Strategic Planning & Advisory Service

Consulting advice and analysis for strategic alternatives:

  • Leverage/de-leverage
  • Earnings forecast
  • Budget test
  • Valuation of assets and liabilities for acquisition and sale
  • Funding options
  • Investment advice and recommendation

Non-maturity (core) deposit analytics

  • Measure deposit interest rate sensitivity to changes in market interest rates
  • Provide market based analytics to predict shifts in balances as market interest rates change
  • Measure core deposit decay rates