RFG - Client Case Studies

Institution	Case Study	Objective
$2 Billion bank in the Midwest	Strategic Planning	Produce a strategic plan that will support our client’s business model and drive financial performance during a three year timeframe.
$800 Million southeastern savings bank	Revenue Enhancement	Generate higher levels of loan fee income and improve relationship profitability
$450 Million credit union in the southeast	Strategic Planning	Produce a strategic plan that will support our client’s business model and drive financial performance during a three year timeframe.
$410 Million savings bank	Revenue Enhancement	Produce an ongoing methodology to generate near and long term non-interest income
$175 Million credit union in the southwest	Strategic Planning	Develop a new business model and restructure the credit union's balance sheet.
$820 Million community chartered credit union in the upper mid-west	Revenue Enhancement	Develop a business case to drive revenues across all segments of the balance sheet.
Chevron Federal Credit Union Suzanne Walden, VP Marketing	Auto Loan	Generate Auto Loans Through Direct Mail to Members
Dime Savings Bank of Williamsburgh William Elliott, Vice President	Effective Consumer Segmentation	Generate CD Balances Through Direct Mail to Customers and Non-Customers
HawaiiUSA Federal Credit Union Scott Kaulukukui SVP - Communications Group	New Household Matrix Marketing	Improve participation; be the primary financial institution
	Advanced Interest Certificate of Deposit	Generate CD Balances by Attracting New Customers
Elevations Credit Union Rich Jones, VP of Marketing	iNTEGRATOR Data Analysis Best Practice	Make tactical and strategic decisions with confidence using objective data
AmeriChoice Federal Credit Union	High Rate Money Market	Generate deposits though high rate/high minimum balance money markets.
Premier Members Federal Credit Union	iMATRIX Best Practice	Increase response rate through automated target marketing