Financial Services Case Studies Archives

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Fidelity Bank

Fidelity has many qualified leaders in place to handle parts, but not all, facets of today’s complex and demanding governance and infrastructure requirements. Whenever leadership changes, the business model changes which is highly disruptive and costly. Fidelity needed a long-term, accountable IT leader to navigate the bank through regulatory challenges and enhance operational efficiencies.  

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Farmers and Merchants Bancshares, Inc.

Farmers and Merchants Bancshares, Inc. is a financial holding company and the parent of Farmers and Merchants Bank. The Maryland-based bank was chartered in 1919 and serves the deposit and financing needs of both consumers and businesses.   F&M Bank recognized an opportunity to acquire in-market Carroll Community Bank and partnered with Hartman Executive Advisors

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Rosedale Federal Savings & Loan Association

With nine branches across three counties in Maryland, Rosedale is a well-known community bank that serves both personal and small business customers and specializes in mortgage lending. Rosedale leadership initially engaged Hartman to help with technology integration planning and execution related to a merger with another community bank. Hartman led the integration efforts and seamlessly

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Old Line Bank

Remaining compliant and meeting customer needs goes hand-in-hand at financial institutions   Founded in 1989, Old Line Bank has grown exponentially over the past 26 years. The Bowie, Maryland-based bank employs over 250 individuals, operates nineteen branches, and provides a wide array of product offerings to its valued customers.   In an ever-changing environment of federal

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