Building deep, lasting relationships is critical to success in today's competitive landscape. For commercial and business bankers, becoming a trusted advisor is not just a goal—it's a game-changer. It opens doors to new opportunities, strengthens existing partnerships, and positions you as a critical resource for business owners and decision-makers. Join RelPro, Inc. Chief Growth Officer Sara Henderson Allen and CPG Consulting Associate and MK Insights2Action Founder Mary Kay Schneider for a webinar on August 27th at 1PM EST. They’ll share their experiences and actionable strategies for developing your skills as a Trusted Advisor, helping you build stronger relationships and grow your business. Don’t miss out—register now and elevate your relationship-building skills to the next level! #TrustedAdvisor https://lnkd.in/eZJAgW5d
Capital Performance Group
Business Consulting and Services
Washington, DC 1,471 followers
Management Consultants to the Financial Services Industry
About us
Capital Performance Group is a management consulting firm headquartered in Washington, DC. CPG provides advisory, planning, analytic, and project management services to the financial services industry. Our clients include banks, thrifts, credit unions, investment management firms, financial technology companies, vendors to the industry, and government agencies involved in retail and small business banking, commercial banking, treasury management, wealth management, credit and debit cards, direct consumer lending, and risk management and finance. Our staff members have deep experience as strategists, marketers, and operational managers. We understand what drives performance in the financial services industry and how to help our clients meet their business and financial objectives.
- Website
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http://www.capitalperform.com
External link for Capital Performance Group
- Industry
- Business Consulting and Services
- Company size
- 11-50 employees
- Headquarters
- Washington, DC
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Strategic Planning, Delivery Channel Strategy & Management, Credit Risk Process Management, Marketing, Project Management, Senior Executive and Director Meeting Facilitation, Banking, Management Consulting, Core Deposit Growth, Performance Marketing, and Digital Marketing
Locations
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Primary
1233 20th Street NW
Suite 450
Washington, DC 20036, US
Employees at Capital Performance Group
Updates
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American Banker Top Performing Big Bank (assets >$50B): First Citizens Bank Since 2021, First Citizens Bank, based in Raleigh, NC, has seen remarkable growth, expanding its assets to $220 billion. This growth has been driven by strategic acquisitions, including the high-profile purchase of the failed Silicon Valley Bank, which extended its footprint nationwide and diversified business lines. The deal came just over a year after First Citizens had already doubled in size with the acquisition of CIT Group. Over the past three years, First Citizens' stock price has soared by an impressive 142%, outpacing any other publicly listed bank. https://lnkd.in/giHjhStd
How First Citizens became the top-performing big bank
americanbanker.com
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A huge thank you to both mark gibson and Kathleen Fetters for their incredible insights during the American Bankers Association Marketing AI webinar yesterday! Did you attend the webinar? If so, please share your thoughts!
Kudos to Kathleen Fetters for providing her real world experience in our American Bankers Association Marketing AI webinar yesterday! Enjoyed sharing insights regarding how bank marketers are already using AI (70% of attendees are!), and what the most impactful use cases are. A key takeaway -- take the initiative to position yourself as an AI leader within your organization! Shelly Loftin, CFMP, Ally Akins, Janel Maysonet, MS, CFMP, Craig Colgan, Lauren Schlenker, CMP, John Capotosto Paul Roetzer Ethan Mollick
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Join us on September 11th at 12PM EST for an insightful webinar. Claude Hanley and Emma Metzler from Capital Performance Group will sit down with Jim Dobbs, Editor for Community Banking at American Banker. They'll dive into the annual rankings of banks by performance, revealing the shifting dynamics in the industry and discussing what it takes for banks to rank highly in today’s competitive landscape. Take advantage of this opportunity to gain valuable insights into the key trends and strategies driving success in the banking sector. Whether you're in leadership, strategy, or finance, this conversation will offer actionable takeaways. #TopPerformers https://lnkd.in/dAhZDRpa
How the Top Performing Banks rose above their rivals
americanbanker.com
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Are you ready to harness artificial intelligence's transformative potential in bank marketing? Join mark gibson and Kathleen Fetters for an American Bankers Association webinar on August 22nd at 2PM EST, "AI for Bank Marketers: The Power of Potential Performance," and discover how AI can revolutionize your marketing strategies. In this dynamic session, you'll gain insights into the practical applications of AI in the banking industry, learn about the critical risks to avoid and learn how to engage in productive conversations with your leadership about AI. Don't miss this opportunity to stay ahead of the curve and bring innovative AI strategies to your bank's marketing efforts. Register Now! https://lnkd.in/eThz-SD9
AI For Bank Marketing: The Power of Potential Performance
aba.com
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Capital Performance Group reposted this
This is pretty astounding. Since 2020, according to the research in this article, Millennial household wealth grew significantly. Perhaps this isn't surprising given where they are in their lifecycles. It points to better opportunities for financial institutions able to target these consumers with banking and wealth accumulation solutions. #Millennials #futureofbanking
The Dramatic Turnaround in Millennials’ Finances
wsj.com
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We are thrilled to welcome Kunal Choksi to our team as a Business Analyst, starting in August 2024! Kunal recently graduated from The University of Virginia with a BS in Finance and IT, along with a BA in Economics. Kunal brings a strong analytical background that will be invaluable as he dives into various client projects. Before joining us, he gained experience as a Business Consulting Intern at Ernst & Young and a Strategy Intern at Navy Federal Credit Union. We’re excited to have him on board and look forward to the great insights he’ll bring to CPG!
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Capital Performance Group monitors the quarterly financial performance trends of publicly traded banks, provides opinions on the implications for the industry, and highlights the strategies required to deliver top-tier performance going forward. See our 2Q24 Quarterly Bank Report here! https://lnkd.in/e6tfsFmM
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Are you ready to harness artificial intelligence's transformative potential in bank marketing? Join mark gibson and Kathleen Fetters for an American Bankers Association webinar on August 22nd at 2PM EST, "AI for Bank Marketers: The Power of Potential Performance," and discover how AI can revolutionize your marketing strategies. In this dynamic session, you'll gain insights into the practical applications of AI in the banking industry, learn about the critical risks to avoid, and learn how to engage in productive conversations with your leadership about AI. Don't miss this opportunity to stay ahead of the curve and bring innovative AI strategies to your bank's marketing efforts. Register Now! https://lnkd.in/eThz-SD9
AI For Bank Marketing: The Power of Potential Performance
aba.com
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CPG partners with American Banker to rank the top-performing banks of 2023. The third group of banks – midsize banks with $10-50B in assets - remained more liquid in 2023, which helped their profitability in a rising rate environment. They were also able to grow core deposits at a time when many institutions experienced a decline in core deposits. #AmericanBanker #topperformers https://lnkd.in/en3NSj5a
Leading midsize banks ride deposit strength to top of rankings
americanbanker.com