Elevate Advisory Services

Consulting Services for Banks & Fintechs

Innovative Customer Focused Solutions 

Innovative Solutions for Uncertain Times

Banking is experiencing unprecedented change. A combination of an unexpected pandemic, continued regulation, the emergence of new technologies, not to mention new ways to transact and attract new customers mean institutions need to stay focused on innovation while also remaining a safe and strong organization for their customers.  

Success in today’s climate takes more than reacting to change. Successful companies need to look ahead to changes that are yet to come and anticipate the necessary steps required. Increasingly, this means being prepared to reimagine your entire business, or risk falling behind.

The Elevate Group has over three decades of experience in banking, compliance, technology, marketing, payments, investing, and a deep network of strong personal relationships with successful industry experts and innovators to call upon to assist your organization.

When it comes to business, there are no cookie cutter solutions that deliver real business results. That is why our passion is digging into the roots of your business.  

Whether you are a startup in need of a strategic advisor or a financial institution looking for that key hire to complete your team:  Whether you are trying to strengthen your brand and marketing presence or considering new technology solutions for future growth:
Whether you’re a fintech trying to navigate the regulatory landscape or a trade association trying to reimagine your member model: 
The Elevate Group can partner with you to strategize, develop and execute to achieve your business goals and maximize your ROI.

Elevate Your Brand

Does your bank need assistance with your marketing? Do you struggle to keep your bank’s social media engaged and relevant? Are you interested in starting a bank podcast for your customers? Elevate can be your virtual CMO and take your brand to the next level.

Elevate Your Strategies

The Elevate Group offers a unique customized strategic planning program which includes plan development, meeting facilitation, and introduces relevant industry experts into the planning process like no other program of its kind.

Elevate Your Events

The Elevate Group specializes in
one-of-a-kind virtual and in-person educational experiences for 10 to 1,000 attendees.  Services include planning, logistics, contract negotiation, speakers, virtual systems, and event facilitation.  Ask about the Elevate Event Chat Bot!

Elevate Your Association

With years of association management experience Elevate can assist your member focused organization with a variety of services including event management, bank introductions, partnership programs, speaker and hotel negotiations, and marketing. 

Elevate Your Bank

At the core of Elevate expertise and services are solutions for financial institutions including core, crm, & technology projects, compliance, management assessments, loan and deposit process optimization, and risk assessments. 

Elevate Your Team

Elevate maintains an extensive network of bankers and professionals ideal for any recruiting services your firm may require.  Whether it is executive, middle management, or line staff, Elevate can source experienced candidates as you build and strengthen your team.







Leverage the Elevate Bankers Partner Program

Let us help your bank so you can focus on your business 

Elevate maintains an elite group of bank-focused best-in-class industry providers that serve the banking industry and many times offer exclusive pricing for the Elevate community of banks.  Elevate partners are some of the best solutions in the market, are relationship-based, and community bank focused.  Let us help connect you with a provider that will support your institution now and in the future.

Services Include:

Bank Owned Life Insurance, Merchant Services, Optimizing Vendor Contract Negotiations, Revenue Enhancement, Stress Testing, Capital Planning, Mergers & Acquisition, 401k Programs, Balance Sheet Management, Investment Banking, Bond Accounting, Asset Liability Management, Executive Benefits, Fee Income Strategies, Webinars, Customizable Online Credit Training Programs, and Online Account Opening and Loan Application Automation.


Elevate For Bank Focused Solution Providers

If you are a company focused on serving the banking industry then Elevate can assist with a variety of value added offerings. Throughout 2019 and 2020 Elevate has collaborated with some of the best bank-focused companies in the industry.  These valuable collaborations included podcast production services, educational webinars and interviews, content creation, bank referrals, introductions, hosted events with bankers, website development, corporate videos and promotion of partner announcements and offerings.

For more information on partnership opportunities or references on prior collaborations contact us.