Following are some firms we have helped:

  • LPL Financial Services
  • Riggs National Corporation
  • UVEST Financial Services
  • First Citizens National Bank
  • AGStar Financial Services
  • Provident Bank
  • BBVA Compass
  • Baylake Bank
  • Guaranty Bank
  • Sandy Spring Bank
  • Money Concepts International
  • Timberland Bank
  • Midwest Heritage Bank
  • Syndicate Financial Services Group
  • First Victoria Bank
  • New Alliance Investments Inc.
  • Charter Financial Group
  • First National Bank of Omaha
  • Essex National Securities, Inc.
  • Cal National Bank
  • Investment Planning Solutions, LLC
  • Access National Bank
  • American Bankers Association
  • Virginia Bankers Association
  • North Dakota Bankers Association
  • Minnesota Bankers Association
  • South Dakota Bankers Association
  • Traust Sollus Wealth Management, Inc.
  • SourceMedia Publications
  • Bank Midwest

Services to Help Financial Institutions Thrive

The coaching and consulting experts at Kane Carlton worked in financial institutions for decades before using their experience and highly specialized knowledge to help banks and credit unions like yours. They not only ran their respective business lines and areas of responsibility, but rose to the top of their field by understanding how each of the component parts of wealth management fit into the broader context of banking.

We sat around the executive management table, participated in loan committee and board meetings, and interfaced with deposit operations, retail banking, marketing and human resources. We responded to the challenges of integrating wealth management into the fabric of the organization.

Working with financial institutions from around the country, we never stop learning about the myriad of nuances associated with successfully fulfilling client and business needs in this exciting industry.

With our clients we have developed strategic plans and processes for implementing those plans, as well as aiding in project management and other initiatives requiring organization and attention. Our objective and comprehensive services for financial institutions include: