Advisory

Commercial Card Advisory Services For Financial Institutions

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We Support Every Phase Of Your Commercial Card Program

Achieve a robust, profitable business or commercial card program with our trusted bank advisory services. Whether you’ve just started exploring this service line, or you want to optimize your existing program, our consultants can help you capitalize on a revenue opportunity that benefits you and your clients.

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Embrace a New Opportunity For Growth

Scale Solutions Group offers distinct commercial card solutions to meet virtually all our partners’ needs, at any point in the commercial card program process. We’re happy to help assess your situation to find the perfect fit.

Discovery

Determine your readiness for a commercial card program.

Development

Design a card program based on market position.

Launch

Get your card program off the ground.

Optimization

Ensure the growth, sustainability, and success.

Growth

Education and resources to scale your program.

Advisory
Comprehensive Advisory Services

Opportunity Assessment & Strategy Development

Comprehensive Analysis & Business Case

  • Market Trends
  • Competitive Landscape
  • Market Opportunity
  • Capabilities Analysis
  • Product Overview
  • FI Opportunity Analysis 
  • Risk Assessment
  • Resource Requirements
  • Go-to-Market Strategy
  • Implementation Planning

Processor & Partner RFI/RFP Support

  • Defining Business Requirements
  • Vendor Review Process and Analysis
  • Vendor Selection Guidance
  • Contract Guidance
  • Customized Proforma

A Customized Card Program to Meet Your Clients’ Needs

  • Design a Unique Card Program
  • Increase Your ROI with Value-Added Solutions
  • Partner with Industry Experts
  • Rely on Strategic Support for Success

A Seamless Roll-Out For Your Card Program

  • Sales and Optimization Strategy
  • Financial and KPI Reporting
  • Operational Efficiency Assessment
  • Program Assessment and Product Strategy
  • Settlement Set Up
  • Configuration Guidance

Ensure Your Card Program’s Success

Program Assessment & Recommendations

  • SWOT Analysis
  • Strategy Recommendations
  • Industry Education and Trends

Sales & Optimization Strategy

  • Portfolio Analysis
  • Opportunity Analysis
  • Pricing Analysis (rewards or rebate)

Risk Analysis & Recommendations

Operational Efficiency Assessment & Recommendations

Engage and Retain Card Program Clients

Commercial Card & Integrated Payables Sales Training

  • Introduction to Commercial Credit Cards
  • Understanding Automated Payables
  • Features and Benefits
  • Sales Strategies
  • Effective Communication
  • Overcoming Objections
  • Hands-on Training
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Essential Outcomes For Your Bank

Enhanced Proformas

Traditional proformas overlook up to 44% of total expenses. We ensure more accurate projections to maximize profitability.

Actionable Roadmaps

We create a customized, realistic financial roadmap to account for critical costs.

Risk Mitigation

We minimize the risk of budget overruns or profitability shortfalls.

Profitability

We identify key profitability strategies, resulting in a 26% increase in net income and 5% improvement in net profit margin.

High Performance

Commercial programs outperform traditional banking products in profitability.

2X Growth

Clients achieve 2x growth in program volume and interchange revenue, delivering measurable profitability gains.

Timelines For Our Bank Advisory Services.

1

Opportunity Assessment & Strategy Development

4-8 weeks

2

Processor & Partner RFI/RFP Support

10-12 weeks

3

Launch Toolkit & Support

2-12 months (dependent on your chosen processor)

4

Program Optimization

8-12 weeks

5

Commercial Card & Integrated Payable Sales Training

1-3 weeks

Get Advisory Services For Your Financial Institution’s Card Program Now

If you’re ready to explore, launch, or optimize a business or commercial card program, our business advisory services team is ready to help. We provide the specialization, attention, customization, and resources you need to uncover and scale this line of business.

Create a profitable commercial card program with Scale Solutions Group.

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