Financial Institutions:  Profiting
From Possibilities

RedKnot gives community banks and credit unions that may be faced with limited resources or under developed platforms, access to know-how on technology, products and training once thought only available to big banks. RedKnot knows that success in this world is not about size but about the big picture and our comprehensive approach addresses all the challenges of this rapidly changing financial landscape. These include innovating product lines, increasing profits, enhancing your talent base, guarding against fraud and dealing with the rapid growth that comes with this increased performance.


Strategy --

Soup to nuts - the plan of execution must be as well defined as the strategy: achievable, relevant to the goals the company most values and aligned at all levels within the company equally from the budget to sales to daily operations. Corporate performance drives decision-making, and is only achieved when you see strategic planning as just the beginning. We offer a comprehensive, common sense approach through:

  • Strategy Development and Implementation
  • Product Development and Management
  • Sales and Marketing
  • Revenue Enhancement

Financial Performance --

Especially in an environment where you are increasingly pressured by competition, compliance and regulation, we understand the best practices and tactics to not only navigate but thrive and keep you positioned for success through:

  • Treasury Management Pricing
  • Asset and Liability Management
  • Rate Setting Strategies
  • Revenue Management
  • Billing Audit
  • Competitive Pricing Analysis
  • Requests for Proposal Execution

Organizational Performance through People Management --

Your strategic objectives are met when there's a clear understanding of how each professional should be focused, measured, and rewarded.  This alignment to the overall strategy is one of the most important elements of meeting your goals -- which requires an investment in your people.  RedKnot has proven results in generating fee income through:

  • Developing and Sustaining Your Corporate Culture
  • Management Coaching
  • Internal/External Communications Programs
  • Incentive and Rewards Management
  • Critical Skills Workshops and Seminars

Maximizing Customer Relationships --

Great customer service is the difference between satisfied customers and loyal ones.  At a time when industry competition has never been greater for customer relationships, how do you align and focus your resources for the right customer approach that will help build both your business and, brand loyalty?  Our service offerings address:

  • Building Customer Loyalty
  • Onboarding Your Customer
  • Customer Support Design, Training & Implementation
  • Customer Retention Strategies
  • Lead Generation and Cross-Sell Triggers

 Business Operations --

The world of the financial industry is getting flat and consolidated, but in this new environment size offers little protection from the threat of independent service providers ready to exploit any weakness.   Added to this, low consumer confidence and increased security, mean regulatory compliance can no longer be achieved through simply tweaking the system and reducing head count. This takes a fresh, outside the box perspective from a partner who has an insider's understanding of both the business and financial arenas. We can handle:

  • Bank mergers
  • Workflow Transformation
  • Vendor/Supplier Relationship Management
  • Project Management
  • Policy and Procedural Assessment/Documentation
  • Conversion and System Integration Assistance
  • Risk Management


"We had a great product line and a great staff but that wasn't enough. RedKnot helped us see the big picture. They showed us how to make every component of our business from our sales teams to our marketing initiatives to our revenues perform more effectively. They are more than a treasury management company. Because a company's assets are more than what's in the bank."