Services

PROJECT
​MANAGEMENT

SELECTION /
​​IMPLEMENTATION

PERFORMANCE
​​MEASUREMENT

PROFITABILITY
​ANALYSIS

PROCESS
​IMPROVEMENT

PROFITABILITY MODELING

Definition and design of an organization,  product, customer/member, or channel profitability model
Outputs/Outcomes

• Product, Channel, and Member Definition
• Funds Transfer Pricing Assumptions
• Non-Interest Income Allocation Assumptions
• Cost Allocation Assumptions
• Profitability Reporting
• Profitability Analysis
• Opportunity Identification
• Vendor Selection, if required

cUSTOMER SEGMENTATION AND OPPORTUNITY ASSESSMENT

Design of custom segmentation scheme to analyze customers for marketing, product targeting, and pricing programs
Outputs/Outcomes

• Segmentation Scheme Development
• Demographic Profiling
• Product Usage Profiling
• Segmentation Analysis
• Opportunity Identification

CHANNEL TRANSACTION ANALYSIS

Provide assistance by identifying the nature and volume significance of channel transactions to facilitate strategic channel decisions
Outputs/Outcomes

• Channel & Transaction Definitions
• Transaction Analysis
• Opportunity Identification
• Cost per Transaction

​RELATIONSHIP PRICING PROGRAM DESIGN + EVALUATION

Assist clients by leveraging key member and profitability analysis to define critical program structures
Outputs/Outcomes

• Program Structure Definition
• Operational Analysis and Design
• Business Case Definition (see project definition)
• Technology Assessment