Financial Product Management

Are your Financial Institution's Deposit and Lending products aligned to your strategy, value proposition and member expectations?

Which of your products (and members) are the most and least financially sustainable?

How much additional revenue could be generated by optimizing your pricing process?

Is there a robust and recurring process in-place to review key product features and banking service charges?

Our method

We combine three key views in our comprehensive approach to product management initiatives: the external market, the internal organization, and data on how members are utilizing various products and services.  Activities include:

• • Deposit Strategy development

  • Product Shelf review

  • Service Charge review

  • Product Rationalization analysis

  • Pricing and Offer Management optimization

  • Profitability analysis