|
Institution |
Name |
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 |
Produce a strategic plan that will support our client’s business
model and drive financial performance during a three year
timeframe. |
|
$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 Texaco 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 |
Marion School
Employees Federal Credit Union |
Kari Hullinger
Marketing Director |
Holiday Loan Promotion |
Generate Unsecured Loan Volume Using a Low Promotional Rate |
| |
|
Advanced
Interest Certificate of Deposit |
Generate
CD Balances by Attracting New Members and Utilizing Consumer
Segments |
|
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 |
Kerry Goodliffe Parry
VP of Marketing |
iMATRIX Best Practice |
Increase response
rate through automated target marketing |
