๐ช๐ฒ ๐ฎ๐ฟ๐ฒ ๐๐ต๐ฟ๐ถ๐น๐น๐ฒ๐ฑ ๐๐ผ ๐ฎ๐ป๐ป๐ผ๐๐ป๐ฐ๐ฒ ๐๐ต๐ฎ๐ Jonathan Cheris ๐ต๐ฎ๐ ๐ท๐ผ๐ถ๐ป๐ฒ๐ฑ ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น ๐ฃ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ ๐๐ฟ๐ผ๐๐ฝ ๐ฎ๐ ๐ฎ๐ป ๐๐ฑ๐๐ถ๐๐ผ๐ฟ. Jonathan brings a wealth of experience in data analytics, business intelligence, and strategic leadership, making him an invaluable addition to our team. Jonathan's career is marked by his pioneering work in humanizing business intelligence, transforming complex data into actionable insights that drive significant business value. His leadership roles at major financial institutions such as Webster Bank, Sterling National Bank, and Citigroup have demonstrated his ability to lead high-performing teams and implement data strategies that deliver measurable results. At Webster Bank, as Senior Managing Director and Head of Business Intelligence, Jonathan revolutionized the organization's data analytics capabilities, generating millions in value and optimizing operations through advanced BI tools. His leadership during multiple bank mergers and his expertise in scaling teams across large enterprises have left a lasting impact. In addition to his corporate success, Jonathan is the Founder and CEO of PieCart Analytics, a startup focused on maximizing analytics tool usage to drive adoption and ROI. His entrepreneurial spirit and deep expertise in data-driven strategies align perfectly with CPG's mission to help clients navigate today's complex business landscape. "We are delighted to have Jonathan Cheris join our advisory team," said Mary Beth Sullivan, Managing Partner at CPG. "His forward-thinking approach and proven success in transforming data into strategic assets will significantly enhance our ability to support our clientsโ growth and performance goals." Jonathan will be a key player in our advisory services at CPG, bringing his unique blend of corporate leadership and entrepreneurial innovation. His role at CPG will complement his work with PieCart, creating synergies that will benefit both organizations and the clients we serve. Welcome, Jonathan! We're excited to see the impact you'll have on our team and clients.ย
Capital Performance Group
Business Consulting and Services
Washington, DC 1,477 followers
Management Consultants to the Financial Services Industry
About us
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.
- Website
-
http://www.capitalperform.com
External link for Capital Performance Group
- Industry
- Business Consulting and Services
- Company size
- 11-50 employees
- Headquarters
- Washington, DC
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Strategic Planning, Delivery Channel Strategy & Management, Credit Risk Process Management, Marketing, Project Management, Senior Executive and Director Meeting Facilitation, Banking, Management Consulting, Core Deposit Growth, Performance Marketing, and Digital Marketing
Locations
-
Primary
1233 20th Street NW
Suite 450
Washington, DC 20036, US
Employees at Capital Performance Group
-
Jonathan Cheris
Founder & CEO of PieCart Analytics | Advisor at Capital Performance Group | Builder, Optimist, Gutsy
-
Claude Hanley
Senior Adviser to Financial Services Companies, Leader in Financial Management, Speaker and Author, History Buff
-
mark gibson
Marketing Practice Leader at Capital Performance Group
-
Mary Beth Sullivan
Managing Partner
Updates
-
๐ ๐ ๐ผ๐ฟ๐ฒ ๐๐ณ๐ณ๐ฒ๐ฐ๐๐ถ๐๐ฒ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฐ ๐ฃ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด ๐ฃ๐ฟ๐ผ๐ฐ๐ฒ๐๐ A well-crafted strategy is essential for long-term success in todayโs fast-changing, highly competitive financial services industry. At CPG, weโve developed a strategic planning process that delivers results, strengthens team dynamics, and aligns management, the board, and employees with a shared vision. Hereโs how we do it: ๐๐ฟ๐ฒ๐ฎ๐๐ฒ ๐๐ต๐ฒ ๐ณ๐ฎ๐ฐ๐ ๐ฏ๐ฎ๐๐ฒ: economic outlook, industry best practices and emerging competitive challenges, company financial performance and growth momentum; SWOT analysis. ๐๐ฒ๐๐ฒ๐น๐ผ๐ฝ ๐๐ถ๐๐ถ๐ผ๐ป ๐ฎ๐ป๐ฑ ๐ด๐ผ๐ฎ๐น๐: how to differentiate and for which segments; value propositions; strategic and financial goals. ๐๐๐๐ฒ๐๐ ๐ผ๐ฝ๐๐ถ๐ผ๐ป๐ ๐ฎ๐ป๐ฑ ๐๐ฒ๐ ๐๐ต๐ฒ ๐๐๐ฟ๐ฎ๐๐ฒ๐ด๐: define and vet options for achieving goals; consensus on priorities; assessment of implications for the business. ๐ฆ๐๐ฟ๐๐ฐ๐๐๐ฟ๐ฒ ๐๐ต๐ฒ ๐ถ๐บ๐ฝ๐น๐ฒ๐บ๐ฒ๐ป๐๐ฎ๐๐ถ๐ผ๐ป ๐ฟ๐ผ๐ฎ๐ฑ๐บ๐ฎ๐ฝ: engage the team to create detailed plans, including resource commitments, financial forecasts, and business line scorecards. ๐๐ผ๐บ๐บ๐๐ป๐ถ๐ฐ๐ฎ๐๐ฒ, ๐บ๐ผ๐ป๐ถ๐๐ผ๐ฟ ๐ฝ๐ฟ๐ผ๐ด๐ฟ๐ฒ๐๐, ๐ฎ๐ป๐ฑ ๐ถ๐ป๐๐๐ถ๐๐๐๐ถ๐ผ๐ป๐ฎ๐น๐ถ๐๐ฒ ๐ฒ๐ ๐ฒ๐ฐ๐๐๐ถ๐ผ๐ป ๐ฒ๐ ๐ฐ๐ฒ๐น๐น๐ฒ๐ป๐ฐ๐ฒ. Weโre committed to building lasting relationships and providing insights that drive outstanding results. Are you interested in learning more? Contact Mary Beth Sullivan today to see how we can support your strategic planning needs! #StrategicPlanningย https://lnkd.in/d4dCcTSa
-
CPGโs mark gibson will presentย "Modernizing Bank Retail, Marketing, and Revenue Operations"ย at this fall'sย American Bankers Association Bank Marketing Conference (October 6 - 8). In this session, discover how marketing, sales, and customer service can converge to attract and retain lifetime customers. Explore the value of delivering personalized, consistent customer experiences across channelsย and using data to track and enhance profitability. If you'll be attending, let us know. We hope to see you in Chicago! #bankmarketing https://lnkd.in/ewEWiKP
