About Pinnacle


Believing there must be a better way to enhance customer service and financial institution profitability, Pinnacle Financial Strategies developed the nation's first overdraft privilege program that delivered real value.

Over the years, we've learned from our experiences, clients and business partners. More industry experts joined our team. Innovation continued and services expanded. Our bank consulting company was in business.

Pinnacle has evolved from being the leading provider of overdraft privilege to a bank consulting company focused on meeting our clients' needs. With founding partner and CEO Joe Gillen at the helm, we have helped more than 1,000 banks and credit unions attract and retain customers, increase sales and service effectiveness, improve profitability and maintain long-term revenue growth.

Pinnacle's new and enhanced solutions focus on all areas of your business - your products, services, processes, employees and customers - to bring you measurable value.

Every Pinnacle solution is powered by Active IntelligenceSM, our proven combination of smart tools, expert support and sustainable results. Active Intelligence has been developed over a decade of applying our experience and client feedback to enhance and expand our services.

Pinnacle Financial Strategies - The business for better banking.





has inspired many awards, including:


Ernst & Young Entrepreneur of the Year
2004

Houston Small Business 100
2003, 2004, 2005, 2006

Houston Small Business 100 Enterprise Champion
2006

Houston Fast
Tech 50

2002, 2003, 2004, 2005

H Texas Magazine Professionals on the Fast Track
2005, 2007

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