ALCO Enablement Target HBP Analytics for ALCO process optimization services and educational workshops tailored to community banks, highlighting practical basis point optimization and cost savings tied to deposit and loan activities.

Niche Focus Leverage the small team profile (2-10 employees) to position as a flexible, hands-on partner for boutique banks seeking personalized analytics and advisory rather than large-scale consultancy.

Digital Presence Capitalize on their WordPress and Microsoft 365 tech stack to propose integrated analytics dashboards, secure data sharing, and ongoing remote advisory; emphasize low-friction onboarding and continuity.

Growth Potential Propose scalable ALCO offerings and incremental revenue strategies (fees, efficiency savings, and fee-based consulting) aligned with their stated revenue sub-$1M, presenting clear ROI projections.

Strategic Partnerships Position as a partner capable of cross-referrals with larger firms or fintechs, enabling access to broader banking networks while maintaining the agility that smaller banks value.