“I’ve never had a bank that listens like this.”
— Advisory Group Member
“It’s clear that our ideas are fed directly into your products.”
— Advisory Group Member
“We’ve learned far more than we’ve shared.”
— Advisory Group Sponsor
“When we see our ideas turned into action at the bank, we’re motivated to bring more ideas.”
— Advisory Group Member
“We thought ‘functionality first’ but our council said ‘usability first.’ We followed their lead.”
— Advisory Group Sponsor
“Our CEO keeps asking me, “Did you run this by the advisory council?”
— Advisory Group Sponsor
“We can help you build better products.”
— Advisory Group Member
“Our CEO keeps asking me, 'Did you run this by the advisory council?'"
— Advisory Group Sponsor
“The board members are by far our best references.”
— Advisory Group Sponsor
“I feel very heard. I am engaged and willing to help create change.”
— Advisory Group Member
“These meetings are my visit to the armory – I pick up bullets to use.”
— Advisory Group Sponsor
“Our product roadmap has truly been influenced by our board.”
— Advisory Group Sponsor
“The advisory council confirmed for me that I’ve chosen the right bank.”
— Advisory Group Member
“For me it’s been self-serving. There’s a lot we didn’t know. We’ve grown 300-400%. The challenges we faced wouldn’t have been solved as smoothly. The board has given us ideas that have saved us thousands of dollars.”
— Advisory Group Member
“We want genuine customer advice before we make decisions, not after.”
— Advisory Group Sponsor
Hartsema Group Fact
In 2024, we will conduct our 200th customer advisory group meeting.
Make It Easy
Hartsema Group Research Commissioned By West Monroe Partners
West Monroe Partners reached out to The Hartsema Group to help with a package of research designed to help treasury strategists understand better what users are looking for from a banking services provider. Our methodology of choice was a rich-data acquisition strategy based on a telephone survey of treasury services users in our database of advisory group members. This insured that respondents in the survey were pre-verified to be knowledgeable users of the latest in treasury technologies.
The Hartsema Group's findings and analysis were published in print and on the Web by West Monroe Partners.
Research Published By West Monroe Partners
Selling Same-Day ACH
Doug Hartsema Offers Some Perspective On Positioning Same-Day ACH In The Market
Drawing on his years of experience in talking with advisory group members about the way they evaluate new treasury products, Doug Hartsema, our managing partner, describes how having a deeper conversation with customers and developing two-way engagement about features and benefits can accelerate acceptance of the Same Day ACH product.
Published In Hartsema Group Insights
Documenting The Impact Of Advisory Groups
The Clearing House worked with The Hartsema Group to launch their RTP Network Corporate Advisory Group in 2017. Since then, The Clearing House has incorporated the active participation from its advisory group members into the marketing and strategic development elements of the Real Time Payments (RTP) product.
In this article, Jim Colassano, Senior Vice President of Product Development and Strategy at The Clearing House, provides some detail on how he and his team have incorporated enthusiastic participation from their corporate advisory group (CAG) members into their innovative and game-changing payments system.
Written by Jim Colassano of The Clearing House
