Our accomplishments:
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49% ROAA improvement over a 5 year period
and 36% higher than the closest national
competitor; during this period profits grew
$8 million |
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Turned around the profit performance of a 9
branch retail financial services District to
“Top 5” ranking in U.S. in 4 years. Three of
these 9 branches were in the troubled
Ohio counties of Trumbull and Mahoning |
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ROAA finished better than budget by 150%,
while reducing expenses 36% after 1 year |
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Negotiated exclusivity agreement resulting
in savings of over $1 million |
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Reduced lending and collection expense by
$864,000 in 1 year |

This module can include:
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Relationship pricing |
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Joint ventures |
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Internal and external rates and loan fees |
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Outsourcing options |
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Pricing strategies, models and the
competition |
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Ancillary products |
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Back to Services
“If
you mean to profit, learn to please.”
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Contact
Portfolio Performance Today!
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Current & Past Issues
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