Strategy Expediters

Strategy|Expediters is a business development firm focused on helping firms accelerate revenue generation. We specialize in financial services and the business process/software companies that support them. We help companies accelerate their business strategies and create sustainable competitive advantage through the use of business best-practices and innovative solutions to drive: market penetration, proven market development strategies, greater customer engagement & effective distribution solutions. These solutions have developed from extensive prior experience in dealing with distribution and revenue enhancement issues requiring knowledge of enabling technologies, regulatory implications and operational processes. The partners at Strategy|Expediters have over 25 years of experience helping financial services and investment companies market their services and grow their revenue.


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Jim Langenwalter
Founder & Managing Director, Strategy Expediters

Jim Langenwalter is the founder and Managing Director of Strategy|Expediters, a new media client development company. Strategy|Expediters helps accelerate business strategies that create competitive advantages and increase market share through innovative solutions without adding to staff. Prior to founding Strategy|Expediters - and as a result of the sale of his company to Rollover Systems, Inc. (RSI) - Jim held a transitional role as the Chief Business Development Officer at RSI, an independent provider of rollover services.During his tenure, he was responsible for sales, product management, marketing, participant communications and business development. Mr. Langenwalter developed the repeatable sales model for driving revenue from the large, but fragmented TPA and plan advisor channel. He also led the Emerging Markets group and helped develop private label programs for institutional customers, including distributors, providers and recordkeepers. Prior to RSI, he was the Founder and CEO of Mid-Market America (SaveSimply) which was acquired by RSI to provide asset retention and transfer agency capabilities. SaveSimply's proprietary technology provided a profitable, private labeled, managed account investment solution for small accounts. This solution was sold through banks, credit unions and non-financial institutions, such as payroll companies and affinity groups. Jim also held marketing director roles at SMS Consulting and the Carnegie Group, financial services firms specializing in leveraging technology and customer information repositories to cross sell products, reduce risk and increase service levels across all points of contact (call center, branch, ATM & web).He also held senior management positions at Federated Investors, Mellon Bank and Fiserv. Jim is a licensed Series 65 advisor and has an MBA from University of Pittsburgh as well as a Bachelors of Science degree from West Virginia University.


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