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Banking, Fintech, and Financial Services

At Competitive Directions, we can offer a wide range of services to retail banks, credit unions, wealth management and small business lines of businesses, fintech firms, and investment management organizations.  

Our services include 
competitive and market analyses, communicaton of market opportunities in such areas as omnichannel and digital banking, analytics, market segmentation, technology trends, and custom consulting to support your marketing, market outreach, and sales training initiatives.   

Our research has been featured as part of numerous interviews and thought leadership discussions with media and industry outlets, including Bloomberg BusinessWeek, CNBC, Fortune, The New York Times, The LA Times, The Chicago Tribune, The Charlotte Observer, The Boston Globe,and other media outlets.  Outreach also includes the development and delivery of technical, industry, and keynote presentations at client and industry events.

We would welcome the opportunity to speak with you about the many ways we can help you to be more competitive in your markets.      

   

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