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Map it...

I am beginning a series on helpful strategic planning exercises.

The initial topic... mapping your customers. We help banks and credit unions all over the country with strategic planning and thoughtful tactical delivery and love doing it!

One of the first questions we ask? Have you mapped your customers?

Why?

Because typically we learn a lot by seeing neighborhood patterns, location gaps and when we add the layers of "deposit customers", "loan customers", "investment customers", "commercial customers", etc. as different pushpins...we also see visually the opportunity for organic growth!

Its easy...mapping software is available and inexpensive. And all you need is the address for your customers! You can get more sophisticated as you go...and we can help!

Cheers!

Bruce

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