Verdi & Company is a consulting firm dedicated to helping financial institutions and public utilities optimize the value of their distribution channels and networks.


Since 1990, the Verdi & Company team has worked with the senior management at hundreds of banks, credit unions and utilities across the country to answer some of their most critical strategic questions, including:


  • What is the optimal mix of channels and delivery points we should offer given our financial goals, marketing opportunities and competition?
  • How should these channels and delivery points be customized to the needs of their markets and customer segments?
  • How should my transaction deposit accounts be structured for both profitability and customer retention?
  • Which geographic markets and customer segments present the greatest potential for profitable growth, and how can we leverage our channel strategy to capture these opportunities?
  • Where are there redundancies and inefficiencies in our branch network, and what are the best strategies to align our channel investments with market potential?
  • How can we leverage delivery system technology to increase productivity, reduce costs and increase market share?
  • How is our customer base migrating from traditional branch locations to self-service channels, and how does their demand for self-service impact our strategy?
  • What is the optimal strategy to integrate acquired branches and channels into our network?
  • Which competitive networks or delivery points should we consider as acquisition targets?

To answer these questions, Verdi & Company integrates a wide array of disciplines, including economic geography, database development, geographic information systems, marketing, strategic planning, marketing research, retail management and financial analysis.


Our solutions are customized to the needs of each client – we do not adhere to the belief that the unique needs of our clients can be satisfied with a pre-programmed approach. This means that we spend a lot of time in the field understanding what makes each location and micro-market unique. We also get to know people at all levels of a client's organization, to completely understand their priorities, processes, perceptions and concerns.


We also bring a rigorous financial methodology to our work. Every recommendation is evaluated in terms of its 5-year and 20-year net-present-value and return on investment, and quantified in terms of expected impact on shareholder ROE.


Through our combination of disciplines and our "high-touch" approach to understanding client needs and local market opportunities, we can be confident that our recommendations will not only fit the unique needs of the organization, but that they can also be implemented and their objectives achieved.


Verdi & Company has a staff of eleven professionals and is located in Buffalo, New York.