About us

The goal of FI Strategies, LLC is to assist our bank and credit union clients to improve their overall results, often through strategic planning and improving their sales and service processes. Each client is unique so our solutions for each client are also unique.

Our approach to solution development is deliberate and detailed. We firmly believe in aiming before we fire! Through various analytic steps we begin by gaining a thorough understanding of your organization and, then craft the solution with you that has the greatest likelihood of complete success.

We do not have a lineup of expensive proprietary tools that we sell. Instead, we reply on our vast experience in your industry as well as partnering with a number of leading financial institution consultants and vendors. This approach allows us to provide you with “best of breed” solutions, and in many cases, several choices for solutions.