Marketing Plans, Research, and Consulting

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Financial Services Consulting Case Studies

  • Developed, administered, and analyzed ongoing customer surveys for a super community bank in conjunction with the ABA.  Provided reports by branch and region that resulted in improved branch and bank performance.

  • Created reporting system for a leading credit card processor.  The reporting system enabled the company to monitor and improve performance of a customer loyalty program.

  • Migrated call reports from one computer system to another.


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