We Are CDG

CDG stands for Customer Driven Growth. Our goal is to combine what you know about your customers and what we've learned that works to build portfolio profitability. We bring our years of experience to the table to help you leverage client information to find and keep your best customers.

We offer comprehensive consulting services, from best practices benchmarking, customer pricing, customer retention and attrition consulting to litigation support. CDG Consulting has a wide range of skills and extensive experience in functional areas such as risk management, marketing, decision support and collections. We excel in cross-functional projects such as new customer acquisition analysis or new product launches.
While small in size we are big in value. CDG Consulting Group is a network of experienced professionals focused on leveraging information to improve decision-making and processes. We keep our overhead costs to a minimum to deliver maximum value to you. We leverage our contacts cultivated over the years to make sure that we bring the right skill set to your project.

Why Choose Us?

Our Values

We identify strategies and actions that benefit your customers. We believe this in turn delivers value to you, our customer. We do this with the highest level of integrity at all times. We strive to listen and understand your objectives so that we align our efforts fully.

Our Philosophy

Data tells a story about your customers. Reading and interpreting that data reveals where and how to find new value. It shows concentations, risks and opportunities in your business. Together this leads to a clear strategy prioritized based on expected value.

Our Mission

We deliver value by learning from your data and processes. We work incessantly to develop approaches that fit your capabilities and risk profile. We quantify the value of our efforts so that you can prioritize them appropriately in your business.

Our Services — A Sampling

Risk Management

Risk needs to be understood first and then managed. The levers to balance risk and reward differ by product and customer segment. Knowing when to push and pull can mean all the difference in the world.


The payments landscape is changing rapidly with many new options for your customers. Time to re-think your payments strategy? We can help assess your skills against opportunities to shape planning.


Learning more about your customers leads to understanding and prescriptive solutions tailored to an individual’s needs. Asking the right questions of your data can make all the difference between leader and middling performance.


Are your teams effectively aligned to work on the same objectives? Many are working at odds without realizing it, competing internally rather than focused on the opposition. Aligning objectives changes that.

Data Big & Small

Do you have the data you need to make good decisions? Are you able to access and act on it quickly and easily? Have you surveyed newly available data sources to assess their potential value across your business? You may be leaving money on the table by not thinking broadly here.

Data Use & Value

Are you getting the maximum value from your data assets? And are you leveraging your data fully across your organization? New entrants are leveraging data in new and creative ways. We can help identify opportunities and gaps when it comes to boosting value from data.


CRM is the roadmap for how you relate to and act on your customers. Customer Relationship Management creates real value for you business — provided you give customers what they want and need. We can help with strategies and tactics to retain your most profitable customers.

Customer Profitability

You know intuitively that all customers are not created equal. But do you know which customers you rely on to drive your profitability? And have you figured out how to get more of them? Capturing and retaining your best customers pays huge dividends.

Some Recent Projects

Assess the Business

We reviewed and analyzed how a large UK card issuer was acquiring, on-boarding, and managing its customers. We identified a wide range of changes from the number of steps in a web application to existing customer communications and promotions all designed to boost acquisitions and CRM efficiency.

Profit Modeling

Several major banks needed help creating customer profit models. We reviewed each product to calculate monthly profit for each customer. Our clients were able to roll up the results to determine each customer’s incremental and total profit. This information can be used to assess returns on each acquisition and on-going marketing investment.

Loss Forecasting

A large bankcard issuer wanted to understand better how credit losses would develop as it grew its portfolio aggressively. We identified major differences in performance by vintage and channel to build a layered loss forecast that they could maintain on their own and factor into future acquisisiton decisions.

Lead Scoring

Working with a retailer that generates a large volume of leads with a low conversion rate we helped them rank order leads based on likelihood to convert to a sale. Dealing with messy and inconsistent data learnings also focused on scripting and system changes to improve data capture.

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