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What
is CEO Strategies Group?
The CEO Strategies Group integrates your
institution’s household database and financials to
offer a unique look at household profitability,
product opportunities and overall performance.
Some benefits you can expect by participating in the
CEO Strategies Group include:
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Improve revenue, efficiency, margins and sales
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Assess product line to maximize customer
participation and earnings
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Leverage your branch investment for customer and
balance growth
Over 1000 institutions
have participated in the CEO Strategies Group
program.
What
to Expect When You Join...
RFG’s objective is to provide financial institutions
with a comprehensive analysis of integrated
household and financial data, through which RFG can
offer new product ideas, strategic guidance and
actionable customer segmentation. The CEO Strategies
Group is a semi-annual program. Twice a year clients
receive a 400+ page report that includes:
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Strategic overview
of performance based on operational efficiency,
net interest margin management, non-interest
income and relationship management.
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Analysis of
customer participation and identification of
cross-sell opportunities.
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Comprehensive
product assessment to determine the
profitability of each product.
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Thorough branch
performance analysis.
A one-year membership
in the CEO Strategies Group includes:
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Two customized CEO
Strategies Group reports
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Two regional
workshop meetings
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Two executive
summaries
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Optional onsite
presentation of results
Why CEO Strategies Group?
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