Strategic alliances Bank of the West operates in business consulting and services through a multi-sector firm, indicating potential for cross-sell of consulting, nonprofit development, marketing, and organizational growth services to their client base.

Affordability plus value The company emphasizes providing expert consulting at affordable rates, signaling openness to flexible engagement models, packaged solutions, and scalable services that can be pitched to small-to-mid sized clients.

Growth oriented With services focused on growth, planning, and governance for nonprofits and businesses, there is a sales opportunity for expanding their toolkit with digital marketing, branding, and strategic operations support to accelerate client outcomes.

Tech stack leverage Utilize their technology footprint (Contentful, Oracle PeopleSoft, Articulate Storyline, etc.) to propose integrated training, knowledge management, and marketing automation solutions that align with their existing tools.

Market momentum Recent funding activity and recognition for financial services suggests a high-growth environment and potential willingness to adopt strategic partnerships, innovative tools, or platform deployments to support scale and client delivery.