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TSG has talked with many bank personnel about the difficulties of crafting and implementing a marketing plan. The challenges are numerous, but seem to fall into two areas:

a) Creating the marketing plan
b) Executing the marketing plan


Our discussions with bank personnel uncovered these basic issues: What do I do? How to do it? How do I coordinate and track my sales and marketing activity? How can I integrate systems to capture and see the results?

To address these needs, TSG provides the following key marketing services:

Marketing Plan Development Facilitation
Guided development of the actual strategic marketing plan.

Marketing Plan Execution
Development of a detailed Marketing Action Plan with milestones to assure execution.

Marketing Dashboard Creation
Visual dashboards with drill down capability to monitor variances, and

Marketing and CRM Implementation
The implementation of IT systems to support marketing and sales plan execution.



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