Banking References
Product line expansion
• Definition and implementation of a new foreign client acquisition strategy for a Moroccan bank looking to increase its market share in the expatriate market segment
• Design and implementation of a new commercial and asset assessment approach (long-term savings) for a French retail bank
• Implementation and steering of customer satisfaction monitoring tool throughout a French banking network
• Design and implementation of a monitoring tool for a 3 year strategic marketing plan aimed at retail customers of a French financial institution
• Definition and scoping of private banking client segmentation
• Assistance in the implementation of a new remote client relationship tool
• Industrialisation of risk management processes through the implementation of a new tool
• Implementation of a Customer Service Centre in Morocco
Private banking
• Assisting in the harmonization of a private banking model (Europe, Mediterranean, Asia)
• Program management in sales & distribution for a number of French private banks: CRM, Internet, and discretionary portfolio management
• Commercial strategy redefinition (client segmentation, employee revitalisation, training) for a major French private bank
• Implementation of an internal prospection tool between retail and private banking leading to a 20 point hit ratio increase
• Pricing structure redefinition for a private bank in France and Belgium
• HR assistance following the merger of two private banks
• Identification of MiFID impacts and corresponding opportunities for a private bank and its asset management branch
Investment banking / capital markets
• Identification of MiFID impacts for the brokerage business of France’s second-largest investment bank
• Feasibility study and project scoping for the implementation of a cross-product e-banking portal, defined as an innovative one-stop-shop solution targeted for corporate clients in various business lines
• Employee footprint analysis (geographical & functional) and budget definition for a workforce reduction plan and assistance in its implementation
• Synergy of brokerage activities following the merger a major banking group
• Origination and assistance in the implementation of the Smartpool marketplace