Cash Mananagement Project for Boston-based Savings Bank

We streamlined the on-boarding process for new cash-management customers of a bank that was expanding its services to small business. We reduced the number of required documents, made the process more convenient for all parties, and prepared the bank of an influx of new business.

Sibos Conferences support for an international financial services technology firm.

We planned and directed client events, ran press and analyst relations, and supplemented the company's professional staff on the show floor.

Developed marketing messages for a technology company to differentiate themselves from their competition and as basis for their PR programs.

Researched 39 vendors in four technology spaces for an online banking software provider to determine the best fit for potential partnerships.

Project-managed the sunsetting of a complex treasury and risk management workstaion for a major NYC bank.

Conducted corporate banking customer satisfaction surveys for a regional New England bank.

Developed a detailed treasury management gap analysis and RFP for a major Boston utility with suggestions for improvements.