Download ppt - Ecg Overview June2009

June 2009

EnTrust Consulting Group, LLC Revenue Generation Operations and Risk Management Past and Present Clients Management

Confidential & Proprietary Information – Do Not Distribute

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.


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.


Creating corporate strategies for revenue expansion and market share growth

Developing products for the Consumer, SME, Corporate, and Government markets

Developing loyalty programs for customer acquisition and merchant acceptance growth

Designing and developing information solutions that extend product portfolio value and increase adoption

Designing and developing innovation programs, including evaluation and implementation methodologies

Creating line of business strategies for customer retention and disintermediation prevention

Designing and developing channel distribution strategies to extend brand presence

Re-engineering business processes to reduce organizational cost and complexity and improve time to marketConfidential & Proprietary Information – Do Not Distribute

Extend

Capitalize on position to extend new solutions to existing customers

Current

New

New

Diversify

Re-use/modify solution and infrastructure to enter new markets

Protect and Grow Core

Continue to deliver on core value through reduced cost and increased realized customer benefit.

Increase market share through competitive analysis, strategic enhancement and differentiation.

Customers

Capabilities

• Market Analysis & Segmentation• Product & Service Offerings• Profitability Drivers & Pricing• Financial Modeling• Business Case Development• Operations Planning


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, today’s 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.


Business process design, documentation, and re-engineering

Technology processes and systems reviews

Information lifecycle management planning

Operating efficiency reviews and expense reduction planning

Safeguarding of Customer information and privacy reviews (GLBA)

Regulatory response efforts

Enterprise Regulatory Risk Assessments to evaluate inherent/residual risk and control infrastructure gaps

Development of risk management criteria and methodology

Development and implementation of compliance and supervisory governance/oversight structure

Enhancement of Vendor Management/ Oversight

Testing & Monitoring Programs


Design

Model

ExecuteMonitor

Optimize

BPM Life

Cycle

• Design – existing and ‘to be’

• Model – variables, ‘what-if?’

• Execute – simulate, deploy

• Monitor – mine and measure

• Optimize – continuous improvement



Bank of America

American Express

Barclay’s Global Investors

Charles Schwab

ICP Industries

Citibank

JP Morgan Chase

Toyota Motor Credit Union

Pepsi

Blue Shield of California

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.


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.


ENTRUST CONSULTING GROUP, LLCsolutions that last

351 La Questa Drive, Danville, California 94526925.818.0813 phone, 925.476.9088 fax

[email protected]