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White Paper Topics


The White Papers are being published at regular intervals, beginning with the first three Papers in April 2010.  Details of each Paper, and its publication date, are shown below.  Each Research White Paper costs between US$3,000 and US$5,000.  Enquiries and pre-orders should be directed to our Contact Us page.


11 April 2010 publications

Lessons from the Western Mortgage Crisis: implications for starting and managing mortgage businesses in other countries

Cost:  $4,500

The purpose of this Research White Paper is to explain:

•          The strategic weaknesses that caused the crisis, and that made the crisis worse once it began

•          The aspects that have become crucial for successful mortgage lending

•          How to build and manage a successful mortgage business

Read inside


Loyalty and Retention: how and why to implement a best-practice retention strategy

Cost:  $4,000

The purpose of this Research White Paper is to:

•          Explain the commercial importance of effective retention activity in the FS sector

•          Identify the ways in which retention efforts typically fail

•          Highlight best retention practice in analytical methodology, product development, acquisition strategies and customer contact strategy

Read inside


Streamlining mortgage operations: operational efficiency for mortgage lenders

Cost:  $3,000

The purpose of this Research White Paper is to:

•          Identify the areas where mortgage operations typically lack efficiency

•          Highlight best operational practices, production throughput and resource levels

•          Examine lenders’ ability to manage capacity planning and volume surges

•          Explain how to achieve linkages with organisational priorities

•          Identify the most effective means of establishing cross-departmental linkages

Read inside


9 May 2010 publications


New Product Development: how to create an effective product development function in financial services

Cost:  $4,500

The purpose of this Research White Paper is to:

•          Explain the process of innovative New Product Development

•          Demonstrate product development techniques from other business sectors

•          Explain the product management processes of greatest importance in FS

Read inside


Management Information and Key Performance Indicators: how to use information effectively

Cost:  $4,500

The purpose of this Research White Paper is to explain:

•          The most effective way to build a Management Information function

•          How to build Key Performance Indicators that monitor and control business performance

•          How to make sure that MI and KPIs are used properly by the business

Read inside
 

Customer Relationship Management: how and why to implement CRM effectively

Cost:  $4,000

The purpose of this Research White Paper is to:

•          Explain the commercial importance of effective CRM activity in the FS sector

•          Identify the ways in which CRM installations typically fail

•          Explain the key lessons in implementing CRM profitably

Read inside


6 June 2010 publications


Effective Segmentation: how to implement a best-practice Marketing Segmentation strategy

Cost:  $4,000

The purpose of this Research White Paper is to:

•          Explain the commercial importance of effective segmentation in the financial services sector

•          Identify the ways in which segmentation efforts typically fail

•          Highlight best practice in analytical methodology, segmented proposition development, channel utilisation and company-wide mobilisation of segmentation practices

Read inside


How to develop effective Data Mining

Cost:  $4,500

The purpose of this Research White Paper is to:

•          Explain the commercial importance of effective data mining in the FS sector

•          Identify the ways in which data mining efforts typically fail

•          Highlight the most effective ways to select software, use analytical methodology, and create value for the business

Read inside


Cross-selling: how to implement a best-practice strategy

Cost:  $4,000

The purpose of this Research White Paper is to:

•          Explain the commercial importance of effective cross-selling in the FS sector

•          Identify the ways in which cross-selling activities typically fail

•          Identify the most effective ways of managing sales staff, marketing processes and customer communication, and focusing the organisation on profitable cross-selling

Read inside


4 July 2010 publications


Distribution Channel Strategies: how and why to implement a successful channel strategy

Cost:  $5,000

The purpose of this Research White Paper is to:

•          Explain the commercial importance of effective distribution channel choices

•          Identify the key advantages and most effective approaches to the main channels

•          Explain the process for selecting and evaluating a coherent multi channel strategy

Read inside


White Papers on further topics will be published at regular intervals over the next few months.
 

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