Strategic Consulting for Financial Institutions

ProBank Austin is specialized in strategic consulting for financial institutions. Our experts are here to help you navigate this dynamic and changing world, step-by-step.

ProBank Austin knows that consumers change, markets shift, and financial institutions either adjust or lose momentum, which is what makes determining where, when, and how to take the next step so critical. It’s important to understand every option available and to recognize the right strategic path for your financial institution.

Our consultants are nationally recognized for their expertise and work with financial institutions to anticipate and respond to dynamic trends and challenges affecting their business. Our strategic consulting practice provides customized services related to strategic planning, expansion planning, capital stress testing, regulatory consulting, and preparing for examinations.

We have assisted in the development of strategic plans for all types of financial institutions. We begin with a review of the client’s situation, then develop goals and objectives, both financial and organizational. Action plans are then developed with specific timeframes in which to achieve the established goals. Our continued monitoring and follow-up assure the achievement of these objectives.


Our Strategic Consulting services include:

What Our Clients Say

Bruce Gerlach, President & CEO, Inter-Mountain Bancorp, Inc.

“We have worked with ProBank for almost 20-years, including acquisitions and other strategic planning, risk management, and technology initiatives. They bring levels of expertise that make them an invaluable partner.”

Bruce Gerlach
President & CEO, Inter-Mountain Bancorp, Inc.

Seminar Attendee, Pittsburgh, PA

“ProBank continues to be my first choice for outstanding training opportunities. The manual is a valuable resource tool and the one year calling privileges are important for further clarifications.”

Seminar Attendee

Christine G. Law, VP of Compliance/BSA Officer, Telhio Credit Union

“Good news, once again we had no consumer compliance or BSA issue with our last exam. Thanks so much for keeping us on track, answering questions, etc…You are greatly appreciated!”

Christine G. Law
VP of Compliance/BSA Officer, Telhio Credit Union

James Brown, President & CEO, Bank of Bennington

“ProBank Austin’s Technology Solutions Division is impressive in that they share valuable insights specific to community banking.”

James Brown
President & CEO, Bank of Bennington

Raj Mehra, CFO, Middleburg Bank

“LoanPricingPRO® gives our lenders the flexibility they need to price loans in the context of the entire customer relationship. We could not be happier.”

Raj Mehra
CFO, Middleburg Bank

Seminar attendee, 6/2017, Asheville, NC

“ProBank Austin provides the best education and training experience for our staff at a reasonable cost to the institution!”

Seminar attendee

Chad L. Hoffman, President & CEO, Richwood Bank

“ProBank Austin was a lifesaver in helping us identify and then contract with the right core system for our bank, which helped us save thousands of dollars in fees, as well as protect us in contractual agreements.”

Chad L. Hoffman
President & CEO, Richwood Bank

Let us put our five decades of experience to work for you.

Contact Us


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