Partner Resources

Some Companies You Should Know.

Barlow Research, Inc.

www.barlowresearch.com
763-253-1832

For more than a quarter century, Barlow Research has been dedicated to providing market research and guidance to the financial services industry in areas such as small business and middle market banking. Barlow Research also shares dynamic insights to the ever changing business market through weekly small business and middle market newsletters. SM&H is proud to feature Barlow Research as a friend of our company. We are often featured on Barlow’s popular First Friday webcasts.

Benchmark Consulting

www.benchmarkinternational.com
404-442-4163

Benchmark Consulting is an international management consulting firm that improves the profitability of its financial services clients through the delivery of timely decision making information and change management services. If your bank is in need of process improvements and process performance management Benchmark’s Library of Knowledge is one of the industry’s best-of-breed enabling systems. John O’Connor, Practice Manager, has been a friend of SM&H since the founding of our firm.

Branch Managers Letter

www.branchmanagersletter.com
303-343-0206

Branch Manager’s Newsletter is a monthly publication targeting issues in operations, sales, customer experience and sales management for financial institutions. Editor Lana Chandler conducts interviews with industry leaders and turns them into easy-to-read, practical articles that help the reader take action.

HR Chally Group

www.chally.com
937.259.1200

The HR Chally Group was founded in 1973 through a grant from the United States Justice Department. The grant funded the creation of actuarial assessment techniques and a validation technology that accurately predicts on-the-job effectiveness. Clients invest in Chally solutions for improved candidate selection, employee and organization development, and to profitably increase sales performance. Chally sales growth solutions identify customer/market needs, competitor positioning, and sales force effectiveness. Chally serves more than 2,000 clients worldwide including many of the top financial services firms.

Financial Institutions Consulting, Inc.

www.ficinc.com
203-431-8330

Charles B. Wendel, President of FIC is a regular presenter around the world at prominent industry conferences. His firm focuses on issues of productivity and growth for a variety of financial services clients. The firm’s emphasis of work is on achieving practical, bottom-line results based on quantitative and qualitative research and an in-depth understanding of industry dynamics. The company’s free, bi-weekly newsletter, SME should be received in every senior level banker’s inbox.

MarketInsights

www.formarketinsights.com
773-348-7752

Market Insights is an information-based consulting firm specializing in the development of strategic solutions for the financial services industry. President, Joe Sullivan and his team provide an integrated suite of services designed to optimize existing networks and facilities, as well as to identify and prioritize opportunities for growth. Tools such as Market Assessments, Branch Optimization and Market and Site Selection tools have been successfully deployed by Market insights in over 1200 markets worldwide.

Raddon Financial Group

800.827.3500
www.raddon.com

For 25 years Raddon Financial Group has armed decision makers in banks large and community-based with objective data gained through innovative research techniques and unique database resources. The company also provides strategic guidance and tactical solutions to meet the challenges of the continually changing financial services industry. Some of Raddon’s solutions include Segmentation Modeling, MCIF Solutions and Custom Surveys. The company’s CEO Strategies Group continually provides actionable, practical best practices for its clients.

SCB Forums Ltd.

www.anatbird.com
(916) 797-2654

One of the industries most sought after presenters and consultants Anat Bird is founder and CEO of this firm that assembles and facilitates more than 40 peer groups for bankers each year that focus on mutual learning, networking and increasing shareholder value. Groups range from CEO, CFO, HR and Marketing to Product Management, Insurance and Wealth Management.

Solonis

www.solonis.com
480-588-9870

For more than 15 years Solonis has been helping clients realize their strategic business objectives by delivering innovative technology solutions and services. Proprietary event-driven sales processes, a patented collection of customer strategies, and unique software that quickly and seamlessly enables dynamic, results-oriented coaching strategies are just some of the innovative tools available for community banks from Solonis. Ron Buck, Chairman of Solonis is hands on and engaged with clients from start to finish.

Trusted Advisor Associates

www.trustedadvisor.com
973-898-1579

Charles Green and his team have authored or co-authored two books that have become not only best sellers but set the bar at a new high when it comes to building trust with clients. Those books are The Trusted Advisor and Trust-Based Selling. Trusted Advisor Assocites offers speeches, seminars and consulting. Mr. Green’s dynamic sales blog, Trust Matters features a daily check up focused on key issues in building trust-focused sales conversations.