Digital Vision Banking-Plan for tomorrow today!
Innovating Your Financial Future
Digital Vision Banking-Plan for tomorrow today!
Digital Vision Banking-Plan for tomorrow today!
Digital Vision Banking-Plan for tomorrow today!
Strategy - Digital Banking - AI Readiness - Deposit Growth - Customer Acquisition
We help community banks and credit unions modernize their digital capabilities, improve customer acquisition/experiences, increase deposits, and execute technology initiatives with confidence.
Built from experience- not theory.
-Built a digital bank from concept to launch
- Generated $20M in deposits during Year One
- Hands-on implementation experience
- Featured recognition by American Banker & ICBA
-Trusted by banks nationwide
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At DIGITAL VISION BANKING, our mission is to help businesses thrive. We do this by providing comprehensive consulting & advisory services that are tailored to the unique needs of each client. Our team is committed to delivering top-notch results that exceed expectations.
What sets us apart is our practical first-hand experience approach to digital innovation.
We've actually done the work - not just advised on it.

Many banks in particular smaller community banks & credit unions struggle with making the move to digital to stay competitive.
Why it Matters...
- Changing customer expectations and pressures from larger FI's, FinTechs & Large Tech/Retail are squeezing growth
- Aging customer bases and the "Great Transfer of Wealth" are shifting the demogra
Many banks in particular smaller community banks & credit unions struggle with making the move to digital to stay competitive.
Why it Matters...
- Changing customer expectations and pressures from larger FI's, FinTechs & Large Tech/Retail are squeezing growth
- Aging customer bases and the "Great Transfer of Wealth" are shifting the demographic of the primary customer
- Elevated need to innovate legacy systems and enhance product & CX experiences
This is where Digital Vision Banking can be a trusted partner to help clear the way to fulfilling your digital innovation journey.

Results We've Delivered:
- By formulating the right digital strategy tailored for your bank or credit union
- Providing in-depth due-diligence programs for technology & vendor selections
- We can reduce the implementation cycles & improve digital innovation efficiencies
- National customer acquisition expansion
- We have the expertise to walk
Results We've Delivered:
- By formulating the right digital strategy tailored for your bank or credit union
- Providing in-depth due-diligence programs for technology & vendor selections
- We can reduce the implementation cycles & improve digital innovation efficiencies
- National customer acquisition expansion
- We have the expertise to walk with you step-by-step in building your scalable digital strategies platform

By Guiding you and your team with:
- Digital innovation development/strategy
- Project Management/Implementation
- Improved FinTech partner evaluation & selection
- Product/Go-To-Market Development
- Digital advertising/Branding
- Key Client Acquisition
- Digital innovation
- Enhanced customer/member experiences

Experience in the full-scale buildout and launch of Monesty, a digital bank division of a small community bank, I led from concept to operations as part of their next phase growth strategy under a new brand and identity. Project lead with duties encompassing all project development/management, from vision and concept strategy to platform build-out, technology implementation, testing, successful launch, and overseeing daily live operation, achieving results of $20mm in deposits in the 1st year!
Developed key industry partnerships with leading edge technology/fintech providers & marketing/branding specialists to ensure that end result product provides a superior customer experience (CX).
As a consultant and trusted resource my expertise in this role can benefit other FI's needing assistance with the development of their own digital bank launch. I am available to discuss your needs. Contact me for details.
770-235-9849.
I am actively involved in the Atlanta market with the Alpharetta Chamber as a BOD member/Ambassador, FinTech Atlanta, GBA, CBA & ICBA.
Expertise/Key Specialties:
Banking/Financial Services, Project Development/Management, Digital Banking, Security Consulting/Risk Intelligence, Property/Portfolio Management
- Digital bank development/strategy
- Project Management/Implementation
- Business & Marketing Strategy Development
- FinTech partner evaluation & selection
- Digital advertising/ Branding
- Product Development
- Key Client Acquisition
- New Company Development
- Community operations and property management
- Financial, project & staff management, & vendor
relations.
Reach out with any questions or to set up a meeting to discover the best path to achieving your digital banking goals!
For e-book access, select "Drop Us A Line" below to provide your contact information and we'll email you a copy. Thanks!
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Welcome! Check out my new e-book!
"Building Financial Resilience-The Role of Digital Banking...Strategies and Implications ...Just provide your email and we'll send you a copy!