We have deep financial services experience.

Client engagements throughout the U.S. and international financial services markets have focused on specific trouble spots or areas of opportunity where an informed expert perspective can help our clients reach their goals more quickly.

Great Relationships Nurtured Over Time

We are proud of our team’s collective client list.  It represents a large number of successful financial services companies.

From regional to national, from traditional to cutting edge, from retail banking to electronic payment systems, our clients’ success and relationships continue to define our success.

Our professional team’s substantial portfolio in the financial services industry is enhanced by our work in a variety of other fields.

But no matter our clients’ differences, they hold in common these traits; they know their business, demand quality and place a high value on long-term relationships.

We do too.

  • Atlantic Coast Bank
  • Bank Independent
  • Banco Popular
  • Barnett Banks
  • Cal Fed
  • Cathay Bank
  • Commerce Bank
  • C&S National Bank
  • Educators Employees Credit Union
  • First National Bank of Atlanta
  • Flagstar Bank
  • Girard Bank
  • Machias Savings Bank
  • M&I Bank
  • Mellon Bank
  • Midlantic Bank
  • One Valley Bank
  • Ozaukee Bank
  • PNC
  • Provident Bank
  • Security First Network Bank
  • SunTrust
  • Texas Commerce Bank
  • The Peachtree Bank
  • APIA Wealth Management (Albania)
  • Banco de Galicia  (Argentina)
  • Banco del Peru (Peru)
  • Banco Popular Dominicano (Dominican Republic)
  • Canada Trust (Canada)
  • Fininvest (Brazil)
  • Santander (Mexico)
  • Scotiabank (Canada)
  • Unibanco (Brazil)
  • American Express
  • BP
  • Discover
  • EPS
  • Ford Motor
  • New York MTA/NYCTA
  • VISA
  • Vanco Payment Solutions
  • Vital Processing Systems

Case Studies & Testimonials

High-Performance Culture Roadmap

Multi-Channel Delivery System

Asian-American Bank / Retail Banking Roadmap

Hispanic Market Expansion Business Plan

Database Marketing Review & Implementation Plan

Brand Development to Support Entry Into New Markets

Online Channels Strategic Business Plan

Alternate Delivery Systems, Internet Banking

Alternative Delivery Systems, Decision Support System

Alternative Delivery Systems, Telephone Banking

Retail Banking Fee Income and Expense Efficiency Project

Service Delivery/Customer Experience

Cross Training for Delivery of Products

We are very proud of our successful working relationships with our clients who operate in all sectors of the financial services industry.

Align has handled a wide range of engagements for financial institutions and payment companies in the U.S., Canada, Central America, Latin America and Europe. Our proven track record of helping our clients achieve the outcomes they’re seeking is founded on the extensive experience and expertise of professionals on our team. Our team members have managed a wide range of functional areas at all levels of management within the financial services industry.

Melding experienced executives with innovative and action-oriented managers makes Align uniquely qualified to assist community banks in diverse market situations.  Our clients tell us that our team members provide recommendations that are supported with a practical understanding of the complex issues facing our rapidly-transforming industry.


Align brought in “… a team of talented and experienced bankers that walked us through a soup to nuts review of our programs and strategies. The consult left us with a finished product that we still refer to three years later. We were looking for ways to take our top performing bank to the next level of service and growth. Align helped us do just that.”

— Jim Donnelly, Executive Vice President, Machias Savings Bank


“We have used Align for a number of different projects. Chuck has shown himself to be a consummate professional, extremely knowledgeable, and quick to respond. He takes the time to get to know the business and the people before presenting varied solutions tailored to company goals and objectives. Chuck has delivered high quality results and I wouldn’t hesitate to recommend him to other organizations.”

— Sue Jacobson, Senior Vice President, Guaranty Bank


Align is “… a company of a highly seasoned financial consultants who work with community banks to improve their business results. Chuck brings many years of industry experience and brings a fresh perspective on what can be done different or better to improve results.”

— Chris Lyford, Senior Operations Officer, Machias Savings Bank


Our clients tell us that what makes us different is…


“Align employs a market-driven approach, to ensure decision-making is based on marketplace perspectives.”

“Your company is completely objective in tactical recommendations, as you don’t hold a vested interest in downstream implementation of services such as training or IT solutions.”

“The Align team members bring a broad diverse set of skills to the table, including classic commercial banking, strategic consulting, strategic marketing planning and product management skills.”

“Your folks are uniquely experienced.  The professionals have successfully launched, positioned and repositioned dozens of financial services companies, across consumer and commercial banking products, payment systems, and international markets.”

“Your company uses a collaborative approach that streamlines project timelines, facilitates internal buy-in and results in skills transference.”

“Align operates more efficiently resulting in one of the strongest value propositions in the industry.”