Representative Consulting
Client Roster
Financial Services
Managed Care
Non-Financial
| Financial Services Consulting | ||
| Clients | Group/Division | Nature of Engagement |
| Amicus FSB | Marketing | Marketing plan
facilitation Advertising agency selection |
| Archwood Bank FSB | Management Committee | Review
and drafting of ALCO, credit and lending policies and procedures |
| Arthur Andersen & Co. | Insurance Industry Practice | Global positioning |
| Market segmentation scheme | ||
| Marketing plan development | ||
| Bank of America | Cash Management | Global market research |
| Bankers Trust | Private Banking | Relationship development |
| Account profitability analysis | ||
| Business modeling | ||
| Liability product profitability | ||
| New product development | ||
| Institutional | Global positioning | |
| Investment Management | Client/prospect research | |
| Global Fiduciary Services | New product development | |
| Global Operations & Information Services | New business/product development | |
| Institutional Asset Management | New product/service enhancement/development | |
| Global Institutional Services | Market research & business plan development | |
| BayBank | Asset Product Management | New product development |
| Chemical Bank | Global Trust & Services | New product development |
| CIBC | Brand Management and Customer Marketing | Brand/positioning
development Advertising agency selection |
| Citicorp/Citibank | Card Division | New card and new product development |
| Regional Banking | Corporate/retail growth plan | |
| Cash Management | EFT/EDI product analysis | |
| New product assessment | ||
| Electronic Banking | Global EB product testing | |
| Key competitor analysis | ||
| Concord Savings Bank, FSB | Retail Banking | Direct response sales & service |
| Deposit product acquisition | ||
| SG Cowen | Private Client Group | New product development |
| Corporate Development | New business development | |
| Del-Val Financial | Corporate | Bank acquisition due diligence |
| Deutsche Bank | Cash Management | Global market research |
| Fidelity Charitable Gift Fund | Office of the President | Marketing positioning Brand development |
| Fiduciary Trust | Private Client Group | Brand/positioning
development Strategic marketing planning |
| Fifth Third Bank | Sales & Marketing | Sales incentive compensation database design and programming |
| First Chicago-NBD | Cash Management | Global market research |
| Insurance Services | New product development | |
| First Commonwealth Savings Bank, FSB | Retail Banking | Direct response marketing program and database system design |
| First Interstate Bancorp | Retail Banking Council | Retail banking positioning and advertising strategy |
| Advertising agency selection | ||
| GMAC | Marketing | New business development |
| Hilliard Lyons | Marketing | New product development |
| IBJ Schroder Bank & Trust | Private Client Services | Strategic marketing positioning |
| ING Investment Management | Management
Committee Sales & Marketing |
Global
brand positioning Proposal system design and installation |
| John Hancock | Agency | New product and distribution development |
| Competitive analysis | ||
| John Nuveen & Co. | Marketing | New product development |
| MasterCard International | Global Product Mangement and Development | New concept/program development for targeted global segments |
| Merrill Lynch Private Client Group | Brand Management | New product development |
| Mitchell, Titus, EDS Partnership | Executive Committee | Strategic growth planning |
| J.P. Morgan | Private Banking | New business unit development |
| Competitive research & analysis | ||
| New product design | ||
| Business modeling | ||
| Nations Bank | Cash Management | Global market research |
| National Liberty | Marketing | New product analysis & design |
| New York Life | Agency | New consumer product research, design and analysis |
| oneCore.com | Product Management | Website
redesign Usability labs Brand positioning development |
| People's Bank | Executive Management | Corporate positioning |
| Committee development | ||
| Competitive assessment | ||
| PNC Advisors | Marketing & Product Management | Segment
research New product development |
| Marketing & Product Management | Mass Affluent Strategy Development | |
| PNC Bank | Private Bank | Positioning
and Brand Development |
| Brokerage Product Management | Customer
research Product redesign and repositioning |
|
| PNC Investments | Product Management | New product development |
| Premium Federal Savings Bank | Retail Banking | Direct response sales & service |
| Deposit product acquisition systems design | ||
| Asset quality audit and procedures | ||
| New product development | ||
| Acquisition and due diligence analysis | ||
| Provident Bank | Marketing | Advertising agency selection |
| The Prudential | Product Management | New product/program assessment |
| Marketing | Product segmentation research | |
| Muriel Siebert & Co. | Executive Management Committee | Brand
