strategic planning

An important component of our turnkey solution for your project is the Strategic Planning Study. The purpose of the study is to provide a plan that encompasses the projected service delivery and preliminary physical facilities requirements for a 5- and 10-year planning period. The various components of the Study include, but are not limited to, the following:

The Strategic Planning Study will provide the information from which your Management Team and Board of Directors can make a prudent business decision. Creating this roadmap for the future of your bank or credit union will help insure the success and growth of your business.

Arp Trivedi Vice President Strategic Planning

Mike King  Senior Consultant

With 18 years of experience, Arp has recently been added to the management staff as the Vice President of Strategic Planning.  He comes to DEI from Level5, LLC where he was a senior consultant providing marketplace, operations and financial consultancy to clients.  Prior to Level5, he was a client-consulting manager at TSYS where he was responsible for converting major international banks to the TSYS credit card processing platform as well as new product development initiatives.

With 27 years of consulting experience, Mike has worked with institutions of all asset sizes across the United States. He has performed more than 1,000 studies and worked with 27 of the top 100 Credit Unions. Prior to consulting, Mike spent nine years on the management team of a multi-branch financial institution in the Midwest.