Consulting

Engagements are tailored to each client’s needs, and align institutional strategy with actionable tactics and management discipline for long term success.  Examples include:

•       Product set redesign

•       Value proposition restructuring

•       Reward program (re)design

•       Program repricing

•       Portfolio performance & management reporting

•       Profitability improvement

•       Entering (or reentering) the issuing business

•       Merged program integration

•       Sounding Board Service (on call)

•       Best Practices Reporting Package

Advisory

Some institutions have considered,  or have decided, to offer their credit cards through third parties. In such cases our clients often value the following TRK Advisors expertise:

•       Program sale opportunity analysis

•       Portfolio valuations

•       Third party offer analysis

•       Partner review/RFP

•       Purchase , Agent/Marketing, & Servicing  Contract Review

•       Fairness opinions (Board of Dir.)

•       Agent program renewal or new partner decisions

•       Merger impact and options analysis for outsourced programs

•       Expert testimony