High Tide Partners helps banks with deposit and fee income optimization, marketing strategy, business process optimization, sales performance, platform implementations, M&A integration and other major initiatives.
Strategic Planning
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Provide strategic planning framework
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Gather relevant internal and external intelligence
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Conduct strategic planning sessions
Treasury & Liquidity
Growth & Optimization
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Identify deposit growth opportunities
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Develop fee income pricing strategies
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Establish balance sheet optimization and rate management plan
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Create product, platform and talent roadmaps
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Deliver employee and board education specific to cost-effective funding
Marketing Strategy & Delivery
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Create enterprise-level marketing plans and brand positioning
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Create go-to-market plans related to niche opportunities identified in strategic and T&L planning
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Develop vertical, LOB and enterprise-level value propositions
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Advise on websites and other digital marketing tools to support strategy
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Plan and execute multi-channel internal and external messaging campaigns (sales messaging, executive communications, digital distribution, events)
Sales Performance
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Develop optimal organizational structure and role clarity
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Assess and strengthen sales culture
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Introduce sales processes, tools and performance metrics
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Align sales and marketing
Business Process
Optimization
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Create a treasury onboarding experience that delivers a best-in-class experience and enables client selectivity
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Generate efficiencies in loan operations, deposit operations and other back office areas using process design, automation and risk-based analysis
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Engineer loan origination processes with a focus on client experience as well as internal efficiencies across front line, credit and back office
Major Initiatives
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Set up and run M&A integration office
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Assist with core platform migrations, online banking and other product implementations