New Account Acquisition

· Unsecured Loan and Line of Credit campaign and program management

· Unsecured Loan and Line of Credit response model & campaign post-analysis

· Prospect universe analysis and expansion

· Score validation and cut-off strategies

· Credit line assignment strategy

· Response modeling

· Prospect segmentation

· Product, offer, and sequencing strategy

· Cross-Sell and Complimentary Product Analysis & Targeting

· Prospect database evaluation, recommendation, and RFP management process

· Response tracking, analysis, and vintage reporting of key business metrics

· Development of profit and loss targets and forecasts

· Acquisition optimization based on profit and loss targets and forecast

· Evaluation of acquisition process from universe targeting to campaign management to application processing

· Valuation and due diligence for potential mergers and acquisitions

 

Customer Management

· Credit Loss Forecasting (all retail bank products)

· Retail bank cross-sell model

· Evaluation and recommendations to control risk and increase profit on Collections strategy, credit line management, over-limit, reissue, and authorizations policy

· Score validations

· Product and Customer Profitability Modeling

· Custom program response, activation, attrition, usage, retention, cross-sell, and revenue models

· Customer management and marketing treatment evaluation

· Analytic datamart requirements and development

· Campaign datamart requirements and development

· Customer segmentation

· Re-pricing strategy

· Activation strategy

· Attrition / retention strategy

· Response tracking, analysis, and vintage reporting of key business metrics

· Customer database evaluation, recommendation, and RFP management process

· Evaluation of customer management marketing and campaign management process

Key projects we have completed in recent years