Financial services business plan outline

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Electronic loan processing and bi-weekly visits to the main office will allow the due-diligence of loan guarantees to be performed with adequate legal review, in a timely manner. Customers feel valued and that they are contributing to economic development in their country.

Financial Services Business Plan

Prisma conducts business in a highly professional and open manner. The practice of allowing "A" clients to co-sign, helping friends and family secure loans, provides Prisma with essentially a free sales force, minimizes default rates, and provides a support network to support struggling customers.

Sample text from Financial Services Business Plan: An analysis of "Socially Responsible Investing" proves that investors are increasingly adopting an investment approach that integrates social and environmental concerns into investment decisions.

It is also inexpensive. It will also offer budgeting and debt consulting courses to the public, allowing students to make valuable financial management decisions from their numbers.

There are rewards and tangible benefits for "A" customers, knowledge of which is spread among customers through word of mouth. Social Returns to Investors Like a bank, Prisma is a profitable lending business.

Only those activities that provide proven return and bring in new loans to achieve the intended growth and projection figures are undertaken.

Moreover, Prisma seeks capital appreciation for its investors. Prisma will specialize in taxi financing as a spearhead to establishing operations nationwide in Nicaragua and in other countries in Central America.

Therefore, because the breakeven point for an additional lender is low, Prisma can financially afford to have a balanced portfolio with an equal number of micro and small loans.

This being the case, only a loan from an institution like Prisma can result in the successful growth of a new business that may break the cycle of poverty. Investment toward scalability during these two years will begin to pay off in FY, when management forecasts a Prisma's clients and investors are able to realize tremendous social returns precisely because the company is profitable.

Equity capital is the only source of capital that will enable the company to achieve its expansion goals while maintaining a solid balance sheet. Also, in FY Prisma will begin operating in a second country in Central America, to be determined depending on market opportunity.

The taxi finance market will serve as a spearhead regardless of which country is deemed most appropriate. By comparison, ROE for other financially self-sufficient microfinance institutions is 6. This equipment investment pays for itself in the reduced paperwork, time savings especially in approving applications and transferring data.

Financial Services Company

The complexity of this process depends on loan size. A Central American target market analysis can be found in the appendices. However, since day one, Prisma has been dedicated to utilizing the essential potential of microfinance to eradicate poverty: The qualitative methods analyze aspects of all four impact areas.

Financial Services Company

These efforts led to a percent growth in Prisma's loan portfolio between Therefore, relationship marketing like face-to-face communication and rewarding referrals has a much larger impact, not to mention lower acquisition cost. Since 80 percent of taxi drivers report requiring external funding to ensure they can operate successfully, this is a target market with very likely customers.

A site visit is made to interview the customer, verify application details, and review collateral. The business will expand its services to include three new offices in [COUNTY] County and financial education classes, on how to budget and manage debt.

But, it is a useful tool for many to bridge the gap out of poverty and improve their lives. Although smaller loans are less lucrative, they are financially viable for the business and promote the social mission of ensuring there is access to credit for all.

The process is uniform and straightforward to ensure all customers receive the same treatment. The financial projections indicate healthy profits in FY and FY of This equipment investment pays for itself in the reduced paperwork, time savings especially in approving applications and transferring data.

Financial Services Business Plan

Throughout FY and FY, investment in scaling operations is assumed. Other channels for publicity, especially formal channels including print media, television, and radio, will not yield sufficient response for their cost.Green Investments financial services business plan executive summary.

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Financial services business plan outline
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