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Drive More Profitable Growth Right Now!


Using Business Intelligence and Qualitative Research to Drive Performance and Profitability

  • Is your bank or credit union deliberate in establishing corporate governance and organization structures that drive profitability and growth?
  • Do you know which of your customer segments is most profitable and provides the best opportunity for profitable growth?
  • Do you know why customers are opening new accounts and why customers are leaving?

The answers are probably right there within your organization, but how do you get to them?

Join us for a free business-critical webinar hosted by three of the industry’s leading business information experts:

David Wagstaff – Leads Clarity FI and partners with clients to drive profitable organic growth
Denise Salyards –Leads delivery of marketing effectiveness, channel analysis, segmentation and branch network optimization
Mike Kipp – Leads strategic alignment through corporate governance, leadership and organization

These three business performance experts will show you how to develop:

  • Governance, Leadership and Organization for Profitable Growth
  • Strategic Customer Segmentation for Profitable Growth
  • Robust Data and Metrics for Decision making Leading to Profitable Growth

And more…

It’s free to attend, so simply click the link below to register. You’ll receive your confirmation with the meeting log in information via email.

November 17, 2009
2:00 – 3:00pm Eastern Time


January 12, 2010
2:00 – 3:00pm Eastern Time

Want to learn sooner? Contact us at

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Background of Speakers:

David Wagstaff
David has more than 20 years of banking, financial services and consulting experience. He works with senior bank management to grasp tangible opportunities to implement holistic approaches to increasing revenue while managing expenses. He consistently helps banks deliver profitable organic growth. He understands the power of having a solid fact base and analytical information from which to make intelligent business decisions. David leverages businesses intelligence, analytic and problem solving skills to compile and assess both qualitative and quantitative data for each enterprise with which he works. David has spoken at numerous bank conferences and has been published and quoted within National Public Radio, ABA Bank Marketing, Community Bank Magazine, Transactions Magazine, Bank Advisor, Banking New York among others.

Denise Salyards
Denise has 35 years experience in financial services marketing and business management, and is a recognized expert in MCIF implementation and utilization, CRM strategy development and implementation, delivery channel analysis, segmentation and branch network optimization. Denise’s highly rated presentations have been used by the American Bankers Association to drive Marketing Network membership.

Mike Kipp
Mike has been a trustee of several community banks. He has achievements in the public and private sectors as New York State Commissioner, executive with a Fortune 500, founding CEO of a specialty insurer and principal/director in banking, health care and internet start-ups. 16 years consulting in strategy and governance with prior 20 years leading emergent or turnaround situations; instinct for developing sustainable business models and creating common ground among stakeholders; superior capacity to develop and “evangelize” a compelling strategy and bring about change at the personal, functional and organizational level.

Free 30 Minute Independent Business Consultation.

Explore approaches to increase income and grow your business. Is the time right for a CFO to guide your financial decisions?

Strategic and Financial Consulting

CFO Services

  • Are you seeking support or facilitation in developing your business strategy?
  • Are you considering hiring a full-time or part-time CFO?
  • Interested in learning more about how to grow your income?
Contact us for a free private 30 minute consultation. We can help you identify business opportunities and explore if its time for a CFO Services. Talk through strategies and opportunities to reduce expenses, save costs and increase your income.

Register Now!

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Can’t make it to this free live event? Click here to learn more about Clarity FI and schedule one-on-one time with Mr. Wagstaff to discuss your specific business needs.

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