Management Consulting to the Financial Services Industry · 2020. 2. 24. · Channel Management 6...
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Management Consulting to the Financial Services Industry
Transcript of Management Consulting to the Financial Services Industry · 2020. 2. 24. · Channel Management 6...
Management Consulting to the Financial Services Industry
Who We Are
CPG is a management consulting firm founded in 2001. We focus exclusively on the financial services industry. We have four practice areas:
StrategyMarketing
Distribution PlanningFinance/Risk Management
We provide value to our clients by delivering proven solutions to critical business issues, empowering decision-makers with relevant, concise, well-organized information, and engineering work practices to drive efficiencies and productivity.
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What Makes CPG Unique
ExperienceWe are industry veterans. Our full-time professionals and consulting associate team members average over 20 years of experience in the financial services industry as practitioners and consultants.
FocusWe specialize in financial institutions consulting and have developed unique tools and methodologies to address the business issues and challenges that are unique to the industry.
PracticalityWe know what it takes to implement and manage strategic initiatives and business model/process change efforts. We provide hands-on assistance and actionable advice.
InsightsIt’s our job to keep an eye on the competitive marketplace and help you navigate it. Follow us on Twitter, Facebook and LinkedIn.
ResultsWe help our clients get things done faster and with better results.
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Practice Area Leaders
Mary Beth Sullivan Claude HanleyMark Gibson Kevin Halsey [email protected]
202-337-7872
https://www.linkedin.com/in/marybethsullivan/
202-337-7875
https://www.linkedin.com/in/claude-hanley-5826594/
508-322-8146
https://www.linkedin.com/in/mark-gibson-83185113/
202-337-7873
https://www.linkedin.com/in/kevinhalsey/
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Strategy & Performance Improvement
Risk Management
& FinanceMarketing Distribution
Planning
Strategy & Performance Improvement
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Our experienced consultants partner with your teammates to develop and execute strategies to drive growth and sustained profitability and create exceptional, unique companies.
Strategic planning Cost reduction programs
Executive/Director meeting facilitation
Advanced performance analytics & research
Customer segment growth strategies
M&A support services
Revenue enhancement strategies
Customer experience improvement
Process reengineering Organizational design
Marketing Consulting
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Segmentation and value propositiondevelopment
Product design and packaging strategies
Market and branch level marketing plans
Marketing analytics roadmaps, including identification and vetting of 3rd party partners
Sales and marketing team alignment through facilitated working sessions
Integrated marketing communications programs
CPG has the industry experience and tools to assist clients with the entire Marketing Lifecycle. We help clients with everything from executive level Marketing strategies to tactical campaign plans and execution. We use our experience and knowledge to design and develop comprehensive marketing programs that show a true understanding of customer needs, market dynamics, and the competitive environment
Distribution Strategy & Channel Management
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Branch network optimization
Sales & relationship management program design
Market entrance strategy
Workplace banking
Branch site analysis & selection
Digital/mobile channel strategy
Sales force productivity benchmarking
Acquisition, cross-sell, & retention process (re)design
The growth of digitization has rapidly impacted the way in which customers interact with their financial institutions. Branch transaction volume is declining while adoption and usage of digital channels pushes to new all-time highs. This presents organizations with an opportunity to reduce the high costs of operating physical branch facilities. Yet, in-person advice and human touch remain key differentiators for many in the industry.
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Credit Risk Management & Finance
Loan portfolio reporting & policy issues
Balanced scorecards & benchmarking
Credit process assessment & redesign
Strategic & technology investment evaluation
Dual risk rating methodologies
Implementation assistance for profitability & financial planning systems
Enterprise risk reporting: external risk events monitoring
CPG’s professionals work with clients to develop and execute solutions to compete in commercial, consumer, and mortgage lending and manage and monitor the associated credit risks. Our consultants have decades of experience and a current knowledge of best practices, technology platforms, regulatory guidance, and third-party solutions that support the credit function.
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Some of our Favorite Clients
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Recent Articles & SpeechesCompeting to Win in Retail BankingTennessee Bankers Association Webinar, Feb 24-26, 2020
How to Dive Into Digital MarketingABA Bank Marketing, February 14, 2020
The Future of BankingMass Bankers CEO Conference, January 30, 2020.
Web Seminar: Treasury Management at a Crossroads: Support Group or Growth EngineAmerican Banker/Deluxe, January 28, 2020.
Your 2020 Marketing Spend: Digital vs. TraditionalABA Bank Marketing, January 22, 2020.
The 4 Things That Matter Most to Consumers in Selecting a New BankThe Financial Brand, January 8, 2020.
Treasury's New Full-Time Job? Keeping Pace with Technology; Customer ExpectationsDeluxe Community Blog, December 17, 2019.
The Pros and Cons of Traditional MarketingABA Banking Journal/ABA Bank Marketing, December 13, 2019.
How to Size Up the Value of Treasury ManagementDeluxe Community Blog, December 10, 2019.
Service Function or a Sales Engine? Solving Treasury Management's Identity CrisisDeluxe Community Blog, December 3, 2019.
Measuring the Success of a RebrandABA Banking Journal/ABA Bank Marketing, December 3, 2019.
Digital vs. Traditional Marketing: Do’s and Don’tsABA Bank Marketing, November 19, 2019.
4 Crucial Steps to Transform Banking Products for a Fintech WorldThe Financial Brand, November 11, 2019.
A Winning Game Plan: Playing Offense and Defense to Prepare for the FutureVertical IQ Webinar, October 30, 2019.
Digital vs. Traditional Marketing: Lessons LearnedABA Banking Journal/ABA Bank Marketing, October 7, 2019.
Podcast: Traditional vs. Digital MarketingABA Bank Marketing Conference, October 7, 2019.
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Why CPG?
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It takes time to know and trust consultants. We want new clients to grow into long-term relationships. Our success depends on it. We want to be business partners for the long-term, acting as a trusted source for information and support to help our clients achieve their goals.
Contact Information
Mary Beth Sullivan, Managing Partner
(202) 337-7872
www.capitalperform.com
@CPG_DC
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