About Us
Who We Are
Creating a competitive advantage has never been more challenging. Competition, technology, compliance, customer expectations and a complex assortment of challenges face financial institutions today. Every challenge presents an opportunity to create new environments within your organization – casting aside traditional banking confines and ushering in a spirited business atmosphere. Leadership teams must face the need for this change in order to ensure the long-term viability of their institutions.
Cross Financial, founded in 1993 with a single focus on financial institutions, is an innovative, service-minded firm, committed to giving our clients a competitive edge. You do not need to be among the country’s largest financial organizations to incorporate the same sales, marketing and management practices that make those firms successful.
What We Do
Helping financial institutions gain a competitive advantage. This was our goal when Cross Financial first opened its doors, and it’s what drives us today. This single focus allows us to grow our expertise, explore innovative solutions, and offer a high level of service to our clients. Every institution we serve, regardless of size, will benefit from our proven strategic planning, research, sales, and marketing management resources.
How We Work
Our approach is focused on results, supported by experience, and driven by ideas. We listen first, to gain a full understanding of where our clients have been and where they want to go. Then we analyze their specific market conditions and work alongside their professionals to identify opportunities, create a well thought out plan, and pursue greater success based on their individual needs and goals. Taking a thorough approach leads to creating the right plan the first time. Ultimately, we bring together strategic thinking and an action-oriented process to help our clients evolve and remain successful in an ever-changing and highly competitive landscape.
We firmly believe innovation, imagination, perspective and experience are the underlying advantages that give our solutions their results-oriented edge. And a commitment to consistency and continuity give them the durability necessary for long-term success.
Years in the Making
Cross Financial's brand reflects our commitment to connecting experience-backed processes with custom, results-focused solutions. Our logo signifies how we bridge the gap between results and success through comprehensive services that include everything from business planning and marketing to staff development and customer retention. It further supports our belief in the power of relationships, and our clients and partners will continue to see this in everything we do.
