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OUR METHODOLOGY

REVENUE INTELLIGENCE® &

BRAND SCHEME COST ANALYSIS

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Our proprietary, success-proven methodology consists of five defined phases.

1

ANALYSIS AND DETECTION OF OPPORTUNITIES

 

  1. Initial detection of opportunities

  2. Analysis of the client’s information:  Statements - Contracts - Accounting and Financial Information

  3. Competitive analysis

  4. Statistical Benchmarking including International Best Practices

  5. UPITE Consulting’s intellectual capital

2

PROFITABILITY DIAGNOSTIC


Review, analysis and initial approval of the recommendations identified in terms of their viability by key areas:

  1. Business - Client

  2. Legal - Regulatory Compliance

  3. IT - Technology

  4. Finance - Controlling

  5. Estimation of incremental impacts on the client’s profitability

3

PRESENTATION OF RECOMMENDATION
 

Strategies submitted for review and approval by the client. These strategies are presented using different prioritization criteria:

  1. Economic impact

  2. Implementation complexity

  3. Impact on the client

4

IMPLEMENTATION & MEASUREMENT PROCESS

 

  1. Implementation planning

  2. Final estimation of annual impact on revenue

  3. Models for measuring additional revenue

  4. The team can collaborate and participate in the implementation process to the extent that the client requires

5

SYSTEM AUDIT

 

  1. Analysis of monthly statements

  2. Certification of real impacts achieved

  3. Verification of correct implementation

  4. Proposals for required corrections

  5. Confirmation of the materialization of results

OUR METHODOLOGY

Revenue Intelligence® & Brand Scheme Cost Analysis 

Using our proprietary methodology we identify additional income opportunities for Consumer Finance products with high transactional volume.

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Our strategies stand out due to their fast and minimally-intrusive implementation delivering verifiable and measurable positive results.

 

Therefore we offer our clients a success-based fee.

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