Hemangi JoshiDeodhar

1

• Hemangi Joshi-Deodhar
• Melissa Stucki-Stevens
• Michael Wormke

2
Women Co. Business Model Overview

• 19 employee unit of Citigroup
• Varied financial and non-financial products and
  services
• Women Co educational programming
• Citigroup discounts on CitiCards, CitiMortgages,
  etc.
• External EY Tax Planning, 4Nannies.com referral
  service

• 1 goal increase Citigroups bottom line
• Cross-selling is key to its success!

3
Women Co.s 4-person call center needs to grow

• Women Co.s mini call center
• Handles membership openings and renewals
• Provides product information Women Co.
  Citigroup and Women Co.s partners)
• Helps members find a financial consultant
• But the call center will soon reach capacity!

4
Women Co. has a lot of work ahead!

• Challenges
• Scalability
• Demand forecasting
• Time (until model is proven successful)
• Recommendations
• Prepare to implement an IVR
• Partner with other financial services providers
• Enhance product line
• Become a registered investment advisor