Satori Consulting Inc. has been providing research, business analytics and modeling solutions to clients since 2004.

Formally a division of CUMIS Insurance, our early work focused largely on credit unions. In 2011, we began to extensively branch out, expanding our service offering to a wide variety of sectors including Retail Banking, Non-profit, Pharma, Academia, Insurance, Municipalities, Manufacturing, and Technology.

Satori’s products and services are designed to provide organizations with actionable insights and strategy. Working in partnership with our clients, we excel in predictive analytics, strategic planning, stakeholder engagement, process optimization, governance, and leadership development.

Our philosophy is based on partnering with our clients to truly understand their current and future needs. We rely on data, best practices and internal expertise whether we are developing a customer defection strategy, defining geographic territories for marketing, analyzing transactions, or developing a segmentation strategy, we create programs that deliver results.

Our consultants will help identify critical challenges while our team of expert data analysts work behind the scenes to understand your data, overlay third party enhancement data, and develop custom solutions that meet your needs.

Business Analytics and Research Services

Data Mining and Analytics

Satori has the depth and expertise to mine your data for relevant information and concrete insights that can transform how your team will make decisions on growth strategies, cost optimization and other areas within your business.

Householding and Data Quality Audits

Satori provides a host of data quality services, including customer roll-up, data normalization to improve data quality and householding.

Predictive Analytics and Segmentation Solutions

Satori leverages your business individuality by understanding and modeling your transactional and geo-demographic data as the base for building customized models. We enhance our models by overlaying other available forms of data such as surveys, off-balance sheet data and third party data, to build predictive models and to create a segmentation solution that is robust and uniquely yours.

Through our partnership with Pitney Bowes we provide geo-demographic segmentation through PSYTE HD Canada.

PSYTE HD Canada provides a consumer classification and financial classification system, specifically developed to assess the socio-economic and geo-demographic profiles of neighborhoods in Canada. PSYTE HD is linked to global geo-demographics via the CAMEO International classification.

Mapping and Location Optimization

We provide mapping and other spatial services designed to enhance reporting pinpoint and areas of opportunity or overlap. Mapping, combined with primary and secondary research will help us identify optimal site locations for new, relocated, or even support the closures of your bricks and mortar locations.


  • Engagement
  • Customer Defection, Attrition
  • Trade Area and Location Optimization
  • Consumer Segmentation
  • Predictive
  • Next Best Product
  • Demographics
  • Customized Solutions
  • Profitability


  • Environmental Scans
  • Primary & Secondary
  • Super Census
  • Financial Data
  • Geo Tools and Mapping
  • Channel Preference
“Satori Consulting is a management and marketing consulting company with expertise in leadership, strategic planning, team building and customer segmentation. We have been partners with Satori for over 5 years and together we have deployed effective marketing campaigns, developed a deeper understanding of our clients and have successfully and profitably grown our business. I highly recommend Satori Consulting.”

Rachel Osborne, Associate VP Marketing & Business Development, Tandia Financial Credit Union

About Satori Consulting Inc.

Satori Consulting Inc. is a leading Canadian owned management consulting and leadership development firm, based in Burlington Ontario. Being based in Burlington Ontario supports our geographically close service areas of Hamilton, Oakville, Mississauga, Cambridge, Waterloo, Toronto and the GTA, but we are also national and global in scope providing management consulting services from coast to coast.

We bring a unique, cross-disciplinary approach to clients’ challenges, ensuring the right balance of expertise, real world experience and best practices across business strategy, governance, organizational performance and executive & talent development.

Providing expertise in credit union consulting, insurance industry knowledge, academia (coaching and teaching), general business management solutions, family business solutions, leadership development and team building – Satori Consulting Inc. is passionate about management consulting and partnering with clients that want change.