PROJECT SUMMARY

Strategic alignment – products and segments

Belgian retail direct bank

Investigate the alignment of products offered and customer segments serviced with the client’s newly defined strategy map. Prepare action plans and project plans to perform rationalizations decided upon.

Challenge

  • Multiple locations and stakeholders
  • Common view on interpretation of strategy and impact
  • Estimate impact in terms of deposits, customers, revenue, capital requirements, liquidity risks, legal, compliance and operations

Approach

  • Analyse the product and customer portfolio characteristics and distributions
  • Propose the approach to perform the investigation and ensure agreement
  • Perform the investigation accordingly from a funding/liquidity (LCR, NSFR, CRR, CRD IV, Basel III, EBA) perspective and from a functional perspective (operations, compliance, legal, risk management, process management and systems)
  • Propose rationalization options (what/how/when/impact) and facilitate decision taking
  • Define specific business cases and facilitate validation
  • Draft action plans and project planning to execute rationalizations

Impact

  • Action and project plans to perform rationalizations

Do you want more information or do you have a similar challenge or issue?

Share

Related projects in terms of expertise

Largest Belgian Asset Manager with EU branches and cross-border distribution

Thank you!

Your application has been received successfully.

A confirmation has been sent to the provided email.

Please check your spam or junk folder,
in case you do not find a confirmation in your inbox.