Edge Consulting Announces Continued Growth and Completion of Significant Strategic Projects

Expansion Plans continue

​Edge Consultancy, a unique strategic advisory firm to financial institutions focused on providing proven financial institutions executives as advisors to address the industry’s most important strategic issues, resulting in better outcomes and performance, announced the completion of several significant strategic projects and plans for continued expansion.

The firm’s unique advisory model brings together hundreds of years of executive experience to serve clients by providing outstanding former CEO’s, CIO, and other top executives who have proven track records for solving the most complicated industry issues as operators, has caught the attention of the industry by completing mandates in a variety of areas across the financial institution.

“Our team now includes 14 exceptional consultants recruited from both the executive suites of high performance credit unions, banks, top professional advisory firms and the vendor community” said Kirk Kordeleski, Managing Director of Edge Consultancy.  He continued, “We understand the complicated world our clients compete in and we are experts at supporting their organization through difficult challenges or unique opportunities. We provide the research, the strategy, planning and the execution they need to be successful.  I think they really appreciate that they are sitting across the table from someone who has been in their shoes.”

Recently completed strategic projects highlight the depth and breadth of Edge’s capabilities:

  • Lending related Projects
    • Business and Commercial services development and expansion
    • Mortgage operations improvements and automation
    • Consumer loan analysis, automation and pricing strategies
    • Marketplace lending strategies and implementation
    • Medallion lending challenges and strategies
  • Mergers and Acquisitions
    • Addressed difficult issues of cultural alignment and performance
    • Board governance issues
    • Integration issues around personnel, planning and technology
    • Technology integration assessment
  • Shared Services and CUSO Development
    • Advised on the design and governance of shared services and CUSO development
    • Recommended approach on technology selection process, governance and implementation
    • Consulted on technology build, back room operations and data analytics CUSOs
  • Risk Strategies
    • Advised on a variety of fraud and security areas including BSA, AML, Cyber, fraud and related technology
    • Capabilities include a wide range of fraud, and crime related areas

“It’s really exciting to see the market recognize the value of providing the best and most comprehensive set of proven executives as consultants.  Our consultants know what it’s like to be in their chair because most of us have spent our careers as executives at financial institutions just like theirs and faced many of the same issues,” said Juli Anne Lawrence, Edge Consultancy Board Member.

Edge continues to expand into other areas such as:

  • Cultural Alignment
  • Expense Management
  • Technology Projects (system searches, digital, mobile and BI)
  • Strategic Planning and Facilitation
  • Growth Strategies

Donnie Price a key member of the Edge Team said, “it’s very rewarding to work with former peers at respected financial institutions and help them address critical strategic issues.  All the years as an executive myself, allows me and the other consultants to share unique insights and perspectives to navigate a very interesting time for community financial institutions.  I’m proud to be a part of the Edge.”

If you are interested in a career in strategic consulting and have a proven track record as a senior member of an executive team at a progressive financial institution or you are a financial institution that could benefit from a unique perspective of a proven executive in your field, please visit our website at edgeconsultancyllc.com or contact us via email at contact@edgeconsultancyllc.com

About Edge Consultancy.  Edge Consultancy, is headquartered in Miami Beach, Florida and is the premier consulting organization created to address the most complex issues facing financial institutions today teaming with the most experienced and proven advisors in the Industry.  Their unique consultative and inclusive approach has produced powerful and measurable results. The Edge specializes in strategy, growth, technology, shared services, risk analysis and operations.  To learn more about how the Edge Consultancy can help you, go to: edgeconsultancyllc.com 

Source: Edge Consultancy LLC


Categories: Credit Unions, Consulting and Professional Services, Financial and Insurance Services, Banking, Finance, Insurance

Tags: consulting, CUSO, Donnie Price, Edge Consulting, FinTech, Juli Anne Lawrence, Kirk Kordeleski, Lending, M&A, Shared Services


About Edge Consultancy, LLC

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Edge is a professional consultancy firm offering strategic solutions to the financial services industry, focused on community banks and credit unions

Edge Consultancy, LLC
Miami, FL 33186
United States