Financial Institutions

Scott Bauer has firsthand experience gained by starting, leading, and growing a successful $1.5 billion financial institution. He understands all the challenges CEOs face and the primary components necessary for profitability.


Services Provided to Financial Institutions

Deposit Generation

Strategy and structure necessary to effectively generate core deposits

Loan Generation

Evaluation of sales process, targeting, prospecting, follow-up, presentation, customer servicing and overall strategy for success.

Customer Service

Assess customer needs and make recommendations to deliver the best service possible to customers and employees. The only real differentiator.


Assess advertising and marketing efforts. Provide expertise to improve outreach, visibility, and revenue support.

Overall Strategy

Work with CEO and management team to identify and solve big picture needs. Assist with creating a solid strategic plan.