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RECENT PROJECTS

Strategic Planning and Implementation

  • Developed and implemented domestic and international cash management
    strategies for several major banks
  • Formulated innovative marketing strategies for domestic and international cash
    management, as well as for international private banking
  • Developed and implemented strategies for leveraging international banking
    alliances
  • Established and implemented global customer service strategy
  • Undertook major strategic infrastructure projects for global European and
    Canadian banks
  • Determined customer needs and delivery strategy for international services for
    small domestic bank
  • Worked with a US bank to outsource international product delivery

Product and Business Unit Development

Conceived, designed, developed and implemented new products and business units
including:

  • International private banking
  • Agent depository business for Swiss banks
  • Global funds management
  • Cayman Islands off-shore investment desk
  • International banking facility (IBF)
  • International treasury consulting
  • International cash management for global banks
  • International cash management for regional banks
  • Worldwide inquiry tracking and resolution system for customer service
  • Product branding and communications strategy for retail distribution system of
    the future

Training, Team Building and Change Management

  • Managed sales, service and product organizations
  • Trained worldwide customer service staff in TQM work processes, best practices
    and new service culture
  • Developed and rolled out new sales and product training programs globally
  • Formulated and conducted senior management team building program
  • Managed change process associated with nationwide roll out of new corporate
    strategy
  • Conducted training programs for major global banks and professional associations
  • Ran in-house focus group sessions to research satisfaction and needs for
    electronic sales tools
  • Developed and delivered UK and US domestic and international cash
    management certification programs

Market Research

  • Managed media research department for large consumer products company
  • Conducted extensive qualitative research for major multinational clients
  • Developed customer profitability database for multi state bank
  • Statistically quantified revenue opportunity for international cash management
    for major regional bank
  • Developed and marketed syndicated international cash management market
    survey
  • Conducted focus group research into electronic banking platforms for super-
    regional bank
Consulting, Inc.
Global Strategic Planning
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