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Retail and Business Banking Workshops

Today, more than ever, banks must focus on growing their Retail and Business Banking franchises. Ric Carey, just retired from Umpqua Bank (a bank known as a retail innovator) and Charles Wendel of FIC are now offering targeted Workshops aimed at providing bankers with practical approaches for growing these areas.

During his career, Ric, until recently Executive Vice President of Store Experience and Sales at Umpqua Bank, established a world-class reputation in the retail and business banking spaces. He now brings his expertise to FIC and its clients.

Read more for Growth in Retail Banking Workshop
Read more for Growth in Business Banking Workshop

Ric Carey is currently available to lead these Workshops only in selected locations.

Small and Midsize Business

Click here to read 'Restarting Small Business'

Financial Institutions Consulting provides clients with fact-based recommendations resulting from our extraordinary expertise in the SMB (Small and Midsize Business) space.

Having completed over 100 engagements covering 20 countries, FIC's experience incorporates virtually all aspects of SMB banking, including profitability analysis, product development, customer segmentation, distribution, and organizational issues.
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Wealth Management

Wealth Management and Private Banking represent major growth opportunities for the financial services industry.

Financial Institutions Consulting assists senior management in developing business strategies and executing on tactical plans to generate significant revenue and profit growth for these areas, both as stand-alone businesses and in conjunction with business and commercial banking activities.
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Mergers and Acquisitions

Click here to read 'The Coming M and A Explosion' by Charles Wendel

Mergers and Acquisitions requires buyers to evaluate loan portfolios, deposit quality, business strategies, management capabilities, and competitive strengths. FIC works with acquirers to assess each of these areas with targeted expertise.

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Shared Loss

Click here to read 'Once the Deal Closes: Managing FDIC Shared-Loss Transactions' by Charles Wendel
FIC works with banks to optimize their returns on these transactions with emphasis on:
  • Initial due diligence of loan portfolios of target banks
  • Identification and analysis of loans for claims submission
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Equipment Finance
and Leasing

Click here to read a summary of ELFA's State of the industry report.
Financial Institutions Consulting has extensive, practical experience in most areas within commercial financial. Additionally, in the small business and middle market commercial finance arenas, we possess more practical knowledge and depth of experience than any other consultant.
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