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.


Emotional Currency: How Clients’ Money Stories Guide Decisions

By | April 3rd, 2017|Categories: Financial|Tags: , , , , |

The evolution of how clients pursue and use the talents of an investment or financial advisor have changed dramatically over the past decade.  With the movement towards robo-advisors and the plethora of information provided by [...]

ATM 5.0: The Branch Disruptor

By | March 14th, 2017|Categories: ATM, Branch, Financial, Self Service|Tags: , , , , , , , , , , , , , , , |

Our society has evolved beyond the 9 to 5 constraints to be a consumer driven powerhouse that likes to have what it wants, in the moment it wants it. The ATM was born to fill [...]

Digital Sales Targets: Why the mystery?

By | June 9th, 2016|Categories: Financial|Tags: , , , , , , , , , , , , , , , , , |

What are your Digital Sales Targets? No one talks about it. Banks and credit unions direct the conversation to their the online servicing capabilities, but no one wants to talk about growth rates or what [...]

Do you want to save up to 20% or more in real estate costs while ensuring your brand takes center stage in the marketplace?

We have the solution that is:

  • Cost Effective

  • Creates a Brand Billboard

  • Rapid Market Deployment/Relocation

  • Flexible Design for the Future

We can help you transform your customer experience from the brick and mortar to an integrated clicks into bricks strategy.

Branch 2020 transforms your branch from a servicing outlet to a sales centric experience.

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