Lisa Klingberg
Managing Partner at Inver Consulting Group
- Role
- Managing Partner at Inver Consulting Group
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Lisa Klingberg
Lisa Klingberg is co-founder and Managing Partner of Inver Consulting Group, a financial…
Experience
Managing Partner
Apr 2014 — Present · Atlanta, GA, US
OMNI Channel Consulting – helping banks and credit unions to improve self-serve adoption, increase digital sales and align the digital and physical channels. Branch 2020 – developed innovative new branch design that is cost effective, showcases brand, allows for rapid deployment and leverages a flexible design. This advancement brings the branch rollout process from 17 months down to 9 and reduces overall real estate costs by up to 30%.Branch Transformation – working closely with banks and credit unions on their Network Optimization strategies related to new market entry, repositioning existing customer touch points, and ATM placement. Creating proper branch format and flow to increase sales as well as providing comprehensive multi year plans on Consolidations/Closures and Conversions/Renovations. Technology Roadmap – partnering directly with banks and credit unions to perform high level planning process review, operational planning process review, and establishing long term investment roadmaps that provide repeatable, multi-year plans that assist with investment prioritization across all channels.
Education
University of Minnesota
B.A., Economics
1994 — 1998
University of St. Thomas - Opus College of Business
M.B.A., Finance
2000 — 2004
Skills
- Payments
- Financial Services
- Banking
- Risk Management
- Forecasting
- Executive Support
- Business Analysis
- Mentoring
- Business Process Improvement
- Strategic Planning
- Management
- Six Sigma
- Workflow Management
- Mortgage Analytics
- Staff Development
- Unregulated Energy
- Process Improvement
- Relationship Management
- Business Process
- Financial Trading
- Portfolio Management
- Strategy
- E-Commerce
- Business Technology Optimization
- Product Management
- Communication Skills
- Financial Analysis
- Leadership
- Payment Cards
- Benefits Realisation
- Program Management
- Change Management
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