You and your bank face challenges every day that prevent you from growing. The list of challenges can be overwhelming and change daily:
Personal Challenges:
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Poor communication
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Ineffective goal setting
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Lack of clarity & vision
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Limited productivity & execution
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Insufficient training
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Not making data driven decisions
Bank Challenges:
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MRAs
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Insufficient capital
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Lack of funding & liquidity
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Inefficient
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Poor loan quality
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Bad exams
Our passion is helping banks grow AND deal with regulators.
We are “reformed” examiners and former bankers. We know the challenges you face because we have sat on both sides of the desk.
We can’t keep exams from coming, but we can make them a whole lot easier!
Imagine never having another stressful bank exam. Our proprietary exam management system delivers:
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Less Stress
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Fewer MRAs
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Tasks assigned to your executive team
We have developed a collection of resources to help you solve your most common challenges – growth related, exam related, or both.
Simply log in, get direction, and stay on course.
Log In to Our App
Get Direction
Stay on Course
Our proprietary exam management system includes:
Strategic Planning
Stay focused on the important tasks & projects that move the needle for your bank. Better visibility leads to better execution.
CAMELS Calendar
Schedule tasks for your safety and soundness exam. Don’t be caught off guard because you forgot a regulatory requirement.
Audit & Exam Exception Tracking
Correct your MRAs and eliminate repeat findings. Your regulators will love you for it!
Scorecard
Track your bank against a custom peer group with up to 10 other banks. We play to win, and we can’t win if we don’t keep score.
Director's Training
Educated directors make better banks. Our training modules are simple, short, and straight-forward. Check out our expanding list of director’s training modules.
Capital Planning Model
Perform capital planning easily under normal and stress scenarios. Forecast growth for bank’s balance sheet and income statement out to five years.
PLUS free ready-to-use tools including:
Strategy & Planning Guides
Policy Templates
Spreadsheets & Calculators
Problems happen – in life & business (yes even banking).
Sometimes having the right tool helps you solve that problem a little easier, quicker, and cheaper. That is why we have structured Banker’s Compass to include:
Flat fee pricing
Based on your bank’s asset size gets you get access to everything we offer.
Unlimited Users
Same price! Sign up your whole team and board of directors.
Intuitive Design
Made by bankers FOR bankers