Consulting firm. Expert in Transformation
Specialized in Banking, Insurance, Retail & Supply Chain
Consulting firm. Expert in Transformation
Specialized in Banking, Insurance, Retail & Supply Chain

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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

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