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Financial Services Advisory

Today’s financial institutions are facing difficulties in maintaining revenue growth and returns on capital. Add regulatory compliance and technological changes and you’ll quickly realize how much financial services consulting can help.

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Results Generated by Cultivate Clients

At Cultivate Advisors, we help our financial clients navigate common challenges and improve performance in this fast-paced environment. We’ve outlined some specific examples of how we’ve helped below.

43%

Average Top Line Revenue Growth for Cultivate Clients

65%

Average Bottom-Line Profit Growth for Cultivate Clients

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I've had the pleasure to work with a few different advisors at Cultivate. I worked with Colin Bowman for about a 9 month period and the amount of value he was able to provide to the company and to the direction of the business was amazing. Unfortunately, due to financial reasons, we had to pause our working relationship. However, a few months later I was in need of some additional advisory work for my own business and I reached back out to Colin for some assistance. He was able to connect me with another advisor in the Cultivate community, Ogi Grba. The time spent working with Ogi has been beyond invaluable - he has helped guide us as we pivoted our business model and has been a phenomenal sounding board for early stage founders (like myself). Additionally, we have been able to tap into his resources for additional technology development resources, legal support and has been great about connecting us with a variety of other individuals within our businesses industry. I cannot say enough good things about working with both Colin in the past and now with Ogi. Our business would not be where it's at today if we were not working with the Cultivate group.

Nathan Parkins

We started working with Cultivate Advisors in 2019, with our advisor. Hayden Fulstone. I cannot say enough positive things about Hayden and Cultivate! If I could give 10 stars, I would. Hayden has helped us expand our business into a multi-national brand. He's supported and guided us in everything we've aimed to accomplish, equipping us with the right tools and knowledge to be able to raise capital, create super pro financial models, marketing and social media plans, and learning the ins and outs of product development and distribution. We've met so many other founders and super talented entrepreneurs through Cultivate's "Catapult" virtual conference, who we've been able to learn from as well as call friends.I can honestly say we would not be where we are today without the support and guidance of Hayden and Cultivate. Worth every penny, and more. We look forward to every session! Thank you Hayden, thank you Cultivate!

Gabrielle Mustapich

I have had the opportunity and pleasure to work with Kyle Werych at Cultivate Advisors. I was very impressed on how quickly he understood our business and helped us find solutions to issues we had in our company for months if not years. He truly brought value to our company. Kyle is insightful, honest and has your back. I have seen a lot of "consultants" in my 20 plus years as a business owner but Kyle and his team are some of the best I have worked with.

Cassandra Bushkie

How Our Advisory Solutions Help Transform Financial Services Institutions

As one of the top financial services consulting firms, we’re well-versed in helping our clients through regulatory concerns, restructuring, performance improvement, transaction advisory, disputes, litigation, valuation, and so much more. Allow us to help you create a practical action plan to sustainably improve performance.

01

Customer Experience

Regarding customer experience, the first step in our financial services strategy consulting involves gaining a better understanding of what your customers care about the most. We then help employees to deliver a better overall experience on your company’s behalf, resulting in more loyal customers.

02

Organizational Enhancement

The way in which your business is currently operating might not be the best operating model. We can help you transition through operational model redesigns that will set you up for sustainable company growth.

03

Navigating Risks & Regulations

The threat of risks and missed regulations are constantly looming in the financial services industry. We can help you research, identify and mitigate risks to give you a leg up on your competitors.

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Industry benefits
Industry benefits

Who Can Benefit from Our Financial Services Advising Solutions?

Insurance
Banking
Private Equity Services

Our Financial Services Advisory Experts

Our experienced team doesn’t only have relevant financial services industry experience, but we also understand what it’s like to be a business owner. We have worked with companies in over 140 industries and we understand what it means to differentiate yourself from the competition.

Meet our Advisors
Angi Semler Welch

Angi Semler Welch

Cohort Leader | Partner

Sanibel,FL

Elisa Au

Elisa Au

Senior Business Advisor

Chicago, IL

Greg Maddox

Greg Maddox

Senior Business Advisor

Chicago, IL

Morgan Ciani

Morgan Ciani

Cohort Leader | Partner

Chicago, IL

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Leader 2

Our Unique Advisory Methodology

Our team is highly experienced in financial services consulting as we’ve worked across nearly every sector of financial services. We pride ourselves on working alongside you, getting to know your team and your business so we can treat your success like our own. Regardless of our goals, we’ll help you develop a clear and actionable plan while monitoring your performance.

Learn More About The Cultivate Methodology
Our Unique Advisory Methodology
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Let’s Grow Your Business Together!

Are you ready to learn more about our financial services consulting? Simply get in touch with our team as soon as you’re ready to move forward, we’re here to help!

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Get Useful Insights from our Advisory Team in the Financial Services Industry

For all of the latest news and information on the financial services industry, make sure to explore our free resources including blog posts, toolkits, and webinars below.

10 Things that Led to Massive Growth in my Business
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10 Things that Led to Massive Growth in my Business

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Creating a Sense of Urgency for your Product or Service

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