Client: National Retail Bank

Client Situation: A national retail bank built a new digital banking platform aimed at attracting Gen Z clients, under a newly established brand.

Our Contribution:

• Strategic Vision: Crafted a clear strategy and vision for the new digital banking platform

• Operating Model Development: Established a comprehensive operating model, clearly defining roles and responsibilities to ensure smooth and efficient operations.

• Strategic Offering: Developed a compelling strategic offering that included innovative banking services tailored to the needs and preferences of Gen Z clients.

• Roadmap Creation: Designed a detailed implementation roadmap to guide the platform's development and launch phases.

• Regulatory Compliance: Defined the necessary legal and regulatory requirements to ensure the platform's compliance

Client: E-Commerce Start-Up

Client Situation: A US-based medical start-up specializing in hearing aids was struggling to establish the necessary operational infrastructure to support its growing demand.

Our Contribution:

• Organizational Restructuring: Developed a clear hierarchy by interviewing employees, streamlining communication, and improving efficiency through better organization of direct reports.

• Cultural Enhancement: Implemented new policies and procedures to foster a cohesive team environment, leading to a more engaged and motivated workforce.

• Customer Service Improvement: Improved call center training to enhance customer service quality and improve the overall customer experience.

• Distribution Optimization: Relocated warehouses to strategic locations and established new supply channels to support the company's growth and improve logistical efficiency.

• Training Development: Created comprehensive training materials to ensure all employees were aligned with company processes and goals.

• Data-Driven Efficiency: Introduced data-driven decision-making processes to enhance operational efficiency and support informed business strategies.

Client: International Private Bank

Client Situation: Adherence to regulatory standards required the bank to partner with a firm to support the creation and implementation of a regulatory roadmap.

Our Contribution:

• Regulatory Roadmap: Developed a comprehensive regulatory roadmap outlining the steps required to achieve compliance.

• Project and Change Management: Led and oversaw the implementation of regulatory initiatives, ensuring smooth transitions.

• Legal and Business Requirements: Defined the necessary legal and business requirements to meet regulatory standards.

• Process Implementation: Implemented new processes, standards, and frameworks across front office and support functions to ensure compliance.

Client: Private Bank

Client Situation: A private bank faced operational inefficiencies and client pain points in their Account Opening and Account Servicing processes.

Our Contribution:

• Strategic Vision: Conducted comprehensive research to identify and understand client pain points and operational issues.

• Operating Model Development: Developed a streamlined workflow to address and eliminate identified issues, enhancing operational efficiency.

• Strategic Offering: Enhanced the account opening and servicing processes to reduce costs and improve client satisfaction.

• Risk Management: Identified risks in workflows and implemented robust risk management strategies to mitigate them, ensuring the stability and security of operations.

Client: Prop Tech Start Up

Client Situation: A newly formed PropTech startup aimed at creating a global real estate platform required comprehensive support to establish their operations and position themselves for growth.

Our Contribution:

• Strategic Planning: Developed a clear strategy and vision, ensuring alignment with market needs and investor expectations.

• Operational Setup: Established an operating model

• Regulatory Compliance: Provided guidance on navigating regulatory requirements across different markets to ensure smooth operations.

• Market Entry Strategy: Crafted a go-to-market strategy and financial model to launch the platform in target markets

• Investor Relations: Prepared comprehensive business plans and pitch decks to attract and secure funding from potential investors.