Consulting & Implementation Services
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New Customer Onboarding Improvement Program |
| CPG's New Customer Onboarding Improvement Program helps banks to identify and address opportunities for developing deeper customer relationships. Download more information. | |
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Branch Channel Enhancement Services |
CPG's Branch Channel Enhancement Services combine powerful
diagnostics, industry insight, and CPG’s deep retail banking and delivery
system optimization experience to enable banks to improve channel
efficiency, productivity, profitability, and customer experience.
Download
more information.
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Wealth Management Services |
| CPG recognizes the challenges and opportunities currently
faced by wealth management organizations, and in turn, has developed
timely, actionable solutions that fully consider the condition of
the industry today. CPG's services strategically position your institution
to address immediate needs in order to survive and grow. Download
more information.
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Mortgage Banking Strategic Services |
| Many banks have been forced to redevelop their mortgage
businesses as a result of the secondary market collapse and diminishment
of wholesale channels. Capital Performance Group can help reposition
your bank in today's market, create competitive advantages, and increase
market share through a set of services designed to improve portfolio
lending profitability, integrate mortgage lending into retail and
wealth management banking programs and channels, cross-sell new mortgage
acquisition customers, and develop an efficient operating structure.
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M&A Implementation Services |
| CPG can provide experienced insight, guidance, resources,
and structure to help your bank to realize maximum value from bank
acquisitions while minimizing day-to-day disruptions and performance
issues. Support services include valuation, project management, finance
& accounting, business line integration, technology & operations integration,
and distribution network consolidation. Download
more information.
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Credit Risk Management |
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CPG helps to improve portfolio analysis, reporting, and monitoring processes to support profit improvement and risk management objectives. We design and produce informative, actionable portfolio reports that can be used to provide greater value to customers, build deeper relationships, rationalize pricing, and more effectively manage risks. CPG also assists clients with the implementation of dual risk rating methodologies. Download more information. Does
your institution have Risk Management issues? CPG has developed
a 10-minute, self-scored Commercial
Real Estate Risk Management Questionnaire to enable you to identify
potential weaknesses at your institution and disconnects between
risk management practices and business strategy. Your responses
will highlight credit risk management issues that you and other
members of your management team may want to investigate. |
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Growth & Innovation Workshops |
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Competitive
Advantage is the key to high growth in financial services. Creating,
achieving and sustaining an advantage requires insightful thinking
as well as disciplined execution. To help financial institutions
succeed in this highly competitive and challenging environment,
CPG offers Growth & Innovation Workshops designed to spark innovation
and creative thinking on key issues and opportunities that matter
most. Download
more information. |
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Team Effectiveness Program |
| A program designed to improve the ability of leadership
groups to accomplish business objectives by increasing motivation,
removing obstacles to high productivity, and improving work practices.
This facilitated process helps management and working teams to establish
consensus regarding goals, obstacles, roles, and responsibilities
to enhance communications and streamline decision making. The end
result is an improved ability to translate strategy into results.
Download
more information on the Team Effectiveness Program. |
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Executive Planning Support & Meeting Facilitation |
| CPG senior staff can help to structure, organize, and
run planning meetings to ensure your team makes the best use of precious
resource time and is able to create an actionable work plan that leads
to desired results. We bring industry insight and deep subject matter
knowledge to help guide discussions and drive your team to meaningful
decisions. We can tailor our involvement as needed-we draw upon a
vast toolkit of facilitation tools, scorecards, and decision frameworks,
and can assume responsibility for presenting synopses of industry
best practices and market analyses. |
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Project Management Office |
| CPG consultants can serve as project managers or project
management assistants to enable you to devote the proper level of
attention and resources to the implementation and coordination of
key initiatives while making efficient use of internal staff. We leverage
a structured management discipline and a proven set of planning and
tracking tools, and we work with you to customize our approach and
level of involvement to meet your specific needs. We can assume critical
responsibilities including developing project plans, coordinating
with team members regarding task execution, identifying and helping
to resolve project issues, reporting project status, facilitating
team meetings, drafting communication plans, and serving as a liaison
with project steering committees. |
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BankRank™ Market Potential and Office Performance Assessment |
| A model and methodology for resource allocation
decision making based upon objective analysis of market opportunity
and the performance of bank offices. Specifically, BankRank facilitates
the collection and aggregation of market potential and branch performance
data into accessible repositories; ranks markets based on their future
potential; ranks offices based on their past performance; and compares
market potential and office performance to drive branch network expansion,
consolidation, and investment decisions. View
or download a sample. |
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Sales Force Productivity Assessment |
| This process is designed to provide
managers with an objective, fact-based approach to developing sales
productivity benchmarks, measuring actual productivity against those
benchmarks, and developing action plans to improve productivity levels.
