Company Introduction

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Information about Company Introduction

Published on November 15, 2008

Author: davekerst

Source: slideshare.net

Positioning for Growth Winning Strategies and Tactics for Financial Institutions Peak Performance Consulting Group ® www.peakconsultinggroup.com

Introduction Who we are What we do Results we achieve for our clients How we can help Peak Performance Consulting Group, Inc. | 512-607-6332 | page

Who we are

What we do

Results we achieve for our clients

How we can help

Who we are Peak Performance Consulting Group ® helps financial institutions identify and implement winning strategies and tactics: Grow customers Grow revenue Improve operating efficiency We have a unique set of tools to identify opportunities, skilled staff to help you implement, and a proven track record of success. Peak Performance Consulting Group, Inc. | 512-607-6332 | page

Peak Performance Consulting Group ® helps financial institutions identify and implement winning strategies and tactics:

Grow customers

Grow revenue

Improve operating efficiency

We have a unique set of tools to identify opportunities, skilled staff to help you implement, and a proven track record of success.

We help clients grow revenue and improve effectiveness National and Regional Banks Community Banks and Credit Unions Specialized Financial Services Providers Peak Performance Consulting Group, Inc. | 512-607-6332 | page

National and Regional Banks

Community Banks and Credit Unions

Specialized Financial Services Providers

What makes us different Founded in 1998, Peak Performance Consulting Group is a leading independent management consulting firm specializing in retail banking, small business banking, and consumer lending. Deep industry knowledge and experience. All of our professionals have over 20 years of hands-on management experience in Retail Banking, Consumer Lending, Mortgage Lending and Business Banking at leading financial services companies. Proven methodologies tailored to the financial services industry. Our decision models identify and prioritize opportunities that will have the greatest impact. Top quality people. Our seasoned staff get high marks for professionalism, teamwork, and on-time delivery. Effective implementation with sustainable results. Our process helps you implement change and sustain lasting, positive improvement. High return on investment. We deliver consistent, measurable impact on the bottom line. Peak Performance Consulting Group, Inc. | 512-607-6332 | page

Founded in 1998, Peak Performance Consulting Group is a leading independent management consulting firm specializing in retail banking, small business banking, and consumer lending.

Deep industry knowledge and experience. All of our professionals have over 20 years of hands-on management experience in Retail Banking, Consumer Lending, Mortgage Lending and Business Banking at leading financial services companies.

Proven methodologies tailored to the financial services industry. Our decision models identify and prioritize opportunities that will have the greatest impact.

Top quality people. Our seasoned staff get high marks for professionalism, teamwork, and on-time delivery.

Effective implementation with sustainable results. Our process helps you implement change and sustain lasting, positive improvement.

High return on investment. We deliver consistent, measurable impact on the bottom line.

We help you “find the money” Finding the opportunities: Acquire more customers Improve revenue and product growth with existing customers Improve service levels to reduce attrition Improve productivity and cost efficiency Improve capital allocation Peak Performance Consulting Group, Inc. | 512-607-6332 | page

Finding the opportunities:

Acquire more customers

Improve revenue and product growth with existing customers

Improve service levels to reduce attrition

Improve productivity and cost efficiency

Improve capital allocation

Proven results: typical project generates 400%+ ROI Improved Operating Efficiency: Improved loan operations process flow, which enabled client to handle 40% more volume without increase in FTE Developed improved staffing models for community bank resulting in 19% improvement in FTE without impacting service delivery Improved Call Center process flow, resulting in 50% reduction in abandoned calls , therefore reducing operating cost and improving customer satisfaction Improved Organic Revenue Growth: Re-aligned branch sales process, resulting in 20% improved volume with no increase in expense Re-designed Call Center sales process resulting in 22% improved “book to look” (higher conversion of inquiries into booked loans without changing credit criteria or marketing programs) Re-designed consumer and small business deposit products, resulting in 138% increase in new accounts booked over a 12 month period Developed improved Cash Management products and sales process, resulting in “sales volume that exceeded our expectations” Improved Revenue Quality: Re-engineered deposit product pricing methodologies resulting in $4 million incremental annual revenue Re-engineered consumer loan pricing methodologies resulting in 20bp improvement in portfolio yield Peak Performance Consulting Group, Inc. | 512-607-6332 | page

