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Case Study Intro

Our client is the private division of a retail bank that has 100,000 clients, $500,000,000 in revenues, and $150,000,000 in net income.

They make their revenues from interest and fees. The nature of the sale is one-on-one pitch between the bank sales person and the customer. So the salary cost and the transaction costs tend to be high. They have a large presence in the North East and a moderate presence in the South East

Our client’s goal is to double the revenues and profits of the business in 5 years. Assess the feasibility of the goal.

Prioritize the two or three most important steps they should take in their action plan.

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