Assisting Banks and Financial Services Companies in their Client Acquisition Programs.

Our consultants with banking domain expertise work closely the client’s senior management to get an understanding of their objectives in terms of risk appetite, social goals and profitability. Once there is an agreement on these key issues, we structure for the client a Target Risk Acceptance Criteria (TRAC). Thereafter, Target Market Lists are created using our proprietary software to sort databases to identify prospects. This process ensures that the customer acquisition program is in congruence with the corporate objectives.