Medium To Big Business

FRSA Compliance Assisting with the understanding and impact of the FSR Act and its impact on Financial Services distribution. Definition
Analysis
Process Analysis
Disaster Recovery
Solution and Software Development Establishing how processes can be improved, how systems could assist. Process Analysis
Situation Definition
Solution/System design
Quality Assurance
Documentation
Tender Management Assistance with assembling or issuing or applying for submissions, bids or tenders, as well as assembling information and establishing criteria (rating and weighting) to evaluate tenders. Definition of the elements to be measured in evaluation of a tender or ‘bid’, including Management: *Rating *Weighting Assembly of RFI and RFP material in response to a tender
Life Solutions Assistance with the application of Life Situation marketing to the Sales & Distribution segments of the Financial Services Industry. Introduction of the subject as a Unique Selling Point Application to software and sales processes
Presentations Video and Powerpoint presentations. Scripting
Development
Direct Marketing Assistance with project definition, campaign structure and the provision of Direct Marketing and Telemarketing infrastructure. Project Analysis & Definition
Campaign and Monitoring structure
Infrastructure provision
Project Review Independent project post mortems – how well they went – areas that could be improved. Project Definition
Monitoring
Reviews

Comments are closed.