Consulting Services

eric cook speaking at an event

Strategic Guidance for Banks Navigating the Digital Shift

WSI offers consulting services specifically tailored for community banks that want to modernize, grow, and better serve their customers across every touchpoint.

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Areas of Focus

Our consulting services are flexible and scalable, from one-time strategy sessions to long-term partnership engagements. We work with bank leadership, marketing departments, compliance teams, and boards to provide insight, alignment, and forward momentum.

Common areas of engagement include:

Digital Marketing Strategy: Building an integrated plan that aligns with business goals
Customer Persona Development: Defining who you serve and how to reach them more effectively
Brand Messaging & Positioning: Clarifying your voice, value, and differentiators
Digital Transformation Planning: Assessing current tools, teams, and tech to plan what's next
Marketing Team Structure & Alignment: Helping you assess roles, resources, and priorities
AI & Marketing Automation Guidance: Identifying where smarter tools can make the biggest impact
Compliance-Friendly Marketing Processes: Creating systems that satisfy marketing and regulation

How It Works

Our process begins with a discovery session where we listen, assess, and outline your biggest digital opportunities and roadblocks. From there, we co-create a consulting engagement that fits your timeline, goals, and resources, with regular check-ins, tangible deliverables, and clear metrics for success.

We offer:

1:1 Executive Consultations
Strategic Team Workshops
Ongoing Monthly Advisory Packages
Board or Leadership Meeting Facilitation
Marketing Audits & Action Plans

Whether you're just getting started or need an outside perspective to move forward, WSI’s consulting services give you clarity, confidence, and next steps.

strategy session

If your team is ready for a strategic partner who understands both banking and digital, let’s talk.

Let’s Solve What’s Holding You Back.

Schedule a discovery call

Feedback From Attendees and Audience Members

"Having Eric present our annual convention was a great reminder of the importance of how we need to continually be thinking of new and innovative ways to connect with our customers, especially in today's digital world. His ability to blend the traditional elements of banking with forward-thinking digital strategies provided a unique perspective for my board to think about."

Tim Jewell, President & CEO, Eaton Community Bank
"Eric clearly explained the digital aspects of banking as we enter the post-pandemic world. I left the presentation reinvigorated and focused on our digital message."

Charley McQueen, President & CEO - McQueen Financial Advisor
"From changing consumer behavior trends to the latest social media strategies, to neobanks and fintechs, Eric did a terrific job sharing today’s digital banking landscape. I walked away with a new set of questions for our team to consider."

Norm Plumstead, President & CEO - Honor Bank
"Eric always has a relevant message for his banking audience(s). And his speaking ability will keep the topic entertaining and engaging. But back to relevancy, Eric’s message to me was getting the bankers to think. And think & DO! Digital banking is here, and it is growing fast. Eric shared with us that there is no shortage of essential players to be aware of, and more importantly, understand what they are doing to disrupt the traditional banking model."

Mark Anderson, Senior Vice President, Retail Strategies - HUB Financial Services
"Eric blends his passion for banking and digital strategy as a speaker that not only was relevant to me and my bank, and he did so in a fun and engaging way. It was evident by others in the audience that I was not the only one who felt this way, and his message kept me thinking well after his session was over. There's nobody else I can think of who is better at combining so many important elements into a presentation that resonates at both the C-suite and board level."

Eric Eishen, President & CEO - Sturgis Bank
"Eric always knows his audience and shares the latest trends; good, bad, or ugly, without apology. He is a storyteller and makes his presentations not only fun but interesting and educational for his audience. Upbeat, sincere, knowledgeable, and definitely worth your time."

Nancy Lindsay, Vice President of Marketing - Citizens Bank of Cheboygan
"Eric’s presentations are always can’t miss for me. His thoughts on Connection in Disconnection challenged me to think about how things have changed for not only my bank, but me personally. There are always great takeaways that we can implement immediately."

Mark Burke, President - Choice One Bank