Expanded advisory network ALM First serves more than 400 banks and credit unions nationwide, with a fiduciary, commission-free model and $70 billion in investments under management, highlighting a broad potential client base for growth and cross-sell of advisory and executive benefits services.

Executive benefits growth Recent promotions within ALM First Executive Benefits and ongoing leadership expansion indicate a strategic focus on sophisticated benefit design and consultancy for financial institutions, presenting opportunities to upsell advanced plan design, implementation, and ongoing support.

M&A expansion Recent collaboration with M&A Leadership Council and the acquisition of Financial Management Services, Inc. signal a push into M&A advisory capabilities for credit unions and banks, suggesting demand for integrated transaction services and advisory partnerships.

Technology enablement A tech stack including Salesforce, 6sense, Pardot and Microsoft SQL Server shows a data-driven, CRM-led approach to client acquisition and relationship management, offering opportunities to propose enhanced analytics, segmentation, and automation services.

Strategic deposits growth ALM First advised Landmark Credit Union on a significant branch acquisition that added over $30M in deposits, underscoring its role in growth transactions and potential to pursue additional advisory engagements around M&A, treasury management, and deposit growth strategies.