Often, strategic plans represent “good intentions” and fulfill a regulatory requirement, but tend to sit on a shelf hampered by other projects, issues, and the typical day-to-day tasks. FinTech DS+C acts as the Chief Strategy Officer to help achieve the strategic initiatives. We can create your strategic plan or work enhance the existing plan.
Our methodology is to create an execution plan that will enable the financial institution to achieve desired strategic initiatives. We work with each of the lines of business leaders and the BI group to transform data into actionable information. You will be given the resources to measure and track progress. Our decades of experience and over 110 proven actions, many from “opportunities” within your own data, will align with your line of business goals, help achieve results, and deliver an immediate ROI. By meeting with your team monthly (or quarterly) we can review progress and set a goal for the next progress check-up.
“What gets measured gets done” and a cadence results from the recurring meetings with the lines of business. Your teams can focus on the day-to-day tasks knowing that we’re there to help track progress towards strategic goals and will present a review during our scheduled meetings. Integrated with Data Science, the actions are assessed, some actions cease, others are better understood, and some become a recurring best practice that delivers a measured and prescriptive ROI. In the end, the goal is typically improved service, growth, or retention.
Contact us today to get started.
