Representative Consulting Practice Engagements
Retail Banking
	Strategic and brand marketing positioning development
	New Private Banking business unit development
	Affluent market investment and banking product development
	New Credit Card development
	Competitive research analysis
	Branch and ATM environment design
	Creation of a banking subsidiary
	Direct response sales and service planning
	Deposit product development and account acquisition
Commercial Banking
	EFT/EDI product analysis
	Global cash management product development
	Competitive assessment and brand marketing positioning
	Brokerage & investment management
	New global fiduciary product development
	Creation of a broker/dealer subsidiary
	Repositioning of a global investment manager
	Retail cash management account development, packaging and implementation
	Global Electronic Banking platform (client and competitive) research and development
	Mortgage Banking Funds Management research and modeling
Brokerage
	New product development
	Brand and positioning strategy development
	Marketing communications planning and execution
	Competitive analysis
	Discount and internet trading
	Correspondent relationship support and positioning
Insurance
	New consumer product research, design and analysis
	New business development
	Consumer market segmentation
	Competitive analysis
	Online business analysis and strategic modeling
Healthcare
	New commercial product research, design and analysis
	Payment and claims systems research and re-engineering
	Strategic marketing plan and positioning development
	Commercial market segmentation and sales planning
	Retiree benefit research, market segmentation and strategy development