Satori Consulting inc. has been providing research, business analytics and modeling solutions to clients since 2004. Formally a division of CUMIS Insurance, our roots began consulting to credit unions and, in 2011, we began to extensively branch out to provide business analytics to a variety of other industries such as non-profit, mutual insurance companies, retail banking and manufacturing.

Our philosophy is based on partnering with our customers to understand their current and future needs so that we can provide insight that meets their requirements. Whether we are analyzing a trade area for new retail locations, defining geographic territories for marketing, analyzing transactions, building a segmentation strategy or developing a customer defection strategy, we rely on data, best practices and internal expertise to create programs that deliver results.

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

Predicting Customer Flight Risk

Predicting Customer Flight Risk Podcast

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 geodemographic 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 geodemographic segmentation through PSYTE HD Canada. PSYTE HD Canada provides a consumer classification and financial classification system, specifically developed to assess the socio-economic and geodemographic profiles of neighborhoods in Canada. PSYTE HD is linked to global geodemographics 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 within Canada and the US.

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.