Client Needs & Objectives
Banks have decreased complexity, refocused on their core markets and now they strive for efficiency. In order to do so, three main objectives have been defined:
- Improvement of the quality of service offered to our clients by increasing the time dedicated to them.
- Increase RoA and NNM by identifying and realizing business opportunities throughout client books
- Reduce overhead costs and turnaround time
Our approach
1. Transparency phase:
- Assess the value proposition
- Understand the organisation & the actual service model
- Inventory the level of competencies
- Identify operational inefficiencies
2. Target Model phase:
- Refine the Value proposition
- Adjust the organisation and design the target service model
- Define target competencies
- Suggest operational improvements
3. Implementation phase:
- Implement the target governance
- Deploy changes in the organisation
- Strengthen sales management
- Train and/or hire target competencies
- Implement operational improvements
