Phoenix-based CCG Catalyst, a provider of strategic guidance for banks, credit unions, mortgage lenders and other financial organizations, has launched a series of new review services, an objective initiative aimed to reveal financial institution’s operational health in five core areas. The five key offerings available to financial institutions include:
► Contract Review provides the latest information on vendor contract terms, service levels, costs and best practices.
► Operational Review identifies potential cost-saving opportunities, analyzing internal workflows, documented procedures, processing requirements and technology solutions. Catalyst will identify and prioritize the top two ROI opportunities and provide recommended improvements to operations.
► Technology Review monitors the client’s technology strategy plan, technology/business alignment, technology governance policies and technology costs. Catalyst will then provide a presentation report outlining key findings, potential technology optimization opportunities and a summary assessment of technology capabilities.
► Revenue Enhancement Review analyzes how the client generates revenue, taking into account philosophies and short/long-term strategies, products, clients and marketplace, systems and processing environment and the regulatory environment. Catalyst then provides a presentation report that includes potential revenue opportunities and identifies the top two ROI opportunities.
► Branch Network Review provides a snapshot of a client branch network’s competitive position, analyzing branch network market share data, branch sales and transaction activity and other branch-related information. The analysis includes a competitive profile, high-level internal benchmarking report, potential branch optimizing opportunities and a summary assessment of branch network information capabilities.
“Many institutions would like to improve these areas but do not know where to start. Our review services initiative delivers a short-term, instant impact to a financial institution’s bottom line by identifying key optimization opportunities and recommended solutions before they commit to a project,” said Paul Schaus, president of CCG Catalyst.
For more information, visit www.ccg-catalyst.com.
