Definition of a new Target Operating Model

Client Needs & Objectives

The objectives were to increase the UL rate thanks to a platform gathering its asset managers:

  • Asset manager dedicated to general account and internal funds
  • Asset manager dedicated to discretionary portfolio management and external fund selection

The group wanted to capitalize on the second expertise to rationalize the current set-up and use the French model to build adpated scenarii to other entities, thanks to this AM support

Our approach

A four-step approach:

  • As-is diagnosis: workshops, interviews, analyses, etc.
  • Benchmark: documentation and assessments
  • Target Operating Model definition: analysis and brainstorming workshops
  • Deployment path determination: risk analysis and roadmap

Client Benefits & Main Results

  • As-is diagnosis

  • Current process description (among the whole value chain from product definition to post-sales)

  • Detailed strengths, weaknesses and perspectives by step of the process

  • Benchmark

  • Description of five market trends

  • Target Operating Model definition

  • Construction of 3 progressive scenarii with RACI for each of them

  • Further detail of sign-off and post-sales animation processes

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JOINING FORCES TO SHAPE A BOLDER FUTURE FOR OUR CLIENTS

After 13 years of a wonderful journey, alongside talented colleagues and valued clients, it is time for Chappuis Halder & Co. to begin a new adventure as Capgemini Invent.

 

As thinkers and doers, we have supported clients around the world and have consistently invested in expertise to provide thought leadership and deliver impactful projects related to Finance, Risk and Compliance ESG, Business development and Organization transformation, Data, Tech, and Cybersecurity.

 

Joining forces with Capgemini Invent presents an extraordinary opportunity to accelerate and go above and beyond as a global team to “Seize the full potential of financial services”.

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