Untitled Slide

Untitled Slide

WHO IS INVOLVED

• Senior investment analysts
• Have experience with college savings accounts
• Start ASAP so we go in correct direction

BUSINESS CASE

• COO
• Would not be in charge

BUSINESS CASE

• Investment analysts
• Have experience with CSA
• They can say how profitable it will be

BUSINESS CASE

• Other account managers
• 24% of normal accounts would sign up
• Have 1 financial company for all their needs
• Have someone explain it to customers

OVERCOME RESISTANCE

• Employees can 1financial
• Company for all their needs
• Provide more options for
• The customer

BRING MICHAEL ON BOARD 1

• Someone will be in charge
• Then report to Michael

Bring Michael on board 2

We have relationship with
Grendel
24% of clients will sign up

MORE MONEY

Bring Michael on board 3

Spend more time with other
Companies
Not focus so much time on Grendel

KEEP GRENDEL GRADE "A"

• Keep giving them A+ service
• With group life insurance
• And retirement accounts

ALTERNATIVES

• Have Grendel go to another
• Company that has college
• Savings accounts

QUESTIONS