EnTrust Consulting Group provides management consulting services to financial services clients in areas like strategy, performance, technology, operations, and risk management. Their professionals are experienced executives from financial services who help clients address challenges in growing and managing their business. EnTrust helps clients with initiatives like revenue generation, regulatory compliance, business process improvement, and change management. They have worked with major companies across banking, insurance, and asset management.

1. June 2009

2.  EnTrust Consulting Group, LLC
 Revenue Generation
 Operations and Risk Management
 Past and Present Clients
 Management
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3. EnTrust Consulting Group, LLC is an independent firm providing
management consulting services to financial services clients in the
areas of strategy, performance, technology, operations and risk
management.
Our professionals are seasoned executives from the financial
services industry who have dealt first hand with the challenges
facing companies today, and are committed to providing our clients
with real solutions to help them grow and manage their business in
an ever changing industry.
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4. Our professionals have led efforts to design, implement, and/or enhance
revenue generation programs since 1998, both from within the financial
services industry and on behalf of financial services clients in a
consulting capacity.
We do not possess proprietary software or technology, so our advice is
based on the unique circumstances facing each client. Our goal is to
provide a tailored approach to each engagement that will provide lasting
value for your corporation and stakeholders.
We have worked with industry leaders in the banking, insurance and
asset management industries. We know how they work, their strengths
and weaknesses and use this knowledge to identify strategic
opportunities for our clients.
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5.  Creating corporate strategies for  Designing and developing
revenue expansion and market share innovation programs, including
growth evaluation and implementation
methodologies
 Developing products for the
Consumer, SME, Corporate, and  Creating line of business strategies
Government markets for customer retention and
disintermediation prevention
 Developing loyalty programs for
customer acquisition and merchant  Designing and developing channel
acceptance growth distribution strategies to extend
brand presence
 Designing and developing information
solutions that extend product  Re-engineering business processes
portfolio value and increase adoption to reduce organizational cost and
complexity and improve time to
market
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6. New
Diversify • Market Analysis & Segmentation
• Product & Service Offerings
Re-use/modify solution
and infrastructure to enter
• Profitability Drivers & Pricing
new markets • Financial Modeling
Capabilities
• Business Case Development
• Operations Planning
Protect and Grow
Core
Continue to deliver on core value Extend
through reduced cost and
increased realized customer
benefit. Capitalize on position to
extend new solutions to
Increase market share through existing customers
competitive analysis, strategic
enhancement and differentiation.
Current New
Customers
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7. Determining how best to drive and implement change within their
organizations is a challenge that many clients face. The need for change may be
necessitated by a combination of changing markets, technology, regulatory
landscape, financial concerns, and internal pressures. Further, today’s
regulatory environment poses heightened concerns and scrutiny which
companies must address in their internal compliance and oversight programs.
We help financial services clients to navigate change and to address the
regulatory, operational and practical challenges that arise in day-to-day
operations and in identifying, assessing and responding to business and
regulatory risk.
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8.  Business process design,  Enterprise Regulatory Risk
documentation, and re-engineering Assessments to evaluate
inherent/residual risk and control
 Technology processes and systems infrastructure gaps
reviews
 Development of risk management
 Information lifecycle management criteria and methodology
planning
 Development and implementation
 Operating efficiency reviews and of compliance and supervisory
governance/oversight structure
expense reduction planning
 Enhancement of Vendor
 Safeguarding of Customer information
Management/ Oversight
and privacy reviews (GLBA)
 Testing & Monitoring Programs
 Regulatory response efforts
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9. Design
• Design – existing and ‘to be’
• Model – variables, ‘what-if?’
Optimize Model
BPM Life • Execute – simulate, deploy
Cycle
• Monitor – mine and measure
Monitor Execute
• Optimize – continuous improvement
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10.  Bank of America  Citibank
 American Express  JP Morgan Chase
 Barclay’s Global Investors  Toyota Motor Credit Union
 Charles Schwab  Pepsi
 ICP Industries  Blue Shield of California
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11. Matt specializes in the areas of market and product development, business
optimization, supply chain operations, payment and payment networks,
organizational efficiency and cost reduction.
As a former Vice President for Visa Inc., Visa USA and Visa International, Matt
held a number of senior management positions encompassing the product,
marketing, consulting and eCommerce divisions for domestic and
international lines of business.
Matt has engaged in a variety of projects that required advanced knowledge
of strategy development, domestic and international market penetration,
innovation management, systems development lifecycle management,
operational best practices and regulatory compliance.
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12. Mike specializes in the areas of regulatory risk management, operational
controls, business process management, and technology project
management/delivery.
As a former Director with Navigant Consulting, Mike led operational,
technology, compliance, and information management related engagements
for financial services clients. Previously, as a Senior Vice President at Bank
of America, Mike held a number of senior management positions
encompassing the institutional brokerage line of business, technology and
operations, legal, and compliance.
Mike is also an attorney and has been involved in a number of the largest
regulatory issues and litigation matters facing the financial services industry
today.
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13. ENTRUST CONSULTING GROUP, LLC
solutions that last
351 La Questa Drive, Danville, California 94526
925.818.0813 phone, 925.476.9088 fax
mmullen@entrustconsulting.com