Texas Capital Bank

Texas Capital Bank optimizes strategic planning process.

Texas Capital Bank engaged Credera to assess and optimize its internal strategic planning process.

At a Glance

Texas Capital Bank is a commercial bank that delivers highly personalized financial services to businesses and entrepreneurs. The company identified improved strategy planning as an opportunity to sustain their growth rate. Credera assessed its internal strategic planning process and developed an optimized process and a detailed a path to achieve the recommendations. 

The Challenge

Sustaining growth rate through strategic planning.

Texas Capital Bank identified improved strategy planning as an opportunity to sustain its growth rate at the time of the engagement. They partnered with Credera to assess their current internal strategic planning process and develop an optimized process and path forward.

The Solution

Assessing current state and detailing a path forward.

Credera assessed the current strategy creation process, as well as desired outcomes, through stakeholder interviews across multiple functional areas of Texas Capital Bank. During this assessment Credera took the following approach:

  • Mapped the current strategic planning process within the bank​.

  • Conducted an extensive benchmarking analysis across five strategic planning components: strategic analysis and inputs, strategic modeling and frameworks, strategic decision-making, strategy communication, and strategy implementation.

After the assessment, Credera recommended a new strategic planning process, with key guides for each step at the corporate and business unit level, as well as a proposed calendar for execution. The new process was then back-tested with bank divisions to assess its value to the bank.

Credera detailed a path forward through a three-phase roadmap for Texas Capital Bank to continue growing its strategic planning process beyond the initial recommendations.

The Results

Growth beyond initial recommendation.

Provided Key Objective Insights and Roadmap​

Credera helped Texas Capital Bank achieve an objective perspective on current strategic performance and develop a three-phased roadmap​.

Identified Pain Points​

Credera identified key pain points within the existing strategy creation process​.

Increased Business Unit Efficiency​

Developed new assessments and processes to facilitate business unit involvement within the overall corporate strategic planning process, which in turn improved both top-down and bottom-up communication.

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