Query Consulting Group (“Query”) provides management consulting services to financial technology firms and their Credit Union and Banking clients. The partners of Query are experienced leaders and practitioners in executive management, marketing, planning, business development and product development, with a deep and extensive knowledge of the financial services and financial technology industries.

Where We Help:

  • Customer Experience Management (CXM): Vision/Program Development & Education
  • Digital Transformation Strategy, Tactics and Implementation Planning
  • Marketing Strategy
  • Business Development Strategy
  • Data Strategy in Support of CXM and Transformation Strategy
  • Leadership Development
  • Strategic Planning

How We Help:

Raise challenging questions – by engaging senior managers and other key stakeholders we work with the client to explore the vexing issues that impede successful planning

Apply critical thinking – we use our knowledge of the market, the competition, the state of technology, and management to assess and address the client’s situation

Develop inventive solutions – we articulate answers appropriate to the client’s mission, culture, and management, and incorporate the facts of current technology, competition and customer needs.