Client stories
What regional banking leaders say after a scorecard cycle
These notes come from directors and analytics heads who commissioned scorecard design, briefings, or quarterly refreshes. Names are abbreviated at client request.
Our previous pack had seventeen pages and no one opened page twelve. Laurel Way cut us to nine charts with footnotes a branch manager could actually use. The deposit variance split alone changed how we run Monday calls.
— Director of Branch Operations, 84-branch network · Scorecard Design · 2025
Hye-jin rebuilt our peer groups after we merged two regional clusters. Rankings stopped feeling punitive. I wish we had done the catchment tagging three years earlier — would have saved a lot of hallway arguments.
— Regional Head, Honam retail bank · KPI Framework Audit
The briefing session ran long because our CFO kept asking follow-ups. That is a good sign. Sung-woo stayed until every chart had a spoken explanation on the record.
— CFO office liaison, mutual savings network · Executive Briefing
Quarterly refresh is steady work — not flashy, but reliable. One quarter the data arrived messy and they flagged it before we noticed. Turnaround slipped by two days, which they communicated upfront.
— Analytics Manager, capital region bank · Quarterly Refresh retainer
Extended story
Gangwon regional bank: from aggregate deposits to floor-level variance
A 62-branch network approached us in late 2024 after a leadership change. The incoming regional director wanted scorecards that showed which branches controlled household acquisition versus certificate rollover volume — not a single deposit growth line.
We spent two days on-site in Chuncheon and Wonju, interviewing six branch managers and the regional planning team. The first draft landed in week six with three small-multiple charts per region. Managers in smaller towns pushed back on peer groups that compared them to transit-hub branches; we re-segmented in draft two.
Final delivery included a printed pack and an editable source file their internal team could update. Six months later they retained us for quarterly refreshes. The regional director cited the scorecard in three board mentions — the first time branch analytics appeared in those minutes without a footnote apology.
Extended story
Capital city mutual network: loan quality page managers finally opened
This client had a loan quality table formatted for risk committee — wide, dense, updated monthly after managers had already moved on. We replaced it with a stepped area chart for early delinquency and a dot plot for charge-offs, one page, print-friendly.
The first briefing drew skeptical questions about vintage definitions. Min-jun walked through two branch books on the whiteboard. By the second quarter, managers referenced the chart by page number in email threads — something that had never happened with the old table.