Areas of Practice

Sales Management

 

We help you fill your team with best possible producers and optimize production of each sales person, and upgrade your organization’s performance through coaching and training or replacement of under performers. We offer analysis of sales data and people to understand how you are doing compared to your competitors.

Customer Experience

 

We help you retain and expand your customer base by identifying and correcting deterrents to repeat business. We evaluate your customer’s expectations and how they view you are doing. Matching your value proposition with the needs of clients and prospects is critical to exceeding customer expectations.

Operational Efficiency

 

We help you identify ways to maximize your resources, capitalizing on strengths of your people and systems. Increased capacity without a correspondent increase in expenses provides improved margins and profitability. How you offer and price your products positions you to understand and position you to improve your Operating Efficiency.

Portfolio & Risk Management

 

We help you understand , evaluate and manage your risk tolerances. We offer three prong risk review, balancing attributes in managing your portfolio: evaluating borrowers’ financial capacity, type of collateral and specific industry macro trends including borrowers’ customers. Understanding the interdependence between your clients and their clients with trends in the economy and competitors strategies affect the risk in your portfolio.

Organizational Structure & Succession Planning

 

We help you by offering important perspectives on organizational structure and the affect on employees and customers. As companies grow the demands and complexity of your business present different challenges than you previously encountered. Succession Planning is a feature of our service which provides you a foundation to evaluate your resources and implement strategies to meet the expectations of employees , customers and stockholders.