Home

 

 

 

Using Your Customer Portfolio to Prioritize Growth Strategies

When:
June 3rd, 2004   Register

Speakers:

Scott Lochridge
Partner
Peppers and Rogers Group

 

 

Michael Lengel
Principal
Peppers and Rogers Group

 

 

 

 

 

 

Session Description:  

                                                           
Most financial services companies have invested heavily to capture and utilize customer information to create more targeted communications and to offer products and services that are tailored to individual customer needs.  Many feel, however, that they have yet to become 'customer centric.'  A critical step in becoming 'customer centric' is to develop a view or perspective on your customer base that is useful in decision making. 

Creating and using a "Customer Portfolio" view can be a valuable exercise to define and assess growth opportunities.  We will describe an approach that can be used by financial services companies to help prioritize critical customer-facing initiatives and allocate strategic resources.

This program is appropriate for senior financial executives with responsibility for Retail Marketing, CRM, Product Development, Market Research and Marketing Strategy Teams.

Attendance Fee:


$275 per institution plus $50 per telephone line used

  

About Scott Lochridge


As a successful operating executive and strategic advisor to both multinational corporations and entrepreneurial ventures, Scott has over twenty years experience working with CEO’s and Executive Teams to create dynamic strategies for growth, achieve sustainable operating and financial performance, build highly effective organizations, and lead major change initiatives. As a Partner at Peppers & Rogers Group, Scott works with clients to ensure they have created actionable customer strategies, have developed pragmatic operating plans, and can quickly realize the potential of their customer base, their brand, their organization, and their infrastructure.

Prior to joining Peppers & Rogers Group, Scott was the Managing Director at the Cambridge Strategic Management Group, a consulting firm serving the telecommunication industry.  In this position, he engineered and led a successful business turnaround achieving a return to robust profitability and revenue growth.


Before joining CSMG, he created the Strategic Solutions group at DiaLogos, Inc., a Boston-based management consulting firm specializing in customer relationship management.  Prior to joining DiaLogos, Scott was the Managing Partner at Lochridge & Company, a premier strategy-consulting firm that helps companies achieve their strategic objectives for growth and profitability. 


With experience working for clients in North America, Europe, and the Pacific Rim, his industry involvement includes Automotive, Financial Services, Retail, Telecommunications, High Technology, Consumer Products, as well as a range of Commercial and Industrial Products and Services.  Some of his clients included Ford Motor Company, the Vanguard Group of Investments, Citicorp, American Honda, USWest (now Qwest), Staples, Bank of America, Toys R Us, Blockbuster, Verizon, Reliant Energy, Schering-Plough, Bay Networks (now Nortel), and Alcan.

Scott was also a Manager at the Boston Consulting Group where he worked in the Boston , Chicago , Los Angeles , and San Francisco offices. He has served as Manager of New Business Development at a Silicon Valley technology start-up and as Account Executive at Young & Rubicam Advertising.  

Scott earned his MBA from Stanford Business School and his BA from Dartmouth College.  scott.lochridge@1to1.com  

About Michael Lengel


Michael has over 15 years of experience consulting to some of the world’s finest management teams on pivotal issues of growth strategy development, marketing, business development and organization design. Michael has advised clients in a diverse set of vertical markets, including financial services, consumer, retail, hospitality, transportation, and industrial sectors.

Before joining Peppers & Rogers Group, Michael was an officer level consultant with Monitor Group, a premier strategy firm best known for thought leadership in market strategy development. He was responsible for generating new business in retail, services and utilities sectors, directing major client engagements, and creating innovative intellectual capital for the firm.

Prior to Monitor, Michael was the head of strategy for CMGI Solutions – the professional services division of the world’s largest Internet venture, incubating and operating company. He was responsible for helping craft CMGI’s overall B2B strategy and forging strategic alliances in e-marketplace, wireless, legacy integration, and Asian market expansion.

Prior to CMGI, Michael was a long-standing principal with The Michael Allen Company, a blue-chip strategy boutique founded by the former head of strategic planning for the General Electric Company. Michael was a lead advisor to such important clients as GE, Citibank, Pepsi/Tricon Restaurants, Ryder, Weston Foods and Avon . His work with GE Power Systems was recognized as best practice at the chairman level and included such important areas as: development of corporate and division-level strategic plans, parts and services pricing strategy, services division reorganization, creation of a new business development protocol, and acquisitions and joint ventures in several key areas of systems and services growth.

Before The Michael Allen Company, Michael held positions at Andersen Consulting Strategic Services and Smith Barney, Harris Upham & Company.

Michael holds a BS in Industrial Engineering from Stanford University and an MBA from the Amos Tuck School at Dartmouth College .    Michael.Lengel@1to1.com

About Peppers & Rogers Group


Peppers and Rogers is a management consulting firm recognized as the world's leading authority on customer-based business strategy. Founded in 1993 by Don Peppers and Martha Rogers, Ph.D., the firm is dedicated to helping companies compete and win by identifying differences within their customer base, and using that insight to maximize the value of each and every customer relationship. Led by 1to1 Magazine, Peppers & Rogers Group's independent media division extends its thought leadership and client experience to more than 250,000 readers every week, through a broad array of print, interactive and custom publications.
www.1to1.com.

© Copyright 2005 Onsite Conference. All Rights Reserved.

Search