Relevant Projects:

STRATEGIC SERVICES

  • Developed direct insurance business line for large, Latin American insurance company
  • Provided strategic support for major transformations of three large US credit unions – work included strategy development, customer segmentation, operating model and numerous implementation tasks
  • Developed sophisticated customer retention program for large US consumer bank
  • Developed direct business operating model for US insurer
  • Developed Mexican market entry strategy for US insurer
  • Managed strategic turnaround project for $85 billion super-regional bank
  • Developing Latin American consumer finance organization for group of institutional investors
  • Managed multi-year strategic review and reorganization for $3 billion US mutual insurer
  • Conducted comprehensive strategic review of large financial services client joint venture
  • Established strategic management process for diversified financial services company
  • Managed international strategy group for US insurer
  • Reorganized pension system for Government of Serbia
  • Developed strategic options for institutionally funded Canadian technology startup
  • Identified areas for substantial cost takeout for diversified US insurer
  • Conducted strategic review of client subsidiary providing outsourced lending and call center support for credit union
  • Managed outsourcing of marketing agency for diversified financial services company
  • Established strategic management process for diversified financial services company
  • Developed product management capacity for $1.3 billion credit union
  • Performed 6 month strategic review of client international businesses in Australia, Canada, Ireland, South Korea and the Caribbean
  • Privatized government owned insurer in Central Europe
  • Provided strategic support for $25 billion asset management company
  • Development of start-up business serving Mexican microfinance industry
  • Developed an innovative loyalty program for a $1.5 billion US credit union
  • Interim management of retail banking marketing department during leadership transition

 

ANALYTICS

 

  • Developed SmartBanker and SmartInsurer consumer analytics tools for use by mid-sized financial institutions
  • Developed numerous statistical model for us in banking and insurance industries
  • Manage analytics infrastructure for US credit union on an outsourced basis
  • Developed analytics strategy for mid-sized Latin American insurer
  • Developed customer segmentation approach for US insurer
  • Performed complex checking account analysis for a $2 billion US financial institution
  • Developed deep analytical understanding of super-regional bank customer retention problem including development of tool to assess the financial impact of attrition
  • Developed analytical growth model for US financial institution
  • Developed data infrastructure for a large Central American bank
  • Developed a data driven segmentation approach for a $1.5 billion US credit union