Plansmith Market Analysis

Market Insights	Market Analysis	Market Strategy
A high-level view of your market.	A detailed market review.	A custom gig to develop a comprehensive plan.
It's perfect if you're curious about how market analytics can improve your earnings.	It's for when you're committed to using market analytics to drive decision making.	You want to stay relevant in today's changing financial marketplace by optimizing market analytics to support decision making.

We'll talk about what's going on in your world, then we'll run the analysis and prepare a custom report.	We'll talk about your critical priorities, then analyze the data to make a well-informed course of action.	With this program, we add an entirely new dimension of data - your customer data - blending it with market data so you can optimize your channels & products to meet the changing needs of current and prospective customers.

*You'll Get*	Insights	Analytics	Strategy
A one-on-one 90-minute interactive market review..............................................................................................................................
Comparison rankings illustrating potential growth opportunities......................................................................................................
Areas of interest for market comparison................................................................................................................................................
Market data to support the recommendations......................................................................................................................................
Two 20-minute follow up check-ins.........................................................................................................................................................
Advanced market analytics for a quantification of your real market potential.................................................................................
Established, realistic branch goals based on real market opportunities...........................................................................................
Market tactics by branch/market to foster growth................................................................................................................................
A dedicated Strategic Advisor who will guide the development of your plan from start to execution...........................................
A market report along with the Bankers Playbook™ loaded with your objectives............................................................................
Unique branch level strategic objectives and action items for growth...............................................................................................
Quarterly strategic coaching for ongoing validation, industry best practice guidance and support............................................
Base Price:	$1,950	$5,950	Call Us!