Lana Kaupert

About Lana Kaupert

We help credit unions and banks evolve and grow their branch networks. Branches are evolving quickly, and it sometimes feels impossible to keep up with shifting expectations. Branch environments are no longer just for transactions; they are curated spaces designed to build trust, reflect your brand, and create memorable and meaningful reasons for customers to visit. At La Macchia Group, we only work with financial institutions. For over 23 years, we have led client projects using a data-driven framework to define predictable paths for loan and deposit growth. A market study is customized to each client\'s key success drivers. The data drives a collaborative vision session connected to each client\'s specific strategic initiatives and unique market and growth drivers. The results speak for themselves.80% repeat clients with of successful projects completed by La Macchia Group throughout 45 states.

Experience

1. Vice President of Client Strategy

   La Macchia Group

   Jul 2023 — Present

   La Macchia Group designs and builds market-driven, brand-centered financial institutions. That\'s our specialty. Our professional team employs our signature PLAN - BRAND - DESIGN-BUILD - EVOLVE approach to create tailored solutions to meet our clients\' specific needs and exceed expectations - supporting business growth.

Education

• LCC

  Business & Marketing

  1984 — 1989

Skills

• Program Management
• Team Leadership
• B2b
• Cross-Functional Team Leadership
• Strategy
• Marketing Strategy
• Solution Selling
• Team Building
• Management
• Strategic Planning
• Sales Management
• Marketing
• Selling
• Leadership
• Salesforce.com
• Sales Process
• Project Management
• Banking
• Crm
• Customer Service
• Account Management
• Customer Relationship Management (Crm)
• New Business Development
• Negotiation
• Sales
• Business Development