Understanding - Focus - Execution - Results





Align Financial Services Partners (FSP) provides a "resource pool" of experienced organizations offering different products and services that can assist Align FSC clients in translating strategic business plans into action at every stage of our strategic continuum -- understanding, focus and execution.


There are no vendor alliances influencing our recommendations - Align FSC maintains a strict-vendor neutral advisory approach and does not receive compensation should a client decide to engage with an Align FSP organization.


Our affiliation with these organizations is designed to help our clients efficiently and effectively achieve their desired results. 







Board Advisory, LLC is an independent consulting firm composed of senior-level consultants, each bringing to the firm a unique set of skills and experiences to help boards of directors fulfill their fundamental responsibility to select, reward and retain appropriate quality management.  Our consulting specialties include executive compensation, succession planning, and leadership assessment & development.  In addition, we have extensive backgrounds developing incentive compensation plans, executive employment arrangements including terms of termination, change of control protections, and executive capital accumulation programs.  We understand the accounting, behavioral, economic, investor relations, regulatory (i.e., SEC, SOX, TARP etc.) and tax aspects of incentives and employment terms and help clients anticipate and optimize decisions in light of these factors.  

For more information, visit www.board-advisory.com/financial


Read Board Advisory's Company Profile and Financial Services Capabilities





Dynamic Marketing Systems (DMS) is a provider of Web-enabled marketing resource management solutions and is based in Norcross, Georgia. DMS's marketing resource management platforms provide centralized management of sales and marketing content, streamline marketing design, production and printing processes and support personalization of marketing content for individual business units or customers.


The Dynamic Marketing Center is the company's enterprise marketing resource platform for organizations with large sales forces and distribution channels. The Dynamic Marketing Center is the first sustainable marketing communications platform providing workforce efficiency, energy and carbon reduction and a cost savings strategy for printed materials. A Dynamic Marketing Center also supports ISO 14001, the specification for environmental management systems (EMS) developed by the International Standards Organization www.iso.org.


For more information, visit www.dymasys.com.





Pelmetta Perfomrance Solutions, Inc (PPSS) is a premier sales and service performance improvement consultancy.  The goal of the PPS solution is to help our clients create deep relationships with profitable, delighted lifetime clients, leading to improved growth and revenues.


PPS has performance improvement initiatives for all areas of the bank, including:


  • Retail
  • Commercial
  • Small Business
  • Trust and Investment
  • Treasury
  • Cash Management
  • Back Office and Support Personnel
For more information, visit http://financialsellingsystems.com.





SYNERGISTICS RESEARCH CORPORATION, based in Atlanta, Georgia, is the leading provider of multi-client consumer and small business market research for the financial services industry. We specialize in the financial services industry and our clients benefit from the staff's extensive experience in the areas of practical banking, financial services research and consulting. Our expertise encompasses retail delivery systems, card services, transaction accounts, savings and investments, insurance, credit products, sales and services issues and the small business market. SYNERGISTICS is a nationally recognized leader in identifying leading-edge issues and emerging trends and in making on-target predictions for the financial services industry.

Our shared-cost syndicated research represents a cost-effective and time efficient way to obtain surrent survey research data, interpretation and strategic analysis.  SYNERGISTICS provides an essential complement to your in-house resources. Because research is only a means to an end, SYNERGISTICS goes far beyond data analysis. As consultants, we also turn data into recommendations based on our opinion, experience and perceptive insights. The end product is an action-oriented strategic plan with practical solutions and realistic strategies to help you market competitive and profitable financial services.

To meet the various needs of the industry, research results are offered in several forms, ranging from large comprehensive projects to concisely targeted reports. In addition, we also assist clients in proprietary research studies -- from developing questionnaires, managing data collection and analyzing results to developing strategic recommendations. Our custom research can assist clients with product design, positioning strategies, identifying target markets and optimizing delivery systems.

SYNERGISTICS was formed in 1981 by William O. Adcock, Jr. and Anne Morgan Moore, well-known and respected financial researchers.

For more information, visit www.synergisticsresearch.com.





TalentQuest has been strengthening organizational performance and advancing leadership for more than 35 years by blending the art of consulting with the science of technology.  Our consultants and organizational psychologists deliver fully integrated Human Capital Management consulting and Talent Management solutions that span the entire employee lifecycle - from talent selection to leadership succession - enabling organizations to maximize the value of their investment in people.

TalentQuest for Financial Services, a Web-based talent management system, addresses the unique needs of companies in the financial service sector. Working with industry experts, TalentQuest has created Job Descriptions, Peak Performaner Profiles and Competency Models for 45 of the most commonly found positions in financial institutions.

TalentQuest is based in Atlanta and has offices in Birmingham, Seattle and Tampa.

For more information, visit www.talentquest.com.




Verde International was created to provide on-going strategic planning resources and guidance across the business enterprise at product and local-market location, all at a fraction of the cost of traditional strategic consulting.

Verde Advisors is the result of over 30 years of combined dynamic financial expertise.  From the big bank players to the local leaders, the financial professionals at Verde have experienced it all. So you can be sure they know what they're talking about and not making it up as they go along.

Verde is more than just a group of consultants, though. Our business is built on a solid foundation of data and state-of-the-art data tools. In fact, our proprietary modeling and analysis tools track nearly 20,000 financial institutions and over 100,000 financial institution locations.

Add it all up and it means we can deliver innovative products to you that are maintained and refined by some of the best people in the business. 

For more information, visit verdeadvisor.com.