Financial Institutions

Stoney-Wilson brings more than 70 years of experience to its bank and credit union clients. A significant amount of this experience has been at the senior and executive management levels and across a broad cross-section of the financial industry. Focused on quality and effectiveness, the firm is committed to a results oriented consulting approach. From traditional to innovative, the partners bring a great deal of creativity to the commercial banking, operational, sales & marketing arenas. Some of the areas Stoney-Wilson can help with are:

  • Traditional commercial lending and underwriting
  • Core processing assessments and negotiations
  • Commercial product review and development
  • Business development
  • Target marketing
  • Staffing adequacy and evaluation
  • Job descriptions and incentive structures
  • Sales training
  • Strategic Planning
  • Distribution assessments

Specialized Industry Segments:

  • Correspondent Banking
  • Government Banking
  • Nonprofit Banking
  • Title Company
  • Indirect Non-auto
  • Real Estate Agencies
  • Small Plan 401(k) program
  • Non-borrowing Commercial
  • Small business lending programs

The firm assists financial institutions in developing their approach to the marketplace from concept through implementation. It works with its clients to insure that the appropriate infrastructure is in place to support growth and profitability objectives. Call us with your needs.