- Consulting financial institutions on choosing the right platforms, business models, financial products and services for their clients. Defining and implementing Client Advisory, Investment Consulting and Sales Processes based on Swiss client coverage models and standards.
- Identifying and putting into practice new revenue sources. Helping companies grow and expand their markets share.
- Advising banks, financial companies and asset managers on their strategy and helping them implement it. Guiding clients through their investment product selection process and identifying most optimal distributions channels. Training financial professionals how to sell those products.
- Writing and implementing operational processes like internal rules for control, prevention of money laundering, Know Your Client.
- Providing financial modelling and investment portfolio optimisation.
A three phase approach is used.
- Analysis - fully understand the operation and what management wants to achieve.
- Development - options are presented for reaching the desired goals / targets.
- Implementation - work closely with management to implement change, to bring the organisation from where it is to where it wants to be.