On the Mark Strategies



We transform financial institutions by providing them customized speaking, branding, strategic planning and customer/member experience services. We use our expertise in these areas to guide financial institutions...

At On The Mark Strategies, we specialize in speaking, branding and strategic planning. You can call us consultants, but our clients think of us more as trail guides. Our experience as former credit union employees, combined with the customized programs we create in-house, enable us to lead financial institutions through the great unknown. Every financial institution is unique, and we customize every program we offer to those unique needs.

It’s really not about us at all. It’s about you and your financial institution. Our passion is helping your credit union or bank succeed. We begin with the end in mind – your goals and objectives. Then we set the course to help you get there. The people below are the trailblazers who help you navigate your journey.


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