Business Solutions Consulting

What differentiates your institution from any other community bank today in the marketplace?

How consistent is the client experience from one branch to another? How consistent is the coaching and guidance from one employee to another?

Branches still constitute the preferred channel for opening new accounts, a key driver of bank revenue. The power of in-person interactions for building customer relationships will be with us for the foreseeable future. As the digitization of banking continues to grow, branches will continue to play a key role in initiating and expanding client’s share of wallet.

Having an articulated and well thought out sales process is a must for all branch networks. Bringing in outside expertise to help formulate the right market playbook allows existing leadership to do what they do best and focus on building and expanding their network.

Solutions don't come out of a box ready to plug and play.

At Bovana Consulting, we help create individualized and comprehensive processes for banks of all sizes.
We work on identifying your challenges and help design strategies and programs to address them. We help you think about your business in a whole new way, bringing a fresh perspective to long-standing challenges and helping you envision – and achieve – a future with unlimited possibilities.
Our objective is to build on your considerable strengths and help you develop a comprehensive market playbook that will help define your brand both to your employees and the communities you serve.


Retail Client Engagement Strategies
Business Development
Leadership Routines

Our Process

PHASE 1 - Discover your unique business profile.

In creating a solution that will help foster accelerated team performance, we start by understanding current state. We then approach the development and building of your customized playbook.

PHASE 2 - Assess your current situation and establish benchmarks for success.

We get to know you – your culture, strengths, challenges, history, and current needs. We compare your current state to your desired state – where you are and where you want to be. We identify specific gaps, set benchmarks and help you select appropriate analytics tools.

PHASE 3 - Design your customized solution.

We deliver a customized solution and implementation plan to meet your objectives within the time frame required, making sure the plan is a good fit with realistic objectives and outcomes.  We put it all together in your roadmap to success!

PHASE 4 - Implement your solution and manage change.

We stay with you every step of the way while your solution is rolling out, guiding implementation, tweaking elements of the plan as we get feedback from employees and clients, and measure plan success using agreed upon key performance measures.