Improved Operating Efficiency:

Improved loan operations process flow, which enabled client to handle 40% more volume without increase in FTE

Developed improved staffing models for community bank resulting in 19% improvement in FTE without impacting service delivery

Improved Call Center process flow, resulting in 50% reduction in abandoned calls , therefore reducing operating cost and improving customer satisfaction

Improved Organic Revenue Growth:

Re-aligned branch sales process, resulting in 20% improved volume with no increase in expense

Re-designed Call Center sales process resulting in 22% improved “book to look” (higher conversion of inquiries into booked loans without changing credit criteria or marketing programs)

Re-designed consumer and small business deposit products, resulting in 138% increase in new accounts booked over a 12 month period

Developed improved Cash Management products and sales process, resulting in “sales volume that exceeded our expectations”

Improved Revenue Quality:

Re-engineered deposit product pricing methodologies resulting in $4 million incremental annual revenue

Re-engineered consumer loan pricing methodologies resulting in 20bp improvement in portfolio yield

Proven results: BankPower ® drives market growth Branches using BankPower® achieved 189% higher deposit growth Peak Performance Consulting Group, Inc. | 512-607-6332 | page Actual client data: comparison of average deposit levels at branches using BankPower ® methodology vs. all other branches opened during same period.

Branches using BankPower® achieved 189% higher deposit growth

Our practice areas Peak Performance Consulting Group, Inc. | 512-607-6332 | page Functional Area Our Services Senior Management Strategic Plan development and team facilitation Organizational assessment to target revenue growth opportunities Branch Distribution Distribution analysis to identify revenue growth and productivity opportunities Sales growth strategies and training Call Center Assessment and benchmarking Improved customer service resulting in measurable increases in revenue Strategies and training for sales and service ATM Performance assessment and benchmarking Revenue enhancement or cost reduction opportunities Strategies and tactics to improve cardholder penetration and usage Marketing Identifying and prioritizing attractive target customer segments Deposit product strategies and new product development Consumer Lending Operational assessment and efficiency improvement Sales growth strategies Pricing strategies Small Business Banking Improved customer segmentation Deposit product strategies Target market strategies resulting in improved revenue growth Functional Area Our Services Senior Management Strategic Plan development and Board/Management Team facilitation Organizational assessment to target revenue growth opportunities Branch Distribution Distribution analysis to identify revenue and productivity opportunities Sales growth strategies and training Staffing analysis and branch workflow improvement Call Center Assessment and benchmarking Service improvements resulting in measurable revenue increases Strategies and training for sales and service ATM Performance assessment and benchmarking Revenue enhancement or cost reduction opportunities Strategies and tactics to improve cardholder penetration and usage Marketing Identifying and prioritizing attractive target customer segments Deposit product strategies and new product development Consumer Lending Operational assessment and efficiency improvement Sales growth strategies Pricing strategies Small Business Banking Improved customer segmentation Deposit product strategies and new product introduction Target market strategies resulting in improved revenue growth

Strategic Plan development and Board/Management Team facilitation

Organizational assessment to target revenue growth opportunities

Distribution analysis to identify revenue and productivity opportunities

Sales growth strategies and training

Staffing analysis and branch workflow improvement

Assessment and benchmarking

Service improvements resulting in measurable revenue increases

Strategies and training for sales and service

Performance assessment and benchmarking

Revenue enhancement or cost reduction opportunities

Strategies and tactics to improve cardholder penetration and usage

Identifying and prioritizing attractive target customer segments

Deposit product strategies and new product development

Operational assessment and efficiency improvement

Sales growth strategies

Pricing strategies

Improved customer segmentation

Deposit product strategies and new product introduction

Target market strategies resulting in improved revenue growth

How can we help? David Kerstein President Peak Performance Consulting Group 512-607-6332 [email_address] www.peakconsultinggroup.com Peak Performance Consulting Group, Inc. | 512-607-6332 | page

David Kerstein

President

Peak Performance Consulting Group

512-607-6332

[email_address]

www.peakconsultinggroup.com

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