Wednesday, August 20, 2014

Understanding & Categorizing Financial Institutions

Dearest You,

To effectively evaluate and acquire insights in regards to a particular “financial institution”, it would be imperative to understand the characteristics and the traits of the respective brand, that would be truly informed decision-making;

I would strongly advise one to make provision(s) the information presented below – kindly the note that the below is summarized;
1.       The Business Model of the “financial institution”.
2.       The Brand Positioning of the “financial institution”.
3.       The Product Offering(s) of the “financial institutions”.
4.       Financial Position of the “financial institution”.
5.       The Lending Criteria in the provision of loans by the “financial institution”.
6.       The Clients’ Profile of the “financial institution” – Confidential.
7.       The Repayment Frequency by the Clients’ of the “financial institution” – this should be accessible via the Accounting Team (has the repayment term has shortened, or has the term broadened?) - (i.e. once a client acquires a loan from the “financial institution”, how long does it take for the client to pay-back the loan?) – Confidential.

Wednesday, August 6, 2014

Internalized Insights Acquisition


Internalized Insights Acquisition

Dearest You,

Imagine if there was a magnitude of insights that where readily and easily accessible, Imagine if it was just a matter of time, and effort in acquiring those insights, imagine if those insights where shared for the brands’ benefit and improvement. There is amazing knowledge within and around a brand and channelling those inherent insights into understanding, and into strategy.

Internalized Insights Acquisition – fancy sounding name, right? But this is simply achieved by acquiring the insights, of the internal stakeholders (i.e. the Staff) within a brand. This could be in the form of a survey, or via email. There should be an aspect of confidentiality applied during all stages.