banking is
being reinvented.
We help community banks and credit unions stay ahead of what's changing and confident in what comes next.
who we are
The financial services industry is changing faster than most institutions can track — and the old playbook for growth, strategy, and relationship banking doesn't always apply anymore. Market Insights is an independent consulting firm, serving community banks and credit unions exclusively since 1993. We help leaders make sense of what's changing, identify where the real opportunities are, and move forward with clarity and confidence.
We're not a large firm with a "community banking practice." We're a small, independent firm where community banks and credit unions are the only clients we serve. That distinction matters — in the quality of our advice, the depth of our relationships, and the candor we bring to every engagement.
what we do
we consult
From market analysis and branch strategy to strategic planning and M&A readiness, we work alongside leadership teams to turn data into decisions. Every engagement is built around your institution's specific markets, challenges, and goals — not a templated approach designed for someone else.
we educate
Joe Sullivan and Jim Perry bring timely presentations to audiences ranging from national stages to state banking associations, credit union leagues, and graduate banking schools across the country. Research-grounded, candid, and designed to move people to act — not just inform.
we contribute
The industry is moving fast. Market Insights helps community bank and credit union leaders keep pace — through the Bank Forward newsletter, podcast appearances, contributed articles, and industry analyst programs that cut through the noise and focus on what actually matters.
400+ clients in 46 states
6,500+ branch evaluations completed
More than 80% of clients engage us again
Let's talk about what you're working on.
Whether you're looking for a strategic partner, a speaker for your next event, or just want a candid conversation about what's ahead for your institution — we'd love to hear from you.