Bank Marketing Conference
aba.com
-
Building deep, lasting relationships is critical to success in today's competitive landscape. For commercial and business bankers, becoming a trusted advisor is not just a goalโit's a game-changer. It opens doors to new opportunities, strengthens existing partnerships, and positions you as a critical resource for business owners and decision-makers. Join RelPro, Inc. Chief Growth Officer Sara Henderson Allen and CPG Consulting Associate and MK Insights2Action Founder Mary Kay Schneider for a webinar on August 27th at 1PM EST. Theyโll share their experiences and actionable strategies for developing your skills as a Trusted Advisor, helping you build stronger relationships and grow your business. Donโt miss outโregister now and elevate your relationship-building skills to the next level! #TrustedAdvisor https://lnkd.in/eZJAgW5d
Welcome! You are invited to join a webinar: Driving Deeper Relationships as a Trusted Advisor. After registering, you will receive a confirmation email about joining the webinar.
relpro.zoom.us
-
American Banker Top Performing Big Bank (assets >$50B): First Citizens Bank Since 2021, First Citizens Bank, based in Raleigh, NC, has seen remarkable growth, expanding its assets to $220 billion. This growth has been driven by strategic acquisitions, including the high-profile purchase of the failed Silicon Valley Bank, which extended its footprint nationwide and diversified business lines. The deal came just over a year after First Citizens had already doubled in size with the acquisition of CIT Group. Over the past three years, First Citizens' stock price has soared by an impressive 142%, outpacing any other publicly listed bank. https://lnkd.in/giHjhStd
How First Citizens became the top-performing big bank
americanbanker.com
-
A huge thank you to both mark gibson and Kathleen Fetters for their incredible insights during the American Bankers Association Marketing AI webinar yesterday! Did you attend the webinar? If so, please share your thoughts!
Kudos to Kathleen Fetters for providing her real world experience in our American Bankers Association Marketing AI webinar yesterday! Enjoyed sharing insights regarding how bank marketers are already using AI (70% of attendees are!), and what the most impactful use cases are. A key takeaway -- take the initiative to position yourself as an AI leader within your organization! Shelly Loftin, CFMP, Ally Akins, Janel Maysonet, MS, CFMP, Craig Colgan, Lauren Schlenker, CMP, John Capotosto Paul Roetzer Ethan Mollick
-
-
Join us on September 11th at 12PM EST for an insightful webinar. Claude Hanley and Emma Metzler from Capital Performance Group will sit down with Jim Dobbs, Editor for Community Banking at American Banker. They'll dive into the annual rankings of banks by performance, revealing the shifting dynamics in the industry and discussing what it takes for banks to rank highly in todayโs competitive landscape. Take advantage of this opportunity to gain valuable insights into the key trends and strategies driving success in the banking sector. Whether you're in leadership, strategy, or finance, this conversation will offer actionable takeaways. #TopPerformers https://lnkd.in/dAhZDRpa
How the Top Performing Banks rose above their rivals
americanbanker.com
-
Are you ready to harness artificial intelligence's transformative potential in bank marketing? Join mark gibson and Kathleen Fetters for an American Bankers Association webinar on August 22nd at 2PM EST, "AI for Bank Marketers: The Power of Potential Performance," and discover how AI can revolutionize your marketing strategies. In this dynamic session, you'll gain insights into the practical applications of AI in the banking industry, learn about the critical risks to avoid and learn how to engage in productive conversations with your leadership about AI. Don't miss this opportunity to stay ahead of the curve and bring innovative AI strategies to your bank's marketing efforts. Register Now! https://lnkd.in/eThz-SD9
AI For Bank Marketing: The Power of Potential Performance
aba.com
-
Capital Performance Group reposted this
This is pretty astounding. Since 2020, according to the research in this article, Millennial household wealth grew significantly. Perhaps this isn't surprising given where they are in their lifecycles. It points to better opportunities for financial institutions able to target these consumers with banking and wealth accumulation solutions. #Millennials #futureofbanking
The Dramatic Turnaround in Millennialsโ Finances
wsj.com
-
We are thrilled to welcome Kunal Choksi to our team as a Business Analyst, starting in August 2024! Kunal recently graduated from The University of Virginia with a BS in Finance and IT, along with a BA in Economics. Kunal brings a strong analytical background that will be invaluable as he dives into various client projects. Before joining us, he gained experience as a Business Consulting Intern at Ernst & Young and a Strategy Intern at Navy Federal Credit Union. Weโre excited to have him on board and look forward to the great insights heโll bring to CPG!