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About Waypoint Strategic Partners

At Waypoint Strategic Partners, we guide our clients over the obstacles and toward the opportunities created by new technologies and services that today’s marketplace demands. For community financial institutions, which want to Compete and Win, while changing trends, lifestyles and technologies reshape customer attitudes, we bring an understanding of “Traditional Banking Services” and “Banking 2.0 Services”. These services interact, are dependent on each other, and affect each other's role in an institution's services offering. Our approach puts our clients in a stronger position to go against the Big Guys and non-traditional competitors. To put our clients in a better Compete and Win position, we deliver SMART, a Social Media solution. This solution is essential as social-savvy, banking customers force institutions to rethink how and when to connect with them. Because we are consultants, Subject Matter Experts and creative problem-solvers, we have the acumen to support business growth plans. A client’s sales culture can be evaluated and re-structured to go after targeted customers, arming sales with current tools and training. One or more of our Marketing and Creative Services can be leveraged to get a client out of a bind (e.g., vendor issues or missed opportunities) or back up in-house staff committed to status quo projects. Our partners are professionals who have “been there and done that” in the areas of operations, systems, regulations and technology planning. These partners equally commit to helping our clients achieve their goals of improved quality, reduced risk and profitable growth.

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