Capital Performance Group is a management consulting firm headquartered in Washington, DC. CPG provides advisory, planning, analytic, and project management services to the financial services industry. Our clients include banks, thrifts, credit unions, investment management firms, financial technology companies, vendors to the industry, and government agencies involved in retail and small business banking, commercial banking, treasury management, wealth management, credit and debit cards, direct consumer lending, and risk management and finance. Our staff members have deep experience as strategists, marketers, and operational managers. We understand what drives performance in the financial services industry and how to help our clients meet their business and financial objectives.
External link for Capital Performance Group
1233 20th Street NW
Suite 450
Washington, DC 20036, US
Please join Mary Beth Sullivan and distinguished panelists next week to learn about the future of embedded finance and its impact on CX.
I'm looking forward to moderating one of three CX Innovation discussions at the American Banker CX Innovation Summit on Wednesday, November 6. My session is How Embedded Finance Improves Customer Loyalty & Acquisition. If you haven't registered, please do via the link below.
Capital Performance Group is a proud sponsor of the Mid-Atlantic Bank Executives Conference! Mary Beth Sullivan will attend and is looking forward to greeting old friends and meeting new ones. Will you be attending? Let us know! Virginia Bankers Association Pennsylvania Bankers Association Maryland Bankers Association Delaware Bankers Association West Virginia Bankers Association https://lnkd.in/ex3PZ4QM
CPG’s mark gibson and Ally Akins featured in Edmund Lawler article “𝗗𝗮𝗿𝗲 𝘁𝗼 𝗯𝗲 𝗱𝘂𝗹𝗹: 𝗣𝗡𝗖 𝘄𝗮𝗻𝘁𝘀 𝘁𝗼 𝗯𝗿𝗲𝗮𝗸 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘄𝗶𝘁𝗵 ‘𝗯𝗿𝗶𝗹𝗹𝗶𝗮𝗻𝘁𝗹𝘆 𝗯𝗼𝗿𝗶𝗻𝗴’ 𝗰𝗹𝗮𝗶𝗺. This article is featured in BAI 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗥𝗲𝗽𝗼𝗿𝘁: 𝗔𝗻𝘁𝗶𝗰𝗶𝗽𝗮𝘁𝗶𝗻𝗴 𝗯𝗮𝗻𝗸𝗶𝗻𝗴’𝘀 𝟮𝟬𝟮𝟱 𝗺𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝘁𝗿𝗲𝗻𝗱𝘀. PNC Bank's bold new "Brilliantly Boring Since 1865" campaign redefines what it means to stand out in the crowded financial services sector. Mark says, “Maybe they got a little overly clever, but I think the strategy was right. Subliminally, the message is: Wow, PNC has been around for a long time, which leads to: They’re probably going to be around a long time in the future, which means your money is safe.” Ally points to an additional risk of the PNC ad campaign amid the financial services industry’s sizable investment in digital technology. “Banking is becoming anything but boring with automated customer service agents, the gamification of savings and investment widgets. A lot is changing.” Do you think this unique campaign hits the mark in today’s competitive financial landscape? https://lnkd.in/emzAveAu
Capital Performance Group reposted this
Results-Oriented Financial Services Executive | Sales Leadership | Risk Management | Strategic Thinking & Problem Solving | Non-Profit Fundraising & Governance
We left nothing to chance at the recent American Banker Small Biz Banking Conference held in Las Vegas! Stephanie Gayant and Chana Zimmerman gathered experts from banks, credit unions, fintechs and advisors who discussed client needs, actionable strategies and tools to accelerate success in the Small Business space. I was thrilled to speak and share the stage with Evan Travis of Live Oak Bank on Supporting Early-Stage Life Sciences/Tech Businesses. I enjoyed connecting with so many industry friends: Nick Miller, Elaine Szeto, Sandy Hanson, Andrea Moore, Carol Sexton, Martin Wise, Sara Henderson Allen, Jim Fuhrman 🏦, Joshua Morozowski, Bobby Martin, Susan Bell, Bryan Peckinpaugh. Thank you to Mary Beth Sullivan of Capital Performance Group for her advice and counsel. I encourage all my Small Business colleagues to attend next year's conference! #smallbusiness #clientfocused #innovation
Rolland Johannsen wisely says, “Doing good is just good business.” In his new American Banker article, he emphasizes how banks can make a real impact by protecting seniors from fraud. By addressing this growing need, banks protect their customers and differentiate themselves, strengthen relationships with high-value clients, attract new ones, and reinforce their reputation as institutions that truly care about their customers.
