Client Needs & Objectives
Our clients, 3 Swiss insurance brokers, needed our assistance in order to ensure a thorough and mastered post-merger integration (of 3 and then 6 brokers) and become the leader in the geographical area.
The objectives were as follows:
- Define the Marketing & Communication plan as well as a formation plan
- Define the commercial action plan : product offering, distribution channels
- Define the client relation model and the target operating model
- Assess operations & processes
- Elaborate a business plan
- Define an IS architecture & adequate tools
Our approach
Pre-merger financial engineering
- Interviews with the top management
- Definition of a customer-centric strategic plan
- Market studies related to the clients’ activities
Workshops with key managers, related to :
- Organizational aspects
- The definition of a global action plan and a clear time-frame for the merger
- IS aspects (architecture, tools…)
Post-merger integration & change management
- Governance planning and monitoring
- Marketing & Distribution aspects (synergies & redundancies)
- Definition & implementation of the commercial tools
