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Compass Consulting (FKA IBDG Solutions) helps Community Banks, Regional Banks, and Credit Unions realize their Financial Advice platforms' full potential and gain a competitive advantage through Metrics-Driven Strategic Ideation and Operations Consulting. Our senior professionals have top-tier educations, have indirectly or directly served financial institutions in varying capacities for decades, and understand the dynamics and complexities of high-growth, mature firms. Eric Armstrong has personally overseen the completion of over 600 industry-specific projects spanning nearly three decades and accumulated benchmarking data from top tier financial companies in several sectors.
If your Bank or Credit Union wants to create a financial advice platform or is looking to increase overall profitability, client retention, employee retention and achieve breakthrough performance in your existing advice platform, we can help. Our team of experts will deliver strategies, assist in implementing solutions and ensure exceptional results.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Carlsbad, Ca 92010, Us
- Industry
- Business Consulting And Services
- Website
- https://compassconsulting.com/
- Keywords
- Financial Advice, Consulting, Wealth Management, Financial Institutions, Credit Unions, Banks, Private Banking, Wealth Advisor, Trust Services, Estate Planning, Retirement Planning, Commercial Banks.
- HQ
- Carlsbad, CA
Compass Consulting Questions
Compass Consulting's website is https://compassconsulting.com/
Compass Consulting's LinkedIn profile is https://www.linkedin.com/company/compass-consulting1
Compass Consulting has
7 employees.
View email and phone details for 7
employees at Compass Consulting.
Compass Consulting's industry is
Business Consulting and Services
Compass Consulting's top competitors are
Mb Capital Ventures,
Addison Group,
Praestans Global Advisors,
Innovative Capital Corporation,
Dynamic Space Solutions, Inc.,
Pacific Planning Group, Inc.,
Silverlink Funding,
Ethos Asset Management Inc.,
Dayle Mcintosh Center For The Disabled (Dmc),
Thirdpath.
Compass Consulting's categories are Business Consulting and Services
Compass Consulting's founding year is 2020
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Top Compass Consulting Employees
-
Mary Petersen
Project Coordinator At Compass…
Carlsbad, California, United States, United States -
Chad McLean
Sales & Executive Leader | Business…
Knoxville, Tennessee, United States, United States3compucom.com, ge.com, sohochampagne.com -
Eric Armstrong
Co-Founder, Partner @ Compass…
Carlsbad, California, United States, United States3armstrongfinancialgroup.com, novumgroup.com, armstrongfinancialgroup.com2 +176094XXXXX
-
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