8 daily lecture wednesday ii community a. 8 daily lecture wednesday ii community b
TRANSCRIPT
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8 Daily Lecture Wednesday IICommunity A
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8 Daily Lecture Wednesday IICommunity B
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8 Daily Lecture Wednesday IICommunity C
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8 Daily Lecture Wednesday IICommunity D
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CBA’s Executive Banking School Objectives
Retail Strategy• Customer acquisition• Branding & marketing• Product & pricing• Delivery optimization
Bank Management Strategy• Economic value & risk• Capital considerations• Analyst influences• 360° executive
management
Financial Strategy• Financial analysis• Key performance
drivers• Earnings power• Risk considerations
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MarketSim Objectives
Retail Strategy• Customer acquisition• Branding & marketing• Product & pricing• Delivery optimization
Bank Management Strategy• Economic value & risk• Capital considerations• Analyst influences• 360° executive
management
Financial Strategy• Financial analysis• Key performance
drivers• Earnings power• Risk considerations
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Next Year – Financial Strategy Objectives
Retail Strategy• Customer acquisition• Branding & marketing• Product & pricing• Delivery optimization
Bank Management Strategy• Economic value & risk• Capital considerations• Analyst influences• 360° executive
management
Financial Strategy• Financial analysis• Key performance
drivers• Earnings power• Risk considerations
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Review Results
Presentations
Final Summary
Session Objectives
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Results
BSI
Graphs
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How did you do?
Model works like the real world
There is no one right strategy
As in the real world, focused
teams that work as a team win
OOOOOPS! It’s hard to keep this stuff calibrated!
You are constantly working tradeoffs
to achieve optimization
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Team Presentations
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In Summary
What did you learn?
How can you use it next week?
How can you use it for your policy study?
How can you use it next year in BankCom?
How can you use this when you get the CRO job?
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Retail Marketing Plan
• Analyze• Identify Gap/Weakness/Opportunity• Present a Recommendation
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CalendarWeek of: August 3 Begin scheduling interviews
Review the Assignment to ensure understanding
August 10 Begin to complete prior year’s analysis - emphasis on marketing analysis o Brand, Segment, Product, Delivery Channels
Participate in Refresh Webinar Begin conducting interviews
August 11 Begin to identify your main competitor to include in your paper Begin research on your peer bank Continue with interviews
August 24 Begin writing about the bank’s performance o Focus on Balanced Scorecard
Don’t be concerned about length of paper at this point.
Submit your recommendation (1-3 sentences ONLY) to xxx for
review by August 31st
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CalendarAugust 31 Begin developing recommendation
What are you solving for?
September 7 Write rough draft of summary
September 14 Begin Pro Forma
September 21 Begin editing and rechecking assumptions
September 28 Write executive summary
October 5 Put all the pieces together into a cohesive draft
October 12 Reread assignment and then read paper again “for the first time”
October 19 Final Edits
Submit Paper - DUE OCTOBER 26
Celebrate!
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Remember...
It’s all about the Customer
Products should be created to customer needs
Delivery should also be set to customer needs
Tradeoffs are driven by your 4 constituencies ….Customers, Employees, Communities and Shareholders
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Final Thoughts
• Throughout your career in Retail Banking, you will be making and will be impacted by these decisions
• Do you now better understand what is expected of your Retail team?
• Can you articulate the tradeoffs?• Can you help your team WIN??
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Due Now!
Community Leader Evaluations
Retail Bank MarketSim Evaluation
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Thank you!
We hope you learned a lot, had a bit of fun and made a few new friends.
We look forward to seeing you again next year!