Strategic Planning and Roadmap Development

Ensure that your current strategic plan and growth goals address serving one of the largest, fastest-growing, youngest and most underserved markets in the U.S. We will facilitate a customized onsite strategic planning session with your leadership teams to define your target Latino consumer groups and outline your organization’s growth goals in better reaching and serving the market. Planning sessions can also be tailored for specific departments and functions to develop customized marketing, product and community outreach strategies.

Marketing Plan Design, Customer Experience Journey and Materials Review

To effectively reach your target audiences, your marketing efforts and customer experience must be designed with your target in mind. You want to ensure your messaging, your marketing materials and your overall customer experience are not an after-thought or literal translations if you want to reach Spanish-speaking audiences. We will review your marketing strategy and your customer experience journey to provide best practices and guidance on culturally-relevant strategies tailored to your target market segment. This includes, but is not limited to reviewing your customer journey maps, website, social media presence, advertising, marketing materials, community outreach materials and media communications.

Product & Service Design, Review and Recommendations

Whether you want to introduce new products and services specifically designed for Latino consumers or you want to ensure your existing products and services are inclusive of the Latino market, our product review and best practice recommendations will ensure your product design and delivery is culturally-relevant for your target demographic. We have specific expertise with financial products and services including the following:

• savings and checking accounts (individual and business)

• lifestyle loans

• immigration and/or citizenship loans

• credit-builder loans

• Individual Taxpayer Identification Numbers (ITINs)

• mobile banking

• small business loans

• tanda-like solutions (informal lending circles)

• financial education programs

Community Outreach Plan Design

Grassroots outreach such as developing community partnerships, increasing your presence in the community and investing in the community is vital to establishing trust with underserved populations. Receive culturally-relevant recommendations and best practice guidance on relevant outreach activities and implementation tactics to ensure your efforts will resonate with your target markets, integrate with your marketing and product strategies and help advance your organization’s growth goals.

Leadership and Staff Training

Gain a better understanding of the Latino consumer and learn culturally-relevant inclusion strategies to better serve the market through our leadership and staff training. Our trainings are customized to your audience of choice, whether that’s your board of directors, senior management and/or all staff. Trainings can be facilitated in person or remotely. Topic examples include:

• the Latino market opportunity

• understanding the immigration process for new immigrants

• serving unbanked Latino markets

• customer and member engagement strategies for unbanked consumers (English and Spanish)

• Spanish financial terminology for customer/member facing staff

• cultural immersion experiences

Leadership and Business Coaching for Emerging Leaders

Have you established a bilingual advisory group or employee resource group to empower and further develop your team members? How are you currently supporting and developing rising stars within those groups and creating career paths for them to be the next senior leaders in your organization? Having benefited from leadership business coaching, sponsorship and mentorship in her career, Miriam De Dios Woodward is passionate about seeing emerging leaders develop and grow within the industry. Miriam leverages her leadership expertise and cultural background to provide culturally-relevant guidance, tools and coaching to the next generation of business leaders. Focus areas include but are not limited to developing and sharpening leadership skills, new employee onboarding support, building emotional intelligence, personal goal-setting and creating a climate of inclusion.

Special Projects

• Establishing internal bilingual advisory groups and external community advisory groups

• Facilitating Bilingual/Spanish focus groups

• Speaking engagements including key note presentations, conference breakout sessions and workshops