Case Studies

CASE STUDY: A contract negotiation for a $1 billion, nationally chartered bank in the Northeast When a vendor contract is coming up for renewal, it

Engagement #3 Overview A little big picture Bank Strategy: Started in 2004, Tagline “Most Innovated Bank” Community Ordinated, Personal Banking, Private Banking, Business Banking, Credit

Engagement #2 Overview A little big picture Bank Strategy: Business Bank, Commercial, ABLL, Syndicated, Well-capitalized, Some Retail – Customer Employees Structure: Few Branches, Multistate, Technology

Engagement #1 Overview A little big picture Bank Strategy: 100+ Year Old Community Bank, Traditional Lender, Private Banking, Wealth Management, Well-capitalized, Strong Portfolio, Maintain Market