On The Mark Strategies
On The Mark Strategies is a Carrollton, Texas-based boutique consulting firm founded in 2011 that provides strategic planning, branding, marketing, training, and speaking services primarily to US credit unions and community banks, delivered as custom, human-led professional services engagements.
- Company typePrivate
- Founded2011
- HeadquartersCarrollton, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What On The Mark Strategies does
On The Mark Strategies is a Carrollton, Texas-based boutique professional services firm founded in 2011 by former credit union executive Mark Arnold. The firm provides strategic planning, branding, marketing, training, and speaking services, with a vertical specialization in US credit unions and community banks, supplemented by engagements with small businesses and financial services technology providers. Its service catalog spans more than 20 distinct offerings organized into four pillars (Strategy, Branding, Marketing, Training) plus Speaking engagements, delivered as custom, quote-based consulting projects rather than as a software platform or technology product.
The business is human-delivered professional services with no proprietary technology platform, no AI/ML components, and no software products. Core capabilities include strategic planning facilitation, brand naming and identity development, website design, video production, marketing assessments (marketed as a 45-day engagement), leadership and executive coaching, and board governance advisory. Demand generation is built on founder-led thought leadership through a blog, YouTube channel, LinkedIn presence, newsletter, and paid keynote speaking engagements by Arnold and Shawn Temple.
The go-to-market motion is sales-led and direct, with free consultations initiated through website contact forms, phone, and email. The firm works primarily with credit unions ranging from sub-$300M community institutions to multi-billion-dollar players (Credit Union of Texas at $2B, Commonwealth CU at $1.9B), as well as banks and small businesses. Revenue is generated through project-based and ongoing partnership engagements at undisclosed, custom pricing. The firm is founder-owned and private with no external funding, no parent company, and approximately 13-15 employees.
On The Mark Strategies firmographics
Firmographics- Name
- On The Mark Strategies
- Legal name
- On The Mark Strategies
- Website
- https://onthemarkstrategies.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- On The Mark Strategies is a Carrollton, Texas-based boutique consulting firm founded in 2011 that provides strategic planning, branding, marketing, training, and speaking services primarily to US credit unions and community banks, delivered as custom, human-led professional services engagements.
- Ownership category
- akta.pro rank
On The Mark Strategies industry classification
Industry- Product category
- Financial Services Marketing Consulting
- NAICS
- Marketing Consulting Services (541613), Advertising Agencies (54181), Management Consulting Services (54161)
- SIC
- Services-Advertising Agencies (7311), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Brand & Portfolio Strategy Consulting (MPAAAFAB)
- akta.pro secondary industries
- Brand Strategy & Positioning (BPAFAEAA), Content Strategy & Planning (BPAFAIAG)
Keywords
Where On The Mark Strategies is headquartered
LocationHeadquarters
- HQ city
- Carrollton
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
On The Mark Strategies business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Strategic Consulting Services: Revenue generated through strategic planning engagements, branding projects, marketing assessments, and training programs for credit unions and financial institutions.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
On The Mark Strategies product offering
Product offeringCore offering
On The Mark Strategies is a financial services marketing agency that provides strategic branding, marketing, and training services delivered as custom consulting engagements to credit unions, community banks, and small businesses. Service lines cover strategic planning, rebranding, logo and naming, website design, marketing assessments and campaigns, social media, video production, leadership training, executive coaching, and keynote speaking. Engagements are scoped and priced per client, with no software product or self-serve platform involved.
Product overview
On The Mark Strategies is a financial services marketing agency offering strategic branding, marketing, and training services delivered as individual consulting engagements rather than a software platform. The company provides a portfolio of distinct professional services organized into four main categories: Strategy (Strategic Planning, Working Genius Assessment, Vision & Values Workshop, Merger Communications, Board Governance), Branding (Rebrand, Journey Mapping, Logos, Naming, Websites, Living The Brand Videos), Marketing (Marketing Assessment, Video Production, Marketing Partnership, Social Media, Campaigns, Credit Union Marketing Strategy), and Training (Brand Training, Consumer/Member Experience, Leadership Training, Executive Coaching). Additional services include Speaking engagements. These are human-delivered consulting services, not software products or technology platforms.
Differentiator
Problem solved
Functional benefit
Products and services
- Strategic Planning Strategic planning engagements that help financial organizations prepare for 3-5 years of growth, including proactive planning sessions and pre-planning reading guides.
- Working Genius Assessment Assessment service using the Working Genius model to identify what sparks greater productivity in team members.
- Vision and Values Workshop Workshop service that helps organizations re-evaluate what matters most through structured vision and values sessions.
- Merger Communications Strategic communications services for financial organizations undergoing mergers.
- Board Governance Services to equip board members to lead effectively, including training and governance framework development.
- Rebrand Comprehensive rebranding services to build a brand that lasts, including strategy, creative development, and implementation.
- Journey Mapping Service to operationalize brand through customer journey mapping, helping financial institutions create consistent experiences.
