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