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Strategic Planning |
M&A Analysis
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Branch and
Market Analysis |
Marketing Plan Development
Strategic Planning
RFG can facilitate your institution’s strategic
planning effort by combining a unique blend of
objectivity, market intelligence and industry
expertise.
RFG incorporates a phased “building block” approach
to the planning process utilizing relevant industry
research, local and regional market data, and
comparative financial and industry metrics. In this
fashion, RFG will explore both the internal and
external “drivers” ― market, economic and financial
that will have the most significant impact on your
strategy, business model and financial performance
during a three-year timeframe. The strategic
planning process entails these phases: off-site
analysis, on-site interviews, group participation
and finally, adoption of the plan.
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Mergers and Acquisitions Analysis
Financial institutions are consolidating at a record
pace. Use RFG to give your institution the edge in
this climate by examining not only the financial
impacts but also the customer base and distribution
network of any potential acquisition.
RFG incorporates a four phased building block
approach that is market driven and customer centric.
The key questions underscoring RFG’s M&A approach
are:
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Branch and Market Analysis
Getting the most out of
your distribution network is critical to operating
efficiently. Most institutions are challenged in
creating a comprehensive and coordinated branching
strategy. RFG can evaluate your future branching
locations as well as your existing footprints,
identify profitable locations and set goals for
growth and long-term success.
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Plan future
locations either to fill gaps in your existing
network or to enter new markets.
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Tailor sales
training and product sales to each branch’s
customer base.
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Identify
opportunities to improve distribution profitably
through alternate delivery channels.
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Establish
performance metrics customized to each market
and consistent with overall institution goals.
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Marketing Plan Development
Whether you have an
existing marketing plan or need to create one from
scratch, RFG is ready to help with our diverse and
deep experience in direct marketing and tactical
planning. Our advisors will help you achieve your
growth objectives through efficient and consistent
targeting.
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Design a year’s
worth of campaigns and calendars specifically
tailored to your institution’s unique needs,
customer base and product menu.
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Regular guidance to
keep your plan execution on track.
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If you have an
existing plan, RFG can review and augment your
efforts with our tactical marketing expertise.
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