a Bridge to Profitability

…supported by the five pillars of The Institute

The Collaborative

The Institute depends on the insights to the most pressing and timely challenges facing the banking industry from the work undertaken by The Collaborative.

Center for Excellence

The Institute identifies consumer-based best practices standards, then creates standards of excellence from which your financial institution will derive value. The Institute provides you with insight and guidance to ensure effective implementation of standards. Programs are designed by subject matter (acquisition, regulation, profitability, etc.), and are delivered in both private and public forums.

Executive Immersion

C-Suite immersion is core to The Institute. You will be guided in decision-making, helped to solve your most pressing challenges, and connected to your target audiences. Using onsite immersions and off-site sessions, The Institute helps you make important decisions and learn the new paradigm.

Consumer Mindshift Campaign

Shifting the mindset of consumers to perceive banks and credit unions as providing value will require the use of media relations and advertising. To complement this industry-wide campaign, Institutional members of The Institute will be provided with a marketing toolkit that includes white-labeled radio spots, press releases, editorial letters, and other templates. The use of this toolkit helps members of The Institute ensure consumers associate their banks or credit unions with the positive messaging from this industry-wide campaign.

Go2Market Accelerator: From Idea to Solution

Based on a proprietary model, Go2Market is a process that will help your institution design and take new, viable products and services to market.

To learn more about The Institute, contact:
Martie Woods
651) 787-1492
Martie.Woods@deluxe.com