Strategic Planning

Historically, the financial services industry was regulated as to product, price and service area; but in the past two decades, the industry has evolved dramatically. New competitors and products enter the market daily, and the ability to effectively compete is a constant challenge.

A vital aspect of every institution’s competitive program is planning. PBS has assisted in the development of strategic plans for all types of financial institutions. Dependent upon client needs, we analyze the client’s status and develop goals and objectives; action plans are then developed with specific timetables in which to achieve the established goals. Finally, our continued monitoring and follow-up assure the achievement of these objectives. In addition to the strategic business plan, PBS is often requested to prepare special plans in the following areas:

  • Profitability
  • Capital
  • Marketing
  • Corporate Expansion
  • Facilities Expansion
Professional Bank Services
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