SOME CONSULTING PROJECTS THAT CATHY HAS LED:
Development of a model to calculate the ROI of online financial management services
Determination of the market potential of new consumer payment opportunities
Development of a customized forecast for online banking, bill payment and presentment over the next five years
Model to calculate the financial benefit of moving online bankers into EBPP users
Design of a product road map for a new consumer bill payment service by delineating product feature requirements and producing a gap analysis
Development of a five-year
strategy plan for online
channel offerings
Creation of a "shadow"
P&L for the online channel
DURING HER BANKING CAREER, CATHY WAS HIGHLY ALLERGIC TO CONSULTANTS.
WHO NEEDS TO PAY BIG BUCKS TO HAVE A CONSULTANT PRESENT YOUR TEAM'S IDEAS BACK TO YOU WITH THE ONLY DIFFERENCE BEING IT'S ON THE CONSULTING FIRM'S LETTERHEAD?
Consulting services from Swimming Upstream are different. Cathy won't tell you what you want to hear. She'll have you face reality. Whether she is envisioning the future state of your business or giving you tactical advice on what must be done in the next 90 days, she gets to the point.
As part of Swimming Upstream's consulting practice, Cathy provides both strategic analysis and tactical recommendations. Her knowledge and hands-on experience in financial services give her unique insight into the challenges and opportunities of your business.
She starts by assessing client challenges and goals for the project, identifying key stakeholders and closely managing timelines. Final deliverables typically include on-site presentations outlining key findings and detailed learning. The project deliverable culminates with detailed, action-oriented recommendations.
the financial services industry and the technology vendors who support them.
