Daily Debrief #2, WednesdayCommunity A – Betsy Duke & Melissa Kelly

Daily Debrief #2, WednesdayCommunity B – Brent Vanderheide & Lori Murray

Daily Debrief #2, WednesdayCommunity C – Allison Gambucci & Bob Underwood

Daily Debrief #2, WednesdayCommunity D – Mike Allen & Cheryl Foilb

GSRBM Objectives

Retail Strategy• Customer acquisition• Branding & marketing• Product & pricing• Delivery optimization

Bank Management Strategy• Economic value & risk• Capital considerations• Analyst influences• 360° executive

management

Financial Strategy• Financial analysis• Key performance

drivers• Earnings power• Risk considerations

MarketSim Objectives

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Schedule

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Debrief Session Objective

• Introduce Reviewing ResultsoPreview the graphs in results section

• Review Results from Marketing DecisionsoReview Brand & Segment overlaps

• Review Live Bank Case: CustomeroDiscuss Questions

• Preview Product DecisionsoAnalyze, Plan, Forecast, Execute and Review

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Retail Bank MarketSim Web Portal

www.sim1.retailbankmarketsim.com

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Short Discussion

Live Case Study

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Who are the Millennials?

• Based on the research that you’ve done on Millennials, would you change the way you made you segmentation selection decisions? Why?

• Would you change your advertising dollar budget and allocation? How so and why?

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Next Steps

• For this afternoon:o Complete a new Bank Condition Consensus

Worksheeto Complete the Product Worksheets for products

that your bank will offero Complete the Product Pricing and Development

decisions pages for product that your bank will offer

• For tomorrow, complete the Delivery Appeal Worksheet

MarketSim Process

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Best Practices – Page 1

• If “Product Offer” is set to “No” the simulation doesn’t read anything – there is no need to zero out all of the settings

• When you click save on the Product Worksheets or Decision pages a check mark will populate the box – that way you’ll know what has been completed

• Product Worksheets are critical in determining Product Decisions – every team member should do at least one

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Best Practices – Page 2

• Best order in making product decisions:o Savings, CD and Money Market firsto Checking accounts (as least 3) secondo All the rest last

• Delivery matters and it matters a lot by segment – the Delivery Appeal worksheet will provide a road map to tomorrow’s decisions

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Best Practices not to forget

• Use your room’s computers and projection equipment

• Designate an official input person. The last to “save” any individual page is what the simulation will read

• As with any software – SAVE as you go!• As with most internet connections you will time

out – Save as you go!

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What are we supposed to again?

• For this afternoon:o Complete a new Bank Condition Consensus Worksheeto Complete the Product Worksheets for products that your

bank will offero Complete the Product Pricing and Development

decisions pages for product that your bank will offer

• After you have completed your decisions the team needs to wait for me to review your input and sign you out

• For tomorrow, complete the Delivery Appeal Worksheet

32 Have Fun!