Scams targeting Seniors have exploded over the past few years and are expected to accelerate further as the population continues to age and the bad guys use even more sophisticated technology, including AI. My article in today's American Banker discusses how banks could (and should) create enhanced Senior-specific fraud detection and mitigation processes to build differentiated value propositions and achieve competitive advantage in the critical Seniors market. Capital Performance GroupEric LuceroMaria Tedesco💯 Jim MarousJason KincyShawn O'BrienJosh RinkenbaughGrant EmpsonPatrick RyanMichael ClearyNick BaxterBill HippensteelJerry O'FlanaganMary Beth Sullivan https://lnkd.in/gXn2Xcv2
Bank of America's net interest income rose by 2% from the second quarter, beating expectations. Management forecasts a continued upward trend for NII, driven by anticipated rate cuts in November and December. https://lnkd.in/e5GzcVqH
At CPG, we’re delighted to have Jonathan Cheris join our advisory team. His forward-thinking approach and proven success in transforming data into strategic assets will significantly enhance our ability to support our clients’ growth and performance goals. #PieCartAnalytics
Founder & CEO of PieCart Analytics | Advisor at Capital Performance Group | Builder, Optimist, Gutsy
PieCart Analytics is Driving Real Business Intelligence based on the Collective Intelligence of BI and AI. Connect with PieCart to shape a connected, intelligent future for your analytics ecosystem. #BusinessIntelligence #BI #AI #Usage360 #MyAnalytics #Qlik #Tableau #PowerBI #DataAnalytics #ThinkDifferent
𝗜𝘀 𝘆𝗼𝘂𝗿 𝗯𝗮𝗻𝗸 𝗹𝗲𝘃𝗲𝗿𝗮𝗴𝗶𝗻𝗴 𝗱𝗮𝘁𝗮 𝘁𝗼 𝗶𝘁𝘀 𝗳𝘂𝗹𝗹 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹? The right data strategy is not just about gathering information; it's about aligning data with your overall business strategy to drive informed decisions and optimize performance. In mark gibson's latest ABA Banking Journal article, he discusses critical success factors for developing a robust data strategy. Learn how distributing analytical power across your organization enables faster decision-making and why data isn't a one-size-fits-all solution but a tool to elevate your business. #bankmarketing #datastrategy https://lnkd.in/eCcwCAwE
Heading to Las Vegas for American Banker #SmallBizBanking Conference? CPG Consulting Associate Mary Kay Schneider will be there! Let us know if you'd like to meet!
We are excited to have RelPro, Inc. Founder and CEO Martin Wise take the stage with Vertical IQ’s Bobby Martin and Bank of America’s Charlie Griffin at the American Banker #SmallBizBanking Conference in Las Vegas! On Thursday, October 10 at 9:30 am PT, they will discuss how bankers can use their local expertise to build relationships with Small Business owners and win new business opportunities. https://lnkd.in/ewY77rgf #commercialbanking #communitybanking #businessbanking #businessdevelopment #relationshipmanagement #smallbusinessbanking #smallbizbanking
Bank marketers recognize the power of data analytics in understanding target audiences, enhancing marketing strategies, and optimizing sales. While significant progress has been made, a July 2024 American Bankers Association survey shows there’s still a journey ahead. Marketers are excited about the potential to transform marketing effectiveness through data but note that improved data accuracy and more analytical resources are crucial to fully realizing this potential. Read Ally Akins new ABA Banking Journal article here! #ABABankMktg #ABABankingJournal https://lnkd.in/epfsymZ6