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Business Process Re-engineering

Credit and Debit Cards

Litigation Support

Managing Channels of Distribution

Market Opportunity Assessment

Mergers and Acquisitions


Payment System

Remote Deposit Capture

Strategy Consulting

System and Operations Planning






  Managing Channels of Distribution

• Developed a branchless banking action plan for a major California thrift that wanted to limit its
  investment and time horizon, avoid the "bleeding edge," and emphasize service over sales
  activities. We provided a concise overview of the state of branchless banking and a process for
  making decisions concerning investments in existing and new channels of distribution, both
  electronic and traditional.

• Conducted a seminar for a major Brazilian bank on techniques for managing the channels of
  distribution for retail products. The program focused on the unique characteristics of Brazil and
  the bank; and addressed the spectrum of channels available from traditional branches and ATMs
  through telephone, home banking and web sites.

• Helped a major west coast acquirer assimilate a culturally very different business banking
  organization.

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