M&F Bank

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

Type:

For-Profit

Details

Year:

2022-2023

Program:

Daytime

Center:

Strategy

SJF Ventures

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

Type:

For-Profit

Details

Year:

2022-2023

Program:

Daytime

Center:

I&E

SJF Ventures

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

Type:

For-Profit

Details

Year:

2021-2022

Program:

EMBA

Center:

Strategy

Fidelity Investments

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

Type:

For-Profit

Details

Year:

2019-2020

Program:

MMS

Center:

Strategy

Refinancia

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

Type:

For-Profit

Details

Year:

2018-2019

Program:

Daytime

Center:

CASE

Camelback Ventures

Project

A Model for a Self-Sustaining Entrepreneurship Program

Summary: Helped Camelback Ventures explore alternative funding sources.

Categories:

Finance

Client

Location: New Orleans, LA

Industry:

Banking, Finance & Insurance

Type:

Non-Profit

Details

Year:

2017-2018

Program:

Daytime

Center:

CASE

M&F Bank

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

Type:

For-Profit

Details

Year:

2019-2020

Program:

Daytime

Center:

Strategy

Refinancia

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

Type:

For-Profit

Details

Year:

2019-2020

Program:

Daytime

Center:

CASE

M&F Bank

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

Type:

For-Profit

Details

Year:

2020-2021

Program:

Daytime

Center:

Strategy

Citi

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

Type:

For-Profit

Details

Year:

2020-2021

Program:

Daytime

Center:

Strategy