recent client success
redefining the strategy for an international private clients business
context
this international and geographically diverse business needed to unlock internal constraints to grow
process
through a series of consultations with leaders of the business, we were able to quickly distil the major pain points. In combination with our vast industry knowledge, we prepared and presented a tangible roadmap to address the challenges and deliver success
outcome
[live and ongoing project]
transforming an Australian wealth manager's strategy
context
this successful wealth manager had a tactical strategy in place which needed to be reset to accommodate market changes, their own technology/ product development and ultimately to better serve their diverse client base
process
after working individually with the executives and performing a 2-day strategy workshop with the ELT, we were able to reset and stretch the company on the strategic direction going forward
outcome
- reset the strategic direction including a new dedicated inorganic strategy
- identified tangible areas of development such as; the go-to-market plan, project management and communication mgmt
our broader experience
Current Account Review - UK/SA Banking Group
Business Case for Transformation - AU Mutual Bank
Business Case for Transformation - AU Mutual Bank
What was the challenge?
This Banking group wanted to test the hypothesis around the cost:benefit of continuing to invest in their legacy current account platform
How was it solved?
Analysed 5 years of current account behaviour, funding benefits and technology costs and married that with external market trends such as Open Banking/ PSDII
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What was the challenge?
This Banking group wanted to test the hypothesis around the cost:benefit of continuing to invest in their legacy current account platform
How was it solved?
Analysed 5 years of current account behaviour, funding benefits and technology costs and married that with external market trends such as Open Banking/ PSDII
What was the outcome?
Provided the clear and evidence-based recommendation that the Current Account product should be retired .
This recommendation was agreed by the Board and in progress
Business Case for Transformation - AU Mutual Bank
Business Case for Transformation - AU Mutual Bank
Business Case for Transformation - AU Mutual Bank
What was the challenge?
A regional mutual bank wanted to present a compelling business case to the board for founding of a technology led transformation across its end-to-end business
How was it solved?
Reviewed key local and international mutual bank trends, analysed customer and product segmentation, and composed metrics to baseline for f
What was the challenge?
A regional mutual bank wanted to present a compelling business case to the board for founding of a technology led transformation across its end-to-end business
How was it solved?
Reviewed key local and international mutual bank trends, analysed customer and product segmentation, and composed metrics to baseline for future expectations
What was the outcome?
Compiled an extensive transformation business case and roadmap, presented to the board who approved a multi year business and tech transformation, and commenced the first set of transformation projects
RFP and Vendor Assessment - AU Major Bank
Business Case for Transformation - AU Mutual Bank
RFP and Vendor Assessment - AU Major Bank
What was the challenge?
A big 4 Australian bank was facing increasing operational cost and risk of its merchant payments and orchestration platform
How was it solved?
Created a future target operating model, conducted an extensive vendor RFP including prototyping sessions with Bank execs, and contractual negotiations
What was the challenge?
A big 4 Australian bank was facing increasing operational cost and risk of its merchant payments and orchestration platform
How was it solved?
Created a future target operating model, conducted an extensive vendor RFP including prototyping sessions with Bank execs, and contractual negotiations
What was the outcome?
Provided market expectations of a future ready payments and orchestration platform, managed an extensive and independent RFP process, and provided expertise and coaching to Bank staff in commercial negotiations and contracts