About i7strategies

i7strategies was formed to assist companies in the financial industry with determining and achieving their goals. Companies in need of assistance in determining or refining their goals will benefit by using i7strategies for strategic planning. Our expertise lies in gathering all relevant information and working in conjunction with company executives to “boil down the issues” to reach the critical strategic goals which are crucial to the organization’s success. This “distilling” process can take the form of a brainstorming session, a multi-day strategic planning session, or an ongoing commitment to annual planning with quarterly or monthly follow up.

In certain circumstances, a company will wish to add to its existing talent base to satisfy a short-term but vital need. i7strategies can provide specific expertise across a wide range of operational and management categories, providing timely and focused consulting. By “instilling” targeted subject matter expertise, i7strategies gives companies the ability to avoid lost opportunities and operational errors.


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Expert Witness

General Specialties: Banking and Computers Specialty Focus: Electronic Banking, Virtual Banking, Internet Banking, Virtual Branch, Correspondent Banking, Payments, Financial.

Innovation Workshops

David gets deep within his workshops on how your organization can meet the challenges of today’s competitive pressures and global competition.

Strategic Planning

Whether you are looking for assistance in long term planning and follow up or just need a two-hour brainstorming session, i7strategies can provide a resource that will exceed your expectations.


Advancing to the next level sometimes requires an outside resource that can look at the big picture and distill all of the components into a cogent, focused strategy that best fits the overall organization objectives.

Areas Of Specialization

Electronic Banking

Virtual Banking

Virtual Branch