who we are
Our team is a unique group of experienced innovators consisting of Executives, Principals, Associates and Alliance Partners with extensive track records of people centric strategic and operational successes locally and globally in all aspects of consumer and commercial financial services. Learn more
Where Eagles Soar provides real expertise to enhance the performance of your financial organization.
Where Eagles Soar works in partnership with your organization to;
- Uncover hidden costs
- Increase sales and revenue opportunities
- Increase level of customer engagement and satisfaction
- Understand and leverage your distribution channels
Blog:
The Eagles Nest
- Mentoring Pat Palmer 13-Feb-2019
- Digital Loyalty Pat Palmer 01-Feb-2019
- Listening to Youth Pat Palmer 30-Jan-2019
- Complaint Handling Pat Palmer 29-Jan-2019
- Seniors At Risk Pat Palmer 24-Jan-2019
testimonials
"Where Eagles Soar has a wealth of practical, down to earth experience both in tactical and strategic issues facing the retail banking industry. Very service oriented firm and a pleasure to work with.”
Rob Pitfield
Executive Vice President, Bank of Nova Scotia
Toronto, Ontario
I wish to express my sincere appreciation for the efficient and professional manner that you handled the results of our employee opinion survey. The majority of the Board feels that the process was fair and unbiased, as well as helpful to all concerned. As new Board chair, I look forward to the challenges outlined in your excellent presentation. Again, on behalf of the City Credit Union Board, my sincere thanks.
Huey P. May
Chairman of the Board, City Credit Union
Dallas, Texas
Pat Palmer and the WESI group have been a great resource for Redwood Credit Union. I will never forget the first meeting I had with Pat and Judy. I walked out of the meeting feeling energized from such a powerful conversation. Since that day I have used WESI to help me in different situations when I needed to think out of the box regarding an issue. Most recently they came in and helped us look at our collections process and evaluate where we could improve. They always exceed my expectations and leave me filled with new ideas and renewed energy. I consider them to be a great resource for the credit union and myself. I also consider them to be good friends!
Brett Martinez
CEO
Redwood Credit Union
Santa Rosa, California
