Strategic Transition Recent leadership change with the President Doug Kumm stepping down creates an opportunity to engage on continuity planning, succession strategy, and ongoing risk management discussions for client banks seeking stable partnerships.

Risk Management Expertise The Baker Group’s core competence in interest rate risk and investment portfolio management for community banks positions it to upsell enhanced risk analytics, stress testing, and customized hedging solutions to mid-market banks looking to optimize balance sheet risk.

Full-Service Approach Emphasize the value of total resource integration across software solutions and advisory services to deliver one-stop investment and risk management, appealing to banks seeking simplified vendor management and integrated workflows.

Growth Readiness With revenue in the 100–250 million range and an established national client base, there is potential to expand into larger regional banks that require scalable risk management platforms and advisory help during market volatility.

Technology Footprint Leverage existing tech stack familiarity (Open Graph, Cloudflare, Google Analytics, etc.) to propose modernized reporting, data integration, and portfolio analytics enhancements that integrate with client IT environments and improve decision speed.