Sample Project List for Financial Services

Since March, 2000

Banking

§         Online banking and online bill payment enrollment, activation, usage

and security issues (numerous projects covering all aspects of electronic banking)

§         Account aggregation

§         Mobile banking

§         Merchant card issues

§         Co-brand credit card evaluation

§         Employee feedback related to new sales/service initiatives

§         Web site functionality, navigation, privacy and security issues

§         Branding/Value Proposition/Messaging

§         Market Expansion

§         Check Electronification and Payment validation

§         Mandated annual privacy/security statement evaluation

§         Debit Card optimization

§         Customer loyalty programs – both mass market and high net worth

§         Mortgage application process and home equity loan application 

processes – among consumers and brokers

§         Call center satisfaction and operation issues

§         Electronic bill presentment and payment

Investments

§         Understanding women as investment clients

§         Leveraging broker sales force to sell personal trust services

§         Attitudes toward investing in a post 9-11-01 environment

§         Fulfillment kit evaluation for mutual funds

§         Testing value propositions to service the affluent market