Key Clients

Here are a few of the clients that we’ve worked with over the past few years. For references, please contact Hal Erskine at herskine@erskinefinancialservices.org:

In addition to helping our clients launch new programs, Erskine Financial Services helps clients with existing co-brand and affinity-card programs navigate their renewal processes.

Through use of the Erskine Financial Services financial models and issuer identification process, our clients have realized more revenue, better compensation structures and increased focus on their programs.  We can also help you work with your new issuer to build a strong value proposition, identify valuable inventory for rewards, set up distribution channels, and leverage other partners.

Over the past few years, we’ve worked with a number of blue-chip brands – meeting (and beating) our deadlines and exceeding their expectations on such projects as:

  • Assisting with the development of a robust experiential, ticket, and merchandise rewards program to drive usage and fan loyalty.
  • Advising on a variety of contract renewals and sponsorship agreements, providing services ranging from market assessments and partner identification to identification of contract precedents, development of financial models and creation of new payment-card categories to drive additional revenue opportunities.
  • Leading the selection process for an issuer of a number of highly customized affinity/co-branded card programs, including the identification of prospective issuers, contract negotiation, and creation of the marketing plan.
  • Building a business plan with market, industry, and competitive research and account plans for a bank considering self-issuing credit cards.
  • Developing enhanced group-incentive partnership agreements.
  • Overseeing the conversion of an affinity-card portfolio to the purchasing bank.
  • Building a prospect database of key contacts at more than 700 colleges and universities.
  • Developing (and helping staff) an in-stadium card-acquisition program for a MLB team.
  • Creating a train-the-trainer acquisition program that will allow a partner’s members and employees to market the credit card through local organizations and its retail stores.