The Institute

A place and a way of thinking for executives ready to thrive in this evolving environment.

The Institute is the catalyst you need to move forward in this complex banking environment and make the most of your investments. Your strategies will be built on consumer insights, be designed with guidance from thought leaders, and be shaped by collaboration and networking. 

Who is The Institute designed to help?

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

• Are you facing the implementation of a large strategic initiative?
• Are you concerned that your entire organization is not in alignment or on-board?
• Do you worry about not having enough focus or time to strategically shape the initiative?
• Is your team struggling to make changes in your organization and in need of outside experts to push them to be more creative and innovative?

If the goal of your initiative is to change the way you do business, The Institute can help ensure that it does.

With the support of The Institute, you will get your strategic work done faster, with less noise, more efficiently and with more success. No kidding.

Components of The Institute Journey

The Institute is a four-part program designed for senior-level financial industry executives who desire exclusive access to insights and innovative strategies that result in a competitive advantage. 

1.01 :: PARADIGMS – Rethink What You Do

During this first in-person group session, you will be introduced to the Collaborative’s key findings, which are the basis of the THRIVE^® Model. 

1.02  :: ASSESS – Evaluate Your Organization

Our second meeting is all about your organization. Consultants from Deluxe and Stone Mantel will spend time in your organization interviewing key people, maybe even some of your customers, all designed to assess your needs within the context of the THRIVE^® Model.

1.03  :: PATHWAYS – Design The Future

The third meeting will bring us back together as a group. We will spend time focusing on the learnings from 1.01 and 1.02 and explore how those learnings will play a significant role as you begin designing your organization’s strategy in detail.

1.04  :: REVIEW – Gather Feedback, Gather Details

Our final meeting on the Journey will be a gathering of the group. We will cover the status of your plan; additional steps or support needs and how you will implement.

Become a Member of The Institute

You’ll take part in a four-part Journey designed to:

• Apply proprietary Deluxe consumer insight to strengthen your approach to the market
• Ensure that your strategic initiative is aligned with your brand and value proposition
• Assess your organization's readiness to go to market in a new way

Don’t wait.  Become a member of The Institute today.

To learn more about becoming a member, contact:

Martie Woods: Martie.Woods@deluxe.com or (651) 787-1492

Heather Vaughan: Heather.Vaughan@deluxe.com or (651) 787-2777