Financial Institutions

• Assess the overall client satisfaction of private banking clients regarding service expectations

• Build a training academy for financial advisors to raise the conversion level in client interactions

• Assist a national insurance to design a business continuity plan to manage its preparedness against microorganisms that constitute a global catastrophic biological risk (pandemic)

• Evaluate the business model of banking segments to address the future client needs

• Identify fin-, insur- and reg-tech start-ups with innovative APPs to disrupt the business model

• Facilitate the collaboration between the ecosystems of start-ups and of financial institutions

• Challenge value proposition to identify white spots of future and existing client needs 

• Rebuild a fresh value proposition to cover the clients needs with cutting-edge UX

• Build the Expert Network ecosystem (platform) to address white spots with tailor-made services

• Design the governance architecture with a framework to manage the Network Experts

• Apply the governance framework to support the implementation of an Expert Network (platform)

• Evaluate the impact of key trends in digital wealth management for an international bank

• Analyse the company culture of a pension fund with an employee survey to mitigate risk exposure

• Assist a German bank in a next-generation wealth development plan for future Mittelstand leaders