Previous Work Examples
For a lender that services the small business market in the Southwestern US, we evaluated the ability of branch banking business development officers to recognize and respond to customer product needs, including the effectiveness in the hand-off and referral to product sales people.
Competitor Analysis / Primary Provider Comparisons
For a national lender who provides retail financing to dealer organizations, we tracked the penetration of competitors into our client's customer base. We provided insight into what each competitor was doing to secure a primary provider position and how likely our client was to earn additional business vs. each competitor and why.