M&I Bank | on-site immersion, and development of new operational model, business case and action plan

relationship snapshot:

Cohen Miller consulted with M&I Bank, which offers personal banking, small business banking, commercial banking, and wealth management services. We conducted an on- site immersion workshop, which resulted in the following deliverables:

  • customized tiering system to align priorities and resources
  • baseline resource forecasting tool populated with CMC benchmark data
  • analysis of company requirements for creative services (maturity level) and recommendations on best operational model for the in-house agency
  • business case and specific action plan to implement proposed operational model