Delivery Functional Lecture. 2 Executive Banking School Objectives Retail Strategy Customer acquisition Branding & marketing Product & pricing Delivery.

Slides:

Advertisements

Similar presentations

Credit Card Business. Where Do Cards Fit? Consumer Banking Needs.

Advertisements

Business Plan What? Overview & reflection of the business and its owner – thorough explanation of a business idea and how it will be executed Story of.

Assess the Market for Your Business Idea

Kotler / Armstrong 11e, Chapter 6 Business buyer behavior includes retailers and wholesalers who buy things with the purpose of making a profit. 1.True.

Strategic Business Planning for Commercial Producers How Can the Business Be Positioned Through Strategic Thinking?

Forecast Revenues and Costs

How Can the Business Be Positioned Through Strategic Thinking?

Create Financials Stephen Lawrence and Frank Moyes Graduate School of Business University of Colorado Boulder, CO

Gérard Naulleau, Management Control Management Control Systems and Procedures MBA 2006 Gérard Naulleau.

PowerPoint Presentations for Small Business Management: Launching and Growing New Ventures, Fifth Canadian Edition Adapted by Cheryl Dowell Algonquin College.

 A written document that specifies how, where, and to whom a business plans to market its product(s) and/or brand(s).  A small business typically creates.

Success Strategies for Business Owners Marketing The Big Picture.

Strategic Plan Template.

LECTURE ESSENCE AND STRUCTURE OF BUSINESS PLAN. 1.The concept of business – plan 2.Contents (parts) of business plan.

Product Officer Functional Lecture

Sapient Insurance Partners. Overview & Services We have almost four decades of combined experience in the property & casualty insurance and reinsurance.

Live Bank Case Study.  Applying CBA Executive Banking School learning objectives to a Live Case Study on a current relevant topic  Applying Retail Bank.

Introduction to Retail Bank MarketSim Mike Allen.

Define the environment in the context of business Learn the difference between the general environment and the industry Explain how PESTEL analysis is.

Sports & Entertainment Marketing Mr. Bernstein Develop a Marketing Plan, pp May 21, 2013.

FOUNDATIONS OF STRATEGIC MARKETING MANAGEMENT Marketing 3349.

McGraw-Hill/Irwin Copyright © 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 13 Marketing Channels.

Define the geographic area of market Identify & use economic indicators Analyze the market area’s economy Evaluate economy within market.

Daily Debrief #2, Wednesday Community A – Betsy Duke & Melissa Kelly.

Chapter 24 Responsibility Accounting and Performance Evaluation

Enterprise Risk Management at Nationwide Emily Gilde Session: Implementing DFA 2003 CAS Risk and Capital Management Seminar.

Marketing Officer Functional Lecture. 22 Executive Banking School Objectives Retail Strategy Customer acquisition Branding & marketing Product & pricing.

Chief Retail Officer, Chief Financial Officer, and Business Plan Functional Lecture Mike Allen.

Business Plans Part 3 Taken from

Daily Debrief #1, Monday Community A – Betsy Duke & Melissa Kelly.

Chapter 10 Marketing Channels and Supply Chain Management.

Investment and portfolio management MGT 531.  MGT 531   Lecture # 16.

[INSERT NAME] KEY ACCOUNT PROFILE [INSERT PERIOD].

CH 2 STRATEGY ANALYSIS. Strategy Analysis Strategy analysis is an important starting point for the analysis of financial statements –Allows the analyst.

Jim Rozsypal Partner Risk Management Practice - Ernst & Young ERM Symposium focus | support | accelerate t.

Click to edit title. REVENUE MANAGEMENT AND DYNAMIC PRICING IN BRUSSELS AIRLINES.

8 Daily Lecture Wednesday II Community A. 8 Daily Lecture Wednesday II Community B.

EC1150 Macroeconomics Introduction 1. of 27 Copyright © 2008 Pearson Education Canada  Instructor: Andrea Best  Instructor’s Phone Number:

Balanced Scorecard: Measures that Drive Performance  No single measure can focus attention on the critical areas of a business Managers need a balanced.

COST and MANAGEMENT ACCOUNTING as a key enabler of SUSTAINABLE COMPETITIVE BUSINESS A.N.Raman Member TCM Working Group Member PAIB Committee of the IFAC.

