First Business Bank

Bank Consulting

Focusing on the needs of financial institutions and their leaders, we specialize in balance sheet management, ALM modeling, and consulting. This dedication enables us to better understand and support your success.
people looking at charts on a computer

Financial Institutions Are Businesses, Too

Banking is a complex business. Whether you’re executing an investment portfolio strategy or looking for asset liability management (ALM) expertise, the Bank Consulting team within First Business Bank can help.

By making informed investment and ALM decisions for your institution, you ensure you and your customers are set up for success — today and every day moving forward.

Position Your Bank For The Future

Achieve success by choosing an experienced partner who meets the needs of financial institutions and the people who run them.

Investment Portfolio Services

Access experts who have experience managing investment portfolios for banks during various rate cycles.

Asset Liability Management (ALM)

Identify interest rate risk and access comprehensive ALM modeling to improve strategy implementation.

ALM Process Validation

Gain insights into your institution’s ALM processes and optimize strategic data-driven decision-making.

Notable Numbers

$3.2B

In Assets Under Advisement

100%

Satisfaction Rating

35+

Years of Experience for Each Consultant

Better Information, Better Outcomes

Success comes from asking the right questions.

Balance sheet management isn’t a cookie cutter endeavor. It takes an experienced team who knows which questions to ask to find a solution that benefits you. 

Whatever you need, we’ll help you find it. From subsidiary services to ALM reporting, our team puts your needs at the forefront and builds a customized solution that delivers.

A close-up of a magnifying glass focusing on a bar graph among various printed financial charts and graphs.

Shedding New Light on Community Banking Risks

In a thought-provoking BankBeat article Corey Chambas, CEO of First Business Bank’s parent company, challenges traditional views on banking risks. He explores credit, operational, and balance sheet risks, revealing which might cost banks more than expected.

Chambas offers insights on prudent risk management for community banks, emphasizing its importance for shareholder value and community prosperity. Contact our Bank Consulting team today to optimize your risk management strategy.

First Business Bank is very knowledgeable and responsive to our requests.
"Their Bank Consulting services have added a level of efficiency to our processes allowing us to concentrate on the bigger picture.  They promised to deliver financial information by noon on the last business day of every month and delivered!"

Todd Toppen

CFO, Partners Bank

Businessman Taking Notes

Independence Makes A Better Partner

It’s not about selling services — it’s about meeting your needs.

First Business Bank is not a broker dealer, our independent consultants have one goal: to build you a customized solution that benefits you and your customers.

That’s it. After more than thirty years, we know that putting partnership before profit is the only way both your bank and your customers achieve lasting success and financial security. 

Vast Experience

"We use the vast experience of our consulting team to provide a unique and transparent suite of products to our financial institution clients that allow them to focus on their big picture."

Bill Uelmen
President - Bank Consulting
Bill Uelmen

Stay Informed With Our Bank Consulting Resources

Get the latest insights on finance and business, published by leading financial analysts, with our articles, podcasts, and resources.
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Weekly Economic Update

The Weekly Economic Activity Report is your guide to the latest economic insights and banking trends from our seasoned Bank
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Disciplined Interest Rate Risk Management for Banking Executives

Disciplined interest rate risk management in today's complex financial environment is no longer just a best practice; it's a fundamental
Two professionals analyzing data on a laptop and printed documents, in a bright workspace.

Article

The Proactive Balance Sheet And 2024 Planning Guide for Banks

Discover key takeaways from 2023's challenges and learn expert strategies for building a proactive balance sheet in 2024.

Enhance Your Bank's Financial Performance

Our experienced bank consulting team understands your challenges and is ready when you are to optimize your bank's operations and profitability.