Consulting & Strategy Services
Turning Business Intelligence into Action
We help financial leaders accelerate their growth, profitable relationships and performance, by leveraging data analytics, consumer and market insights into actionable strategies. That trusted advice comes from 30 years of subject matter expertise in strategic marketing, lifestyle segmentation, data-driven growth strategies and consulting for many of the top 20% of US & Canadian credit unions and community banks.
Lifestyle Segmentation & Persona Strategy
We enhance your customer and product usage data, with rich licensed demographic and psychographic big data (e.g. Epsilon, D&B and Claritas) and relationship profitability insights. These accurate data-driven lifestyle segmentation models and Personas identify ideal targets for market growth and deeper, more profitable share of wallet opportunities.
Market Growth Strategy
We optimize market share growth opportunities and branch performance using geo-demographic consumer, business and competitive market analytics and scoring algorithms. Then we build intelligent long-term real estate strategies to identify ideal site locations with transfer pricing profitability models to help increase performance and growth, while exiting underperforming markets.
Onboarding & Reboarding Strategy
Our onboarding, targeting and product matrix marketing strategies help identify and uncover your ideal lifestyle segment targets, profitable product growth opportunities, and in-market new customer acquisition targets to increase relationships and customer relationship profitability.