Curate Innovative Products and Solutions

By first understanding your bank’s current product line - and the levers that drive them - we assess the overall costs of delivery and service in order to clarify margin and predict revenue. We create profiles of your clients, including the depth, tenure, and drivers of profitability in their relationships, and generate organized, manageable data pools. This structured data provides a dashboard that depicts cross product ownership, usage trends, and the drivers of attrition or tenure.  

• Which products are your customers buying, and which are they not?

• Are there roadblocks in the selling or fulfillment processes?

• Have team members been properly trained and compensated?

• Are your products innovative and keeping pace with the market?

We translate your bank’s data into customized, actionable strategies. We vet and recommend products that align with you brand, fill gaps in process and technology, and help capture more new business. We build a product roadmap that will insure your fair share of the market potential.  And, as veterans of over 35 M&A and platform changes, we can lead the integration for your organization. Past experience examples include product and service mapping, revenue and cost pro forma, training and communications, policy and process redesign, and customer impact forecasting.