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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
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