Project
ECIP Deployment
Summary:
Identify marketing and business strategies that will help the client generate loan activity in targeted populations as a requirement of the ECIP investment.
Categories:
Finance, Marketing Strategy, Strategy, Technology
Client
Location:
Durham, NC
Industry:
Banking, Finance & Insurance
Details
Project
SJF Ventures Portfolio Company Portal Buildout
Summary:
Buildout of a custom, "self-service" portal for SJF portfolio companies to access resources created and provided by the Portfolio Acceleration team.
Categories:
Operations, Strategy, Technology
Client
Location:
Durham, NC
Industry:
Banking, Finance & Insurance
Details
Project
Carbon Impact Modeling for SJF Ventures Portfolio Companies
Summary:
Conducted a thorough, third-party review of SJF Ventures’ Portfolio Carbon Impact Model to ensure that it is incorporating best-in-class methodologies for measuring carbon mitigation across the growing SJF portfolio.
Categories:
Market Research, Other, Strategy
Client
Location:
Durham, NC
Industry:
Banking, Finance & Insurance
Details
Project
Fintech Market Analysis
Summary:
Investigated whether a rebased, lower-cost brokerage platform could appeal to non-Fidelity customers with new customer experience and go-to-market approach.
Categories:
Analytics, Finance, Market Research, Marketing Strategy, Social Media, Strategy, Technology
Client
Location:
Durham, NC
Industry:
Banking, Finance & Insurance
Details
Project
Digital Transformation
Summary:
Defined Refinancia’s digital strategy to better interact with their customers and offer them better solutions, better experience and better support.
Categories:
Operations, Strategy
Client
Location:
Bogota, Colombia
Industry:
Banking, Finance & Insurance
Details
Project
A Model for a Self-Sustaining Entrepreneurship Program
Summary:
Helped Camelback Ventures explore alternative funding sources.
Client
Location:
New Orleans, LA
Industry:
Banking, Finance & Insurance
Details
Project
Shared Prosperity
Summary:
Outlined a brand awareness strategy for a local, minority-owned bank to build relationships with high-value organizations through partnerships and sponsorships as a means to increase access to loans and deposits in the various markets served.
Categories:
Market Research, Marketing Strategy, Strategy
Client
Location:
Durham, NC
Industry:
Banking, Finance & Insurance
Details
Project
A Road To Return Distressed Clients To The Financial System
Summary:
Assessed second-chance loan products from across the world and recommended a set of six products to the client that match the needs of their customers.
Categories:
Finance, Strategy
Client
Location:
Bogotá, Colombia
Industry:
Banking, Finance & Insurance
Details
Project
Agile Career Mobility Framework
Summary:
Developed an actionable framework for an internal mobility strategy, leveraging extensive primary research and insight generations to identify requirements of a successful strategy and top opportunities for activating improvement.
Categories:
Human Capital
Client
Location:
New York, NY
Industry:
Banking, Finance & Insurance
Details
Project
SBA loan program approach and expansion
Summary:
Developed a business plan for locally-based consumer bank’s small business lending platform, with the goal of increasing annual dollar amount of loans.
Categories:
Market Research, Marketing Strategy
Client
Location:
Durham, NC
Industry:
Banking, Finance & Insurance
Details