MARKETING STRATEGIES IN RETAILING, MARKET RESEARCH, AND SEGMENTATION.

Live Bank Case Study.  Applying CBA Executive Banking School learning objectives to a Live Case Study on a current relevant topic  Applying Retail Bank.

Retail Bank MarketSim In Bank Training – Invest in your best.

TRANSACTION PRICING December 11, 2002 Transaction Pricing Developing unit prices for individual products or services.

Why do a financial Plan  Can’t raise money without one?  Feasibility of business model  Understand the key variables for your business  Understand.

The Business Plan. Role of business planning To set the objectives for the business To ensure the business idea can be delivered profitably To raise finance.

Marketing Plans. Marketing Concept Is the idea that a business should strive to satisfy customers’ needs and wants while generating a profit for the firm.

Explain the nature and scope of cHannel management

© 2010 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

Customer Segmentation in the Banking Industry Dr. Robert L. Underwood Associate Professor Department of Business & Accounting Furman University July 26,

Text to 37607: Starbucks19 netID Go online to AEM 4550 class website

Measuring Line of Business Success

Projecting Line of Business Results

Profitability Analysis

Measuring Success – Part II

Implications of Multi-segment Strategy

Go online to AEM 4550 class website

Lecture 14 Brand Equity.

Strategic Choices in Banking Case Study

Introduction to Retail Bank Management

Chapter One Introduction McGraw-Hill/Irwin

Business of Banking.

FIN 370 GENIUS Perfect Education/ fin370genius.com.

Marketing Information Management

Unit 6 Finance Knowledge Organiser 6 The Role of the Finance Function

Pricing, Distributing, and Promoting Products

Analysis & Presentation Lecture

Bank-wide Expense Initiative

How did they answer the three basic economic questions

Presentation transcript:

Delivery Functional Lecture

2 Executive Banking School Objectives Retail Strategy Customer acquisition Branding & marketing Product & pricing Delivery optimization Bank Management Strategy Economic value & risk Capital considerations Analyst influences 360° executive management Financial Strategy Financial analysis Key performance drivers Earnings power Risk considerations

3 MarketSim Objectives

4 Functional Lecture Objectives  To focus on areas of responsibility  To review decision responsibilities  To review the tool kit of worksheets  To discuss common issues  To answer common questions

5 The Role Delivery Officer  Analyzes the prior year's distribution activity  Makes branch and ATM opening and closing decisions  Sets alternative delivery and level of service strategies for the coming year  Projects future distribution results for the retail balanced scorecard  Performs other assignments applicable to the distribution function

6 MarketSim Process AnalyzePlanForecastExecuteReview Retail Bank MarketSim Process Flow

7 MarketSim Process

8 Analysis

9

10 Branch Distribution Report

11 Distribution Report

12 Distribution Report by Channel

13 Distribution Report by Sector

14 Sector Profitability

15 Planning and Forecasting

16 Delivery Appeal Worksheet

17 Branch Cost Per Transaction Worksheet

18 Branch Cost Per Transaction Worksheet

19 Other Costs Per Transaction Worksheet

20 Other Costs Per Transaction Worksheet

21 Execute

22 Branch Decisions

23 Call Center Decisions

24 Mobile Banking Decisions

25 Online Banking Decisions

26 Stand Alone ATM Decisions

27 Branch & ATM Decisions by Sector

28 Call Center Decisions

29 Mobile Banking Decisions

30 Online Banking Decisions

31 Standalone ATM Decisions

32 Branch Type, Costs & Capacity

33 ATMS  Can only work in multiples of 3  Can only have 60 in any given Neighborhood

34 Best Practices  Fixed Expense versus Variable Expense  Transactions and Capacity  How much is enough and how much is affordable?

35 Today’s Assignment  Complete a new Bank Condition Consensus Worksheet  Review Customer Projection Worksheet Results – try to explain the outcome using the Competitive Report  Using completed Delivery Appeal Worksheet to determine where to place branches, ATMs and what level or service to offer  Complete Delivery Optimization Worksheets reflecting your assumptions about changes to your delivery channels  Complete the Customer Projection Worksheet  Make Delivery Decisions

36 Review Course Objectives  To focus on areas of responsibility  To review decision responsibilities  To review the tool kit of worksheets  To discuss common issues  To answer common questions

37 Please fill out your evaluation for this session. Click here: We value your feedback! Evaluations