Ecg Overview June2009

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  • 1. June 2009

2. EnTrust Consulting Group, LLC Revenue Generation Operations and Risk Management Past and Present Clients ManagementConfidential & Proprietary Information Do Not Distribute 3. EnTrust Consulting Group, LLC is an independent firm providing management consulting services to financial services clients in the areas of strategy, performance, technology, operations and risk management.Our professionals are seasoned executives from the financial services industry who have dealt first hand with the challenges facing companies today, and are committed to providing our clients with real solutions to help them grow and manage their business in an ever changing industry. Confidential & Proprietary Information Do Not Distribute 4. Our professionals have led efforts to design, implement, and/or enhance revenue generation programs since 1998, both from within the financial services industry and on behalf of financial services clients in a consulting capacity.We do not possess proprietary software or technology, so our advice is based on the unique circumstances facing each client. Our goal is to provide a tailored approach to each engagement that will provide lasting value for your corporation and stakeholders.We have worked with industry leaders in the banking, insurance and asset management industries. We know how they work, their strengths and weaknesses and use this knowledge to identify strategic opportunities for our clients. Confidential & Proprietary Information Do Not Distribute 5. Creating corporate strategies for Designing and developing revenue expansion and market shareinnovation programs, including growthevaluation and implementation methodologies Developing products for the Consumer, SME, Corporate, and Creating line of business strategies Government marketsfor customer retention and disintermediation prevention Developing loyalty programs for customer acquisition and merchant Designing and developing channel acceptance growth distribution strategies to extend brand presence Designing and developing information solutions that extend product Re-engineering business processes portfolio value and increase adoption to reduce organizational cost and complexity and improve time to marketConfidential & Proprietary Information Do Not Distribute 6. NewDiversifyMarket Analysis & Segmentation Product & Service Offerings Re-use/modify solution and infrastructure to enter Profitability Drivers & Pricing new markets Financial Modeling Capabilities Business Case Development Operations PlanningProtect and GrowCore Continue to deliver on core value Extend through reduced cost and increased realized customer benefit.Capitalize on position to extend new solutions to Increase market share through existing customers competitive analysis, strategic enhancement and differentiation.Current New Customers Confidential & Proprietary Information Do Not Distribute 7. Determining how best to drive and implement change within their organizations is a challenge that many clients face. The need for change may be necessitated by a combination of changing markets, technology, regulatory landscape, financial concerns, and internal pressures. Further, todays regulatory environment poses heightened concerns and scrutiny which companies must address in their internal compliance and oversight programs.We help financial services clients to navigate change and to address the regulatory, operational and practical challenges that arise in day-to-day operations and in identifying, assessing and responding to business and regulatory risk.Confidential & Proprietary Information Do Not Distribute 8. Business process design, Enterprise Regulatory Risk documentation, and re-engineeringAssessments to evaluateinherent/residual risk and control Technology processes and systems infrastructure gaps reviews Development of risk management Information lifecycle management criteria and methodology planning Development and implementation Operating efficiency reviews and of compliance and supervisorygovernance/oversight structure expense reduction planning Enhancement of Vendor Safeguarding of Customer informationManagement/ Oversight and privacy reviews (GLBA) Testing & Monitoring Programs Regulatory response efforts Confidential & Proprietary Information Do Not Distribute 9. Design Design existing and to beModel variables, what-if? OptimizeModelBPM Life Execute simulate, deploy Cycle Monitor mine and measure Monitor Execute Optimize continuous improvement Confidential & Proprietary Information Do Not Distribute 10. Bank of America Citibank American Express JP Morgan Chase Barclays Global Investors Toyota Motor Credit Union Charles Schwab Pepsi ICP Industries Blue Shield of California Confidential & Proprietary Information Do Not Distribute 11. Matt specializes in the areas of market and product development, business optimization, supply chain operations, payment and payment networks, organizational efficiency and cost reduction.As a former Vice President for Visa Inc., Visa USA and Visa International, Matt held a number of senior management positions encompassing the product, marketing, consulting and eCommerce divisions for domestic and international lines of business.Matt has engaged in a variety of projects that required advanced knowledge of strategy development, domestic and international market penetration, innovation management, systems development lifecycle management, operational best practices and regulatory compliance.Confidential & Proprietary Information Do Not Distribute 12. Mike specializes in the areas of regulatory risk management, operational controls, business process management, and technology project management/delivery.As a former Director with Navigant Consulting, Mike led operational, technology, compliance, and information management related engagements for financial services clients. Previously, as a Senior Vice President at Bank of America, Mike held a number of senior management positions encompassing the institutional brokerage line of business, technology and operations, legal, and compliance.Mike is also an attorney and has been involved in a number of the largest regulatory issues and litigation matters facing the financial services industry today.Confidential & Proprietary Information Do Not Distribute 13. ENTRUST CONSULTING GROUP, LLCsolutions that last351 La Questa Drive, Danville, California 94526 925.818.0813 phone, 925.476.9088 fax mmullen@entrustconsulting.com