We challenge routines and pioneer new paths. To create a lasting impact.
Our approach
We invest in methodologies and solutions to set new standards
- Net contribution concept to integrate client costs and efforts into decisions
- Structured and tool-supported client development process
- Migration and pricing tools to secure revenue uplift
- Feasibility studies for analytics use cases in Power Apps and Tableau
- Collaborate with AI experts and test banking-relevant applications
Structured assessments for fast results
- Pegasus. Growth driver assessment
- Sirius. Sales and revenue excellence check
- Polaris. Analytics readiness assessment
- Neptune. Price list analysis
Prototype tools ready to deploy
Pegasus. Growth driver assessment
- 4 week evaluation of your client acquisition framework
- Identify key pain points through stakeholder interviews
- Understand your growth performance compared to your peers
- Leverage improvement measures based on 10 growth factors
- Apply proven lead-generation tactics for wealth management
- Create growth momentum with a tailored pipeline strategy
Do you want to boost your pipeline?
Sirius. Sales and revenue excellence check
- 3 months to tailored improvement actions
- Close RoA gaps with industry benchmarking
- Improve pricing decisions with optimized processes
- Increase mandate quota with an tailored offering shelf
- Boost revenues with price list quick wins
- Prioritize actions with quantified revenue potential
- Set an excellence roadmap for the next years
Ready to uplift your revenues?
Polaris. Analytics readiness assessment
- 4 week diagnostic review to asses your analytics capabilities
- Identify critical data gaps within 9 building blocks
- Benchmark your analytics capabilities with industry leaders
- Define action plan for data enhancement and business logic
- Specify next use cases based on 6-8 stakeholder interviews
- Enable rapid delivery of analytical use cases
Do you want to create more client insights?
Neptune. Price list analysis
- 2 week expert evaluation of your price list
- Gain a clients perspective using on 16 qualitative dimensions
- Understand your price positioning compared to your peers
- Ensure consistency across offering, segments and channels
- Short list of pricing optimization ideas
- Bring your price list layout and sales story to the next level
Do you want a quick expert assessment?
Phoenix. Cost and effort based discounting
- 2 months to design and implement a net contribution concept
- Define rates for costs to serve considering risk and effort
- Assess client profitability across all products and revenue streams
- Embed net contribution into your discounting process
- Ensure costs coverage per client and improve your margin
- Manage discounting proactively with a tool-based solution
Do you want to make better pricing decisions?
Vega. Sales and revenue cockpit
- 4 months to deploy cockpit in production
- Understand team, RM and client performance with drill-downs
- Facilitate client book planning and sales campaigns
- Take precise client actions supported by a 360° view
- Gain insights on how initiatives perform and why
- Make a leap towards systematic client development
Do you develop your clients systematically?