Online Bank
BCG Matrix

The BCG Matrix template is available immediately after purchase as a downloadable file so you can plug in your online bank data and start analysis the same day-no waiting, no extra software, just open and run.

Download and open instantly

No plugins or cloud setup needed

Start analysis the same day

Use on desktop or laptop

The template is fully editable so you can adapt axis definitions, quadrant thresholds, product names, and styling to match any US online bank business model or reporting standards-change labels, colors, and formulas to fit your data.

Change axes and thresholds easily

Edit product names and descriptors

Adjust calculations to bank metrics

Brand colors and fonts editable

The template includes a ready-made four-quadrant layout with built-in logic for relative market share and growth, sample formulas, and placeholders for quantitative and qualitative notes-so you save hours building charts and get consistent categorization.

Ready quadrant layout included

Sample formulas and placeholders present

Automated quadrant placement logic

Built-in notes and action fields

The template is beginner-friendly with clear labels, an instruction paragraph, and example data-no advanced Excel or strategic consulting background needed to produce a professional BCG analysis for your online bank.

Simple labels and guidance included

Example data demonstrates workflow

No advanced Excel skills needed

Instruction paragraph for quick start

The matrix helps you separate high-return products (like profitable loans or interchange-driven cards) from low-return items (low-margin accounts) so you can redeploy capital and improve net interest margin and fee income performance.

Spot high-margin banking products

Highlight low-performing account types

Inform deposit and lending allocation

Link to net interest margin tests

The template visualizes each product's position with clean quadrant graphics and markers sized by revenue or user base so stakeholders instantly see stars, cash cows, question marks, and dogs in your bank's portfolio.

Clean quadrant graphics included

Marker size shows revenue scale

Color-coding for quick reading

Exportable for slides and reports

The template is formatted for boardrooms and investor decks with polished typography, export-ready charts, and concise commentary sections so you deliver credible presentations without extra design work.

Slide-ready charts and tables

Export to PDF for decks

Polished typography and spacing

Concise commentary sections included

The matrix pairs quantitative scores with recommended actions-invest, protect, harvest, divest-so you get direct next steps tied to each quadrant and can build a one-year action plan from the analysis.

Clear invest/hold/divest recommendations

Tie actions to financial metrics

Use outputs for budget planning

One-year action plan ready

This template is sold once with lifetime access-no subscriptions-so you keep the files, updates, and reuse rights indefinitely and avoid recurring costs for strategic planning tools.

Single payment, no subscriptions

Lifetime file access guaranteed

Reuse across multiple reviews

Free minor updates included