First Business Bank

Bank Consulting

By concentrating on meeting the needs of financial institutions and the people who run them, we’ve become experts in balance sheet management, ALM modeling, and ALM consulting. That focus helps us to get to know you and your institution and dedicate more resources to helping you achieve 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

$2B

In Assets Under Advisement

100%

Satisfaction Rating

30+

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.

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.
weekly econ update

Article

Weekly Economic Update

The Weekly Economic Activity Report is your guide to the latest economic insights and banking trends from our seasoned Bank
bank consulting podcast

Podcast

Outsourcing Your Bank's Asset Liability Management (ALM) & Investment Portfolio

To thrive, banks need professionals with specialized financial expertise, such as balance sheet management and Asset Liability Management (ALM). While
Person using an iPad

Article

Outsourcing Drives Efficiency at Financial Institutions

A common theme among bank leaders has always been to improve efficiency thereby improving profitability.

A Better Bank Consulting Partner

Better banking is possible with an experienced partner on your side.