Oakstone Analytics, Llc

Advanced technical knowledge, a P&L owner's perspective, and an eye on the strategic context have enabled our international track record of success with banks and capital providers. Retail Banking and Consumer Finance Using visualization and quantitative methods, from techniques as simple as classification and trend observation to those as advanced as machine learning and predictive modeling, we help community, regional, and internet banks with integrated information management, business intelligence, and data-driven decision-making at the portfolio level and at every point in the lending product lifecycle. • Identification and dashboarding of financial, operational, and compliance metrics • Direct mail and telemarketing campaigns for customer acquisition and revenue enhancement, including clustering, underwriting, cross-selling, and utilization • Risk management, including repricing, credit limit assignment, and collections Equity Investors We can put our expertise to work in assessing potential investment targets in banking, consumer finance, and fintech and in taking transitional roles in the management of portfolio companies. • Financial, operational, and underwriting due diligence • Advisory on analytical processes and and technologies • Establishment of best practices in, and a culture of, data-driven insights and information-based decisionmaking