Previous engagements include:
New Digital proposition in Wealth, at a global bank
• Helped develop and error-proof the commercial model for the new proposition
• Pricing strategy, market research and competitor pricing analysis. Delivered a recommendation to inform the new business’ fee structure and pricing
• Facilitated workshops and created outputs for the Operating Model, Advice Model frameworks
• Definition of key proposition concepts, USPs, target market, Operating Model
Banking licence and asset consolidation at the Private Banking arm of a large Retail bank
• Captured the ‘as-is’ business position; recommended a ‘to-be’ Operating Model
• Requirements elicitation, analysis, and management across Products, Operations, Payments, Legal, IT, Digital, Finance, Treasury, and Marketing
• End to end mapping of key current and new processes
• Customer treatment and mailing strategy for c200,000 customers
• Stakeholder management and reporting to Boards, Directors, Managing Directors