Deep understanding, tailored solutions

Our information-based consulting is unique in the industry, allowing us to identify best practices that are based on data rather than intuition or hubris. Our peer study groups further add to our understanding of the challenges and opportunities faced by our industry. KBR&C's principals have consulted for more than a hundred banks and credit unions and more than a hundred financial service and product providers. Coupled with using years of key industry data as a basis for our recommendations, we have a practical understanding of what has and hasn't worked in many other financial institutions. We wrap this approach within an appreciation for the culture that is unique to your company, enabling us to provide recommendations that go beyond the "what" and "why" to include the "how." This unique blend can be found nowhere else. With our help, your company can move quickly and decisively to capitalize on opportunities to unlock value and improve profitability. 

Past Consulting Engagements

Check out some of our highlighted consulting engagements on our Consulting Case Studies page.

Click on a topic to view a list of clients.

  • Business Review of the Institution's Investment Services and Recommending Improvements Open or Close
    Addison Avenue Federal CU
    AmSouth
    ANZ (Australia)
    BankFinancial
    BancNorth
    Bank of the West
    Cal Fed
    Chase Manhattan
    Compass Brokerage
    Columbia Bank (New Jersey)
    Fidelity Bank (Massachusetts)
    First Bank (Colorado)
    First Bank (North Carolina)
    First Citizens (North Carolina)
    First Hawaiian Bank
    First Interstate of Arizona
    First National Bank (Nebraska)
    First Tennessee
    First Victoria Bank
    Harris Bank
    Heartland Financial

    Huntington Investment Company
    Independent Bank (Michigan)
    Key Investment Services
    M&T
    Navy Federal
    Northwest Federal CU
    Ohio Savings
    Old Kent
    PNC
    Regions Bank
    Republic Bank
    Santander Sovereign Bank
    TCF
    Trustmark
    Union Bank Investment Services
    Union Planters
    US Bank Investment and Insurance Services
    Wachovia
    Washington Mutual
    Wells Fargo
     

     

  • Initiating or Improving a Life Insurance Sales Business Open or Close

    Astoria Federal Savings
    BNY Mellon Wealth Management
    Chase Manhattan
    Chemical Bank
    Citibank
    First Bank Colorado
    First Tennessee
    Huntington Investment Company
    Key Private Bank
    Mid Am Corporation
    PNC
    Summit Bank
    Union Banc Investment Services
    United Jersey Bank

  • Evaluating Third Party Broker Dealers, Clearing Firms, Technology Vendors, Brokerage General Agents, and Service Providers Open or Close

    Capital One
    CBC Bank
    CEFCU
    Elements Credit Union
    FirstMerit
    First Bank System
    First Interstate of California
    Harris Bank
    Independent Bank (Michigan)
    InTrust
    Sturdy Financial

  • Assessing the Feasibility of Creating or Maintaining a Broker Dealer and Assisting in BD Registration Open or Close

    Bank of the West
    Navy Federal Credit Union
    FirstMerit
    CommunityAmerica Credit Union
    Bank of Hawaii

  • Referral Compensation under Reg R Open or Close

    BMO Harris
    Wells Fargo

  • Licensed Platform Banker Programs Open or Close
    ABN AMRO
    Banc One
    Bank of America
    BankBoston
    BMO Harris
    Cal Fed
    Chase Manhattan
    CitiGroup
    Comerica Bank
    Commercial Federal
    CUNA Brokerage Services, Inc.
    Dime Savings
    First Union
    Fulton Financial
    Greenpoint Savings
    Guaranty Bank
    Nat City
    Navy Federal CU
    Union Bank
    Wachovia
    Wells Fargo

     

     

  • Compensation Open or Close

    Addison Avenue Federal CU
    Associated Investments
    Bank of the West
    BMO Harris
    Cal Fed Investment Services
    Chase Manhattan
    CitiGroup
    Citizens Bank (Michigan)
    Columbia Bank (New Jersey)
    Compass Brokerage
    Commercial Federal
    Dime Savings
    ESL Federal Credit Union
    Fidelity Bank (Massachusetts)

