Revenue Enhancement Strategy

Develop business operating model to increase assets gathered from the wealth market segment in fee earning products.

Conducted market analysis of wealth segment, developed recommended product suite & sales model & presented business case that demonstrated significant potential revenue contribution upon implementation.

Product Strategy


Recommend entry strategy for CBO market and assessed attractiveness, growth, and competitive situation for CBO collateral managers relative to their core strengths.

Completed market sizing & segmentation, needs & purchasing patterns, compiled competitive data outlining the strategies & tactics employed by other firms in the market, defined market structure, key parties, & interrelationships & identified risks & potential financial impact to client’s entry strategy.