- Logo Design Logo design and development services to grow brand recognition for financial organizations.
- Naming Brand naming services for credit unions and banks undergoing name changes or new product launches.
- Website Design and Development Website design and development services focused on increasing trust and driving conversions for financial organizations.
- Marketing Assessment 45-day marketing assessment service to evaluate ROI and identify pivot opportunities for financial organizations.
- Video Production Video content creation services to show consumers the value financial organizations bring.
- Marketing Partnership Ongoing marketing partnership providing flexible, people-focused support for financial organizations.
- Social Media Marketing Social media marketing services to engage the most profitable audiences for financial organizations.
- Marketing Campaigns Marketing campaign development and execution to tell the right story and achieve targeted results.
- Credit Union Marketing Strategy Comprehensive marketing strategy development specifically tailored for credit unions.
- Brand Training Training program to unite teams under one brand purpose, ensuring consistent brand execution.
- Member Experience Training Training to deliver memorable service programs and build consumer experience worth talking about.
- Leadership Training Leadership development programs to empower rising stars and address leadership blind spots in financial services.
- Executive Coaching
Quantifiable outcome
- 30% year-over-year membership growth in first two months following credit union naming process
- +1 more outcomes
Companies that use On The Mark Strategies
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles3 records
On The Mark Strategies technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
On The Mark Strategies partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
On The Mark Strategies competitors and assessment
Company assessmentDirect peers
- The Pollack Group: The Pollack Group is a marketing and PR firm with significant financial services and professional services practice areas — competing with On The Mark Strategies for similar mid-market financial institution branding and marketing engagements.
- William Mills Agency: William Mills Agency is a PR and marketing firm focused on financial services and fintech, comparable to On The Mark Strategies in its financial-services specialization and marketing communications delivery.
- Capital Performance Group: Capital Performance Group provides strategic consulting to banks and credit unions, with overlapping practice areas in strategic planning, performance improvement, and board advisory — directly comparable in vertical and service category.
- First In: First In provides data analytics, marketing, and strategic services to credit unions and community banks, overlapping with On The Mark Strategies on credit union consulting and member growth engagements.
- Adrenaline Agency: Adrenaline is a brand experience agency specifically focused on financial services and credit unions, offering branding, marketing, and digital services — directly competing with On The Mark Strategies for the same buyer segment with overlapping service scope.
- BloomCU: BloomCU is a marketing agency purpose-built for credit unions, providing digital marketing, content, and member acquisition services — directly comparable in vertical focus, target customer, and service mix.
Broad incumbents
- Accenture (Financial Services): Accenture's financial services practice delivers large-scale marketing transformation, brand, and customer experience work for global banks — a broad incumbent whose financial-services marketing and brand strategy offerings overlap with On The Mark Strategies' core capabilities.
- Deloitte (Financial Services Advisory): Deloitte's financial services consulting practice serves large banks and credit unions on strategy, marketing, and digital transformation — a broad incumbent that competes with On The Mark Strategies for institutional financial-services consulting work, particularly at the top end of the credit union market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key highlights7 records
Customer concentration
On The Mark Strategies social profiles
Digital presenceOn The Mark Strategies financial estimates
Financial estimateRevenue estimate
Valuation estimate
On The Mark Strategies leadership team
Management profileNumber of profiles
Profiles14 records
On The Mark Strategies funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
On The Mark Strategies M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about On The Mark Strategies
What does On The Mark Strategies do?
On The Mark Strategies is a financial services marketing agency that provides strategic branding, marketing, and training services delivered as custom consulting engagements to credit unions, community banks, and small businesses. Service lines cover strategic planning, rebranding, logo and naming, website design, marketing assessments and campaigns, social media, video production, leadership training, executive coaching, and keynote speaking. Engagements are scoped and priced per client, with no software product or self-serve platform involved.
Is On The Mark Strategies a public or private company?
On The Mark Strategies is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was On The Mark Strategies founded?
On The Mark Strategies was founded in 2011. It employs 11 to 50 people.
Where is On The Mark Strategies based?
On The Mark Strategies is headquartered in Carrollton, United States, in the North America region.
How does On The Mark Strategies make money?
One revenue line is on record: strategic Consulting Services.
Who are On The Mark Strategies's main competitors?
Direct peers on record are The Pollack Group, William Mills Agency, Capital Performance Group, First In, Adrenaline Agency and BloomCU. Broad incumbents are Accenture (Financial Services) and Deloitte (Financial Services Advisory).
Does On The Mark Strategies have an API?
No public API is recorded for On The Mark Strategies.
What industry is On The Mark Strategies in?
On The Mark Strategies's product category is Financial Services Marketing Consulting. Its primary akta.pro industry code is MPAAAFAB, Brand & Portfolio Strategy Consulting, with a secondary code of BPAFAEAA, Brand Strategy & Positioning. Its NAICS code is 541613 and its SIC code is 7311.