List of Services

Performance Measurement Outsourcing

1. The Kafafian Group offers a cost-effective Community Bank Profitability Outsourcing approach for product, branch, organizational and customer profitability which incorporates matched-maturity funds transfer pricing, activity-based costing and capital assignment.

Performance Measurement Implementation Consulting

1. Our years of experience implementing profitability systems can also be put to use for your in-house process. We can assist your staff with project management, data collection and rule-writing.

Strategic Planning

1. Through planning retreats and structured interviews, we uncover the goals and strategies necessary to achieve success on the critical issues facing your institution. Our process evolves into developing financial projections with strategic leaders based on the objectives to be pursued and past financial performance.

Management Reporting, Operations and Systems Consulting

1. Our management information and reporting engagements have included chart-of-accounts restructuring; responsibility reporting; budgeting; strategic and long-term planning and asset/liability management in addition to profitability, funds transfer pricing, costing and performance measurement.
2. TKG has performed operations-related consulting engagements in most of banking's back-office areas, including: commercial, mortgage and consumer lending operations (origination and servicing); check processing; branch operations; cash management; service fee pricing and earnings improvement studies; accounting; and human resources.
3. Our systems consulting engagements have included application selection and development; workflow analysis; outsourcing and in-house selection assistance and process automation.

Financial Advisory Services

1. We do not typically propose, or "pitch", transactions to our clients but rather respond to their request for assistance. Consistent with our other consulting services, we focus on how a contemplated transaction will help our clients perform better and improve franchise value. Mergers and acquisitions, from our perspective, is part of executing strategy. We focus on recommending only those transactions that fit a firm's strategic objectives.

Peer Group Data

1. Our Performance Measurement Outsourcing service yields significant information for our outsourcing clients. TKG developed a peer group database so our outsourcing clients could compare results to peer averages and medians in various ways. Now, community financial institutions that have their own profitability system can also use this data.