CPG establishes banker-level performance benchmarks based on industry
best practices and reasonable sales improvement targets relative to
the client's current results. CPG then assesses the productivity of
each individual banker relative to these benchmarks. We compare the
results to analyses of local market opportunity derived through our
BankRank model. Finally, using a set of additional proprietary tools,
we facilitate a financial and performance objective setting process
to develop targeted plans for maximizing productivity. Download
more information on Sale Productivity Analysis. |
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Efficiency Audit |
| Designed to provide senior bank executives with an objective,
fact-based approach for identifying efficiency and productivity improvement
opportunities across multiple business units and/or markets. We assess
current performance relative to peer benchmarks and bank operating
goals and help to develop or critique internal performance scorecards.
Our process illuminates quick-hit opportunities and enables the identification
and prioritization of major improvement initiatives including sales
process reengineering, outsourcing, compensation plan reform, and
resource reallocation. Download
more information on CPG's Efficiency Audit. |
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Vendor Selection Services |
| Companies that master the vendor-selection process are
best positioned to derive benefits from outsourcing. Finding the best
partner requires standardized, objective evaluation criteria and adherence
to a deliberative process. CPG professionals are well qualified to
help banks research, evaluate, and select appropriate product and
service partners. CPG's Vendor Selection Process is an efficient and
effective program for your institution to evaluate providers. Download
more information on CPG's Vendor Selection Service. |
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GroCore™: Core Deposit Growth Program |
| GroCore™ is a turnkey solution that provides banks
with the insight, positioning, and capabilities required to penetrate
underserved, high opportunity segments; accelerate core deposit growth;
and improve fee income performance. The three-phased program consists
of opportunity assessment, capabilities and marketing program development,
and execution support. Download
more information about GroCore™. |
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Competitive Advantage Program |
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CPG's Competitive Advantage
Program, or CAP, helps financial services organizations to assess,
develop, and enhance market strategies and value propositions to
create effective differentiation, accelerate growth, and enable
improved financial performance. We provide crucial insight regarding
the approaches taken by innovative and successful companies and
a guided methodology for defining a value proposition and associated
payoffs to yield competitive and sustainable advantage. Download
more information on the CAP Program. |
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CPG's Internet Solutions |
| The Internet has become a critical delivery and communication
channel for banks. Financial institutions must take a hard look at
their Internet presence, strategy and operations to determine whether
there is an opportunity to improve capabilities and become more competitive
while maximizing return on investment. Capital Performance Group offers
a number of consulting and implementation services to support organizations'
Internet strategy design, improvement, implementation, and assessment.
Download
more information. |
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Payments Solutions |
| Advanced payments capabilities are emerging as a key
competitive differentiator in today’s financial services marketplace.
Achieving and sustaining an advantage requires a holistic view of
payments vehicles across business lines and a deep understanding of
customers' needs and transactional preferences. CPG’s Payments Solutions
support our clients’ efforts to achieve superior growth and profitability,
deepen customer relationships, and migrate transactions to more efficient
channels as technologies, behaviors, and regulations change. Download
more information. |
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Treasury Management Solutions |
| We offer a number of consulting and implementation services to support our clients' efforts to improve performance, manage change, and execute new strategies. We draw upon many of these solutions as part of broader consulting engagements. Our projects are often customized to meet individual client needs. Download more information. |
| © 2008 Capital Performance
Group, LLC
1025 Thomas Jefferson Street, NW • Suite 310
East • Washington, DC 20007 |