Bank Customer Profitability Analytics Consulting

- serving banks around the globe since 1997 -

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    Banking Customer Profitability analytics design, prototype and implementation

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    Retail Banking Customer Profitability Analytics Implementation and Industry SME

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    Commercial Banking Customer Profitability Analytics Implementation

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    Retail Banking & Wealth Management Attrition / Retention Analytics Strategy

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We can help your bank focus the right resources on the right customers, by providing objective advice and subject matter expertise in these areas:

  • Customer value | profitability metrics (requirements, design, implementation, application)

  • Customer behaviour analysis (implementation, application)

  • Performance management metrics (from what to measure through to compensation design), and

  • Application and Data architecture and strategy.

Our experience includes CPG, Retail, Commercial Banking, Retail Banking, Cards, Trust, Investment Management, Wealth Management, Insurance, Brokerage, and Loyalty business sectors.

We have worked with many of the leading companies in Canada, the USA, Latin America and overseas, bringing objectivity, experience and vision to their customer information management. Our unique combination of skills - a fusion of finance, marketing, technology and management - enables us to provide broad and deep insight to our clients.

Dave McNab, B. Comm., CA

 See our affiliate FlowTracker Analytics for information about measuring customer behavior with flow of funds metrics.