Showing posts with label Insights. Show all posts
Showing posts with label Insights. Show all posts

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.