About Capital Performance Group

Capital Performance Group, founded in 2001, is a management consulting firm that provides advisory, planning, analytic, and project management services to the financial services industry.

We provide value to our clients by delivering proven solutions to critical business issues, empowering decision-makers with relevant, concise, well-organized information, and engineering work practices to drive efficiencies and productivity.

CPG is unlike any other consulting firm. We partner with our clients and form lasting relationships. We know the financial services industry inside and out. We are dedicated to helping our clients succeed in this highly competitive and regulated industry.

Experience — We are industry veterans. Our full-time professionals and consulting associate team members average over 20 years of experience in the financial services industry as practitioners and consultants.

Focus — We are financial services industry specialists. The financial services industry is and will remain our firm’s only focus. We have broad and deep experience in developing strategies and management tools and in implementing programs for financial institutions, financial networks, and vendors to the industry.

Expertise — Our specialties include strategic planning, marketing, finance, distribution planning, systems and operations, and risk management. Our line-of-business experience includes all aspects of consumer, small business, commercial, wealth management and mortgage banking; payment services; capital markets functions; and online and automated solutions.

Data Analytics — We have developed templates, analytical tools, audit processes, facilitation methodologies and report packages that can be readily used so that we focus our time on interpreting results, driving decisions, and helping you to build the Bank’s strategy.

Download our latest Firm Information Brochure.

CPG is again partnering with the American Banker to rank the top performing banks. We rank the top performing public community banks in the May issue, mid-tier banks and thrifts ($2B-$10B) in the June issue and large banks and thrifts ($10B-$50B) in the August issue. A subscription is required to view the full articles in American Banker.


Deluxe Exchange 2018, February 5-7, 2018 in Boca Raton, Fl. CPG’s Mary Beth Sullivan to present “Onboarding New Customers to Maximize Engagement and Build Relationships”.