Our Values
We listen to learn and propose solutions based exclusively on your specific needs and strategic goals.
We believe each client is unique and deserves custom engagement.
We operate in transparency.
Core Competencies
- Strategic Planning
- Emerging Technology Strategy
- Digital Banking & Payments
- Bank Technology & Operations
- Enterprise Risk & Compliance
- Organizational Transformation
- Leadership Development
- Continuous Improvement
- Vendor Management
- Contract Negotiations
Meet the Founder
Clay M. Barrett AAP, CTP, FPP
As Founder & Principal Consultant at Passio Treasury Consulting, LLC, Clay advises banks, credit unions, and fintechs on treasury management, payments, and digital-banking strategy. Notably, he helps organizations streamline processes and implement customer-focused technology to drive sustainable growth and compliance.
Mr. Barrett brings more than 26 years of experience from a variety of financial institutions and a passion for learning to help others actualize growth. Areas of expertise include C-Suite Leadership, Fintech Partnerships, Strategic Planning, Mergers and Acquisitions, Payment Systems, Treasury Management, Risk Management, Technology, Operations, Information Security, and Continuous Improvement.
Clay’s diverse experience comes from a varied banking organizations from 55M to 8.3B in assets, with roles ranging from “Bookkeeping” to the C-Suite. Over his tenure, Clay has been instrumental in helping develop Treasury Management Divisions from the ground-level to thriving and high-functioning business units. Clay’s experience also includes leadership positions across a variety of industry committees, user groups, and nonprofit organizations.
Contact Us
812.760.0545, direct