Bank Services

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Properly understand and quantify all external factors contributing to the growth of your cannabis program. 

In coordination with sales, marketing, compliance/risk, and operations, we will create a plan that identifies how your institution fits into the cannabis landscape and develop a growth model that aligns with your board's expectations.

After the strategic plan is completed, we will provide you with an analysis of your program, identifying strengths, areas for improvement, future opportunities, and internal/external threats that could impede its growth and stability.

In conjunction with your team, we will create an accurate, obtainable, and sustainable financial model.

Learn how to connect and sell to cannabis industry operators.

Create a streamlined process from application to onboarding, increasing client satisfaction, reducing the resources spent on document collection, application processing, and onboarding, and decreasing the time until deposits hit your client’s account.

Identify opportunities to grow your program.

Keep your risk assessment as up-to-date and as accurate as possible.

Create comfort within your board by discussing risk, opportunity, and more specific to your institution. Foster organizational alignment beginning with your board.

All marketing materials will be conceptualized, reviewed, and edited to ensure they speak to cannabis industry operators.

Consultation and advisory on industry-specific events and networking opportunities to inform your decision-making around best practices for cannabis industry events.

Establish a network of centers of influence (COIs) in your market(s) to bring you clients and opportunities to grow your program.

Build a lending framework that will drive growth for your program. 

Consultation and advisory on the variety of changing payment options to inform your decision-making around partners,  policies, and best practices. 

Create best practices for various AML/BSA requirements of a cannabis program, and ensure your reporting and monitoring are efficient, scalable, and competitive.