    First Bank (North Carolina)
    First Union
    Greenpoint Savings
    Guaranty Bank
    Harris Bank
    Johnson Bank

    Lake City Bank
    Nat City

    Northwest Federal Credit Union
    PNC
    Union Planters

    United Nations Federal Credit Union
    Washington Mutual
    Wells Fargo

     

  • Due Diligence & Risk Management Open or Close

    Bank of the West
    Dime Savings
    Key Bank

  • Mergers and Acquisitions Open or Close
    Banc Paribas
    GE Capital
    Kemper Financial
    McKinsey & Company
    ADP Brokerage
    Compulife
    Duerr Financial
    Addison Avenue Federal CU
    Cardiff
    Essex Corporation
    FirstMerit
    Independent Financial Marketing Group
    PAMCO
    Integrated Resources Investment Centers
    Landmark Financial
    Lighthouse Financial
    MDS BANKMARK

     

     

  • Talent Management/Executive Search Open or Close

    American Enterprise Life
    Citi Personal Wealth
    Fulton Financial
    Mid Am Corporation
    Regions Bank
     

  • Litigation Consulting/Expert Witness Open or Close
    ABN AMRO
    Aegon
    American Enterprise Life
    AMPAC Insurance Marketing
    Cal Fed Investment Services
    Connecticut General Life
    Cross Marketing
    First National Bank of Commerce
    Fort Dearborn Life
    Hawkeye Bank and Trust
    Mellon Bank
    Nations Banc Securities
    Smith Barney
    Westmark
    Western National Life

     

     

  • Integrated Wealth Management Open or Close

    Citizens Bank (Michigan)
    Commerce Bank (Missouri)
    First Bank (Colorado)
    Heartland Financial
    National Financial
    Prudential
    Regions Bank
    Triad Advisors
     

  • Strategic Marketing Open or Close

    Ameriprise
    Independent Financial Marketing Group
    ING
    INVEST Financial
    Marketing One
    Midwood Financial
    PAMCO
    Wachovia
    Wells Fargo
     

  • Consulting on Product Selection and Proprietary Product Creation Open or Close

    Banc North
    Fifth Third Bank
    Synovus
    Washington Mutual

  • Product Design Open or Close

    Charles Schwab
    Fidelity Investments
    GE
    Glenbrook Life
    Great West Life
    Hartford Life
    John Hancock
    MetLife
     

  • Broker Dealer and Financial Planning Technology Open or Close

    ARGO Systems
    IFMG
    ING
    INVEST Financial
    National Financial
    Pershing
    Prudential
    Terrapin Technologies
    Triad Advisors
    Unger Software

     

  • Consulting on Financial Institution Distribution for Product & Service Providers Open or Close
    AIG
    Alliance
    Allianz
    Allstate Life
    American Enterprise Life
    American Express
    American General
    American Skandia
    Ameriprise
    Aviva
    AXA
    Bain & Company
    CGU Life
    Charles Schwab
    Chiyoda Fire & Marine Insurance
    CIGNA
    Conseco
    CUNA Brokerage Services, Inc.
    Dai-ichi Life
    Deutsche Bank
    Finetre
    First Transamerica Life
    Forethought

     
    Genworth
    Glenbrook Life
    Great American Life
    Great West Life
    Farmers Life
    First Transamerica Life
    Jackson National
    Jefferson-Pilot
    John Hancock
    Hartford Life
    Kinzai
    Liberty Financial
    Liberty Life
    Lincoln Financial
    Manulife
    Mass Mutual
    MetLife
    Meiji Yasuda
    Minnesota Life
    Mitsubishi
    Monitor Company
    National Financial
    National Underwriter

     
    Nationwide
    New York Life
    Nomura Research Institute
    Nomura Securities
    Pershing
    PFIC
    Principal Financial
    Prudential Annuity
    Prudential Life
    Raymond James
    Safeco
    Samsung Life
    Sompo Life
    Sumitomo Bank
    SunAmerica
    Sun Life
    Symetra
    Transamerica
    Travelers
    Unger Software
    Western National
    Wood Logan
    Zurich Life