Industries: Financial Services

Intense competition, demanding and knowledgeable customers, and a volatile marketplace require banks, mortgage companies, insurers, brokerage firms, and credit card companies to perform at the highest levels in order to create sustainable value for their customers and shareholders. For 20 years, M² has helped financial services clients explore and implement ways to differentiate themselves, comply with government regulations, meet customer needs, and execute better than their competitors.

M² consultants have precisely addressed the challenges facing more than 200 of the sector's most prominent companies, including Union Bank of California, Wells Fargo Bank, Charles Schwab, Transamerica, and Visa International. Engagements include:

  • Call Center Analysis
  • Change Management
  • Data Systems Design and Development
  • Segment Marketing
  • Online Systems Design
  • Regulatory Compliance
  • Customer Service Process Analysis and Design
  • Market Research
  • Recruiting, Organizational Development and Training
  • Strategy Development
  • Marketing Communications
  • Public Relations