Business > CASE STUDY > Deloitte Recommends Client Selection to Regency Bank, By Mehmet Begen, Stacey Yue (Case Notes/ Answe (All)
In late February 2000, Steven Jones, a manager at Deloitte Consulting, sat down to consider his latest client engagement. Deloitte had been signed on to help review the list of clients to be migrated... onto Regency Bank’s platform later that quarter. Jones was assigned to lead the professional card project, and he was well aware that his impact on the client could have a significant impact on his career. Jones wondered what the best criteria would be to assess the value of each client and ultimately bring the most profit to the bank in the future. In late February 2000, Steven Jones, a manager at Deloitte Consulting, sat down to consider his latest client engagement. Deloitte had been signed on to help review the list of clients to be migrated onto Regency Bank’s platform later that quarter. Jones was assigned to lead the professional card project, and he was well aware that his impact on the client could have a significant impact on his career. Jones wondered what the best criteria would be to assess the value of each client and ultimately bring the most profit to the bank in the future. [Show More]
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