Inver Consulting Group provides a holistic approach to the struggling OMNI experience in Financial Institutions. We understand the challenges with your Branch, ATM, Digital, or Call Center investment planning



With over 40 years combined experience in financial services specializing in strategy, revenue enhancement, cross channel sales, and productivity improvement we are here to help you succeed in one of the most challenging eras of banking.



We will evaluate your current branch and ATM networks to determine areas for growth, reduction or repositioning so that you can efficiently service customers, increase sales and identify key high opportunity markets.


35 Most Competitive Markets in a Rising Rate Environment

By | September 21st, 2022|Categories: Uncategorized|Tags: , , , , , , , |

The last time we had a rise in rates of this magnitude ended in 2006.  If we keep pace with the current rate hikes this cycle it will be the fastest tightening cycle in the [...]

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2021 Competitive Intensity Index

By | September 21st, 2022|Categories: Branch, Financial, Uncategorized|Tags: , , , , , |

Ranked from most competitive to least competitive. RankLocation:Tier DescriptionCompetitive Intensity Index1Cumberland, MD-WVLess than 150K                              95.142Odessa, TX150K - 250K                              95.213Carson City, NVLess than 150K                              96.124Lewiston, ID-WALess than 150K                              96.895Vineland-Bridgeton, NJ150K - 250K                              97.596Gainesville, GA150K - 250K                              [...]

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The Branch & Digital Convergence

By | November 14th, 2018|Categories: Branch, Financial|Tags: , , , , , , , |

Recently, I had the pleasure of contributing to BAI's Banking Strategies podcast.  If you want to learn more about branch and digital convergence and the evolution of the Universal Banker into the Digital Ambassador follow [...]

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See What We Can Do For You.
I worked with Tom during his tenure running Omni Channel strategy for a top ten southeast bank. We partnered with Tom and his team to implement new Digital channel enhancements and services to Online Banking, Mobile and transaction/payment processing . He was able to align partners, both internal and external, to ensure projects were completed on-time and on budget. The Digital strategy he developed and implemented led to successful execution over a multi-year timeframe and our team was treated like a valued partner versus an external vendor.
Dave Ulrich - Senior Vice President at FiServ, Inc.
Tom works with leaders to help discover the key drivers in developing and executing strategic initiatives. He has the rare experience of operating in roles ranging from finance and strategy, as well as distribution, so he is able to bring a structured approach to customer-centricity that is quit rare.
Mike Amato, President & CEO of Cimarron, Inc. Former Chief Distribution and Product Officer for Barclays UK Retail and Business Bank, as well as Global Head of Product and Distribution.
Inver came in to meet with our organization and outlined several innovative ideas to help us solidify our direction on a number of strategic initiatives, in particular increasing digital adoption. I’ve enjoyed working with Lisa on a number of projects. She brings a unique blend of strategy, finance and attention to detail to ensure everything gets completed on time and on budget. She was extremely helpful around providing guidance for multi-year planning and synching up the sequence of tactics to ensure we attain our desired objectives.
Jennifer Baker - Senior Mgr ATM & Branch Services Channels, Synovus Bank