Financial Services	Retail Banking High level strategic review of a niche overseas bank looking to expand its national and regional franchise. The review focused on the bank's capabilities and appetite for change in conjunction with work from a major global consultancy. High level strategic reviews of a major UK bank and leading mutual Building Society to assess their capability to deliver ‘customer intimacy’ through their people, processes and technology in retail branches. An evaluation of the end-to-end marketing & sales capabilities of a European Bank with a particular focus on customer segmentation, channel migration and cross selling. Researching the process of obtaining a banking licence, evaluating other entry strategies and defining a product and pricing entry strategy into the personal savings market. Building a comprehensive internal communications strategy (see Case Study) for a 700 strong IT division with a particular focus on the role of communications in a change management environment.
	Life & Pensions As part of a project team scoped a new market opportunity (see Case Study) including market research, product design, the service environment and construction of a business case.
	General Insurance Evaluating joint venture opportunities with an insurance company in the field of home services. An evaluation of loyalty management programmes and credit cards as an anchor to such activity.
	Credit Cards Evaluation and selection of potential joint venture partners in the UK market and scheduling two day familiarisation programme for a US Credit Card issuer.
Logistics	Design and development of a franchised retail chain (see Case Study) offering shipping, postal and business support services in the US.
Defence	Strategic Review (see Case Study) of key external and internal stakeholders with a focus on relationship management. Design and development of a service culture in a manufacturing environment.
Printing	Analysis of marketing strategy to understand key customer requirements, define basis of differentiation and align sales activity to key customer focus. Review of capex investment programme to justify investment against sales opportunities and existing production capacity including workflow analysis and production utilisation levels.
Knowledge Development	Undertook US Service Excellence Tour in 2001 to world class companies such as FedEx, South West Airlines, USAA and Nordstrom; Authored report and article for publication identifying the differences between process and people focused organisations. Submitted proposals to two companies on the use of such events as part of executive development programmes. Recently completed a 70000-word text book ‘Managing Relationships in a Corporate Bank’ based on a study of the UK Corporate Banking Market. Invited to present papers and facilitate syndicate discussions at the prestigious Institute of Bankers Cambridge Seminar in 1998 and 2002. Appointed Chief Examiner for a new degree level professional qualification on Relationship Management.

Recent Seminars & Conferences

• Sell more or stagnate – IFS.
• Spotlight on Effective Leadership – Business Link.
• The Money Forum – Marketing Society.
• Executive Coaching Update – CIPD.
• The Art of Selling Consulting Services – Top Management.
• The 5 key steps to winning more consulting fees in less time – Top Management.
• Pressure to Perform – IFS.