and positioning development Marketing communications strategy Advertising agency selection |
| South Carolina National Bank | Marketing/Retail | Prototype branch design |
| Branch Administration | ATM environment design | |
| Real Estate | Branch signage | |
| Telebanc | Retail Banking | Direct response marketing |
| Tillinghast-Towers Perrin | Consulting Services | Strategic positioning, service definition, branding and communications strategy |
| U.S. Trust of Connecticut | Marketing | Subsidiary positioning and new business development |
| U.S. Trust of New York | Marketing | Individual sales and marketing information system needs assessment and design |
| Trust Administration | Client workstation design | |
| USTCorp (Boston) | Branch Banking | Direct response deposit sales and service program |
| Business marketing development | ||
| Managed Care Consulting | ||
| Clients | Group/Division | Nature of Engagement |
| Altius Health Plans | Sales & Marketing | Proposal system design and installation |
| Blue Cross of California | Financial Services | New business and new product development |
| Proposal system design and installation | ||
| Blue Cross Blue Shield of Florida | Group Sales | Marketing segmentation |
| Direct Marketing | HMO product sales plan | |
| Blue Cross Blue Shield of Georgia | Sales & Marketing | Proposal system design and installation |
| Blue Cross Blue Shield of Maryland | Sales & Marketing | Proposal system design and installation |
| Blue Cross Blue Shield of the National Capital Area | Sales & Marketing | Proposal system design and installation |
| CareFirst BCBS | Sales & Marketing | Proposal system design and installation |
| FHP Health Care | Sales & Marketing | Proposal system design and installation |
| Foundation Health Systems | Sales & Marketing | Proposal system design and installation |
| Health Net | Strategic Planning | Proposal system design and installation |
| HealthMarket | Sales & Marketing | Proposal system design and installation |
| Intergroup of Arizona | Sales & Marketing | Proposal system design and installation |
| MaxiCare Health Plans | Sales & Marketing | Proposal system design and installation |
| OrthAlliance | Marketing | Strategic marketing positioning, IPO marketing support, advertising agency selection and practice improvement marketing development |
| PacifiCare Health Systems | Sales & Marketing | Large and small group sales development support and new product development |
| Strategic marketing plan and positioning development | ||
| Commercial product distribution analysis and program design | ||
| Database design / programming | ||
| Advertising agency selection | ||
| Secure Horizons | Retiree health benefit business development | |
| Physicians Health Services | Marketing Administration | Proposal system design |
| Presbyterian Health Plan | Sales Administration | Proposal system design and installation |
| QualMed Health Systems | Sales & Marketing | Proposal system design and installation |
| Systemed | Board of Directors | Strategic positioning and marketing plan development |
| Unicare | Sales & Marketing | Proposal system design and installation |
| ValueOptions | Sales & Marketing | Proposal system design and installation |
| Wellpoint Health Networks | Strategic Planning | New business development |
| Non-Financial Consulting | ||
| Clients | Group/Division | Nature of Engagement |
| ALCO Standard | Marketing | Name change evaluation research |
| AST Research | Financial Management | Database design/programming |
| AT&T | Human Resources | Database design/programming |
| Backer, Spielvogel, Bates | New Business | Financial services account acquisition |
| CCH-LIS | Human Resources | Database design/programming |
| DMB&B | New Business | Financial services account acquisition and ongoing new product development consultation |
| Express Scripts | Sales & Marketing | Database design/programming |
| First Image Management | Marketing | Strategic market positioning |
| Furon, Inc. | Human Resources | Database design/programming |
| Galorath Inc. | Marketing | Strategic marketing positioning |
| Ingersoll-Rand | Sales Management | Database design/programming |
| Hal Riney & Partners | New Business | Financial services account acquisition |
| Henkel Surface Technologies | Sales & Marketing Management | Database design/programming |
| Nova Information Systems | Compensation | Database design/programming |
| Olin Corporation & Arch Chemicals | Executive Committee | Research and product positioning for multi- national group divestiture |
| Providea | Marketing | Strategic positioning |
| SNET | Corporate marketing identity standards | |
| Stephens Lynn Klein | Litigation | "Expert" bank operations analysis and testimony |
| Teleport Communications | Human Resources | Database design/programming |
| Todays Staffing | Human Resources | Database design/programming |
| United International Holdings, Inc. | Executive Committee | Corporate communications assessment |
| Yellow Transportation, Inc. | Marketing Administration | Database design/programming |
