Often, clients are internally focused and too busy solving pressing, short-term issues. Their team may lack capacity or specific skills. Or, leaders may not be able to reach consensus about a change. They can benefit from an outside perspective that helps them think broadly or differently about strategic choices and supports their team through implementation. This woman-owned business leverages the founder's extensive experience in senior leader roles in financial services (retail, commercial, risk, operations and wealth management) and non-profit organizations (fundraising, governance, board selection and recruitment). The company helps clients design and implement strategies to improve risk management, sales, sales enablement, client/donor cultivation, governance and more. The founder's drive to win sees it through (just like in her ski racing!).
To provide valuable insights and planning to financial institutions and nonprofit organizations, leading them to increase revenues, manage risk and positively impact their local communities. Thriving communities are essential to the wellbeing of our clients.
MK Insights2Action, LLC utilizes a thoughtful approach to assess an organization's strategies and outcomes. Collaboration with the client's team and insights into industry best practices contribute to effective recommendations and implementation plans. Energy is focused on what is most impactful for the organization now, with an eye to the future. Select accomplishments: 20 plus percent improvement in lending process cycle time, staff productivity, and unit costs while maintaining satisfactory risk audits; doubled digital content views; developed new director onboarding and mentoring program, achieving 100% giving; cultivated new and existing donors; developed business case for new program, resulting in more clients assisted, etc.
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Welcome! Check out my latest article published by Barlow Research Associates, Inc. on how banks can help Middle Market RMs convert new deposits to full relationships.