Needs Assessment, Strategic Planning & Roadmap Development

Ensure that your current strategic plan and growth goals address serving one of the largest, fastest-growing, youngest and most financially underserved markets in the U.S. - Latinos. We begin with a focused needs assessment - interviews, current-state review, gap analysis - to understand your organization’s readiness and opportunities. Then we facilitate a customized onsite strategic planning session with your leadership team to define priority Latino target segments and set short- and long-term growth goals. Following the session, your organization receives a Latino Growth Roadmap to advance inclusion, growth and market impact. Planning sessions can also be tailored for specific departments and functions to develop customized marketing, product and community outreach strategies.

Latino Growth Segmentation

Unlock measurable growth in Latino membership—fast. Our data-driven blueprint uses a proven model to pinpoint the highest-opportunity segments in your trade area. We then recommend clear targets and tailor product, marketing and outreach strategies. Finally, we partner with your leadership in a facilitated session to translate insights into a practical action plan.

Marketing Plan Design, Customer Experience Journey & Materials Review

To effectively reach your target audiences, your marketing efforts and customer experience must be designed with your target in mind. You want to ensure your messaging, your marketing materials and your overall customer experience are not an after-thought or literal translations if you want to reach Spanish-speaking audiences. We will review your marketing strategy and your customer experience journey to provide best practices and guidance on culturally-relevant strategies tailored to your target market segment. This includes, but is not limited to reviewing your customer journey maps, website, social media presence, advertising, marketing materials, community outreach materials and media communications.

Product & Service Design, Review & Recommendations

Whether you want to introduce new products and services specifically designed for Latino consumers or you want to ensure your existing products and services are inclusive of the Latino market, our product review and best practice recommendations will ensure your product design and delivery is culturally-relevant for your target demographic. We have specific expertise with financial products and services including the following:

• savings and checking accounts (individual and business)

• lifestyle loans

• immigration and/or citizenship loans

• credit-builder loans

• Individual Taxpayer Identification Numbers (ITINs)

• mobile banking

• small business loans

• tanda-like solutions (informal lending circles)

• financial education programs

Community Outreach Plan Design

Grassroots outreach such as developing community partnerships, increasing your presence in the community and investing in the community is vital to establishing trust with underserved populations. Receive culturally-relevant recommendations and best practice guidance on relevant outreach activities and implementation tactics to ensure your efforts will resonate with your target markets, integrate with your marketing and product strategies and help advance your organization’s growth goals.

Leadership & Staff Training

Gain a better understanding of the Latino consumer and learn culturally-relevant inclusion strategies to better serve the market through our leadership and staff training. Our trainings are customized to your audience of choice, whether that’s your board of directors, senior management, all staff or specific departmental staff. Trainings can be facilitated in person, remotely and/or in Spanish as needed. Topic examples include:

• the Latino market opportunity

• understanding the immigration process for new immigrants

• serving unbanked Latino markets

• customer and member engagement strategies for unbanked consumers (English and Spanish)

• Spanish financial terminology for customer/member facing staff (Spanish)

• cultural immersion experiences

Leadership & Business Coaching

Our leadership and business coaching helps executives, emerging leaders and business owners accelerate results through personalized 1:1 sessions, a focused kick-off assessment and a tailored plan with practical guidance and tools. We build strategic clarity, decision-making, communication and team leadership while strengthening execution habits and accountability. Depending on your goals, we offer sprint or longer-term engagements with light support between sessions. Expect to leave with a tool belt of practical resources, stronger leadership skills and sharper decision-making.

Special Projects

• Establishing internal bilingual advisory groups and external community advisory groups

• Facilitating Bilingual/Spanish focus groups

• Speaking engagements including key note presentations, conference breakout sessions and workshops

• More…