| Key references in Financial
services | Other
references in Strategic development
|
| Sector |
|
Project |
|
Theme 1 |
|
Theme 2 |
Private banking |
|
For one of the most important banks in Switzerland,
manage special projects (Post Merger Integration
and Corporate Business development)
|
|
Post Merger Integration |
|
Corporate Business
Development
|
Private banking |
|
For an international private bank, designed strategic
framework for Sales & Marketing optimization,
in the context of building and aligning future
CRM information systems
|
|
CRM |
|
Sales & Marketing
optimization
|
Financial services |
|
Co-leader for Financial services sector at Arthur
Andersen / BearingPoint: developed large knowledge
and network in Private Banking and Insurance,
especially in the area of front-office management
and in transitions that impact organization and
operations
|
|
Business development |
|
Market knowledge |
Private banking |
|
Developed Anti-Money Laundering service line at
BearingPoint and positionned this solution as a
bridge between Compliance and Marketing
Partnered with law firm Schellenberg Wittmer to
develop vision, solution and approach
|
|
Strategic Marketing and Relationship management |
|
Compliance |
Private Banking |
|
- Delivered revenue growth plan and approach to
increase return on assets of existing clients
(created reporting and analyses tools, analyzed
and optimized client base, prioritized sales and
marketing activities)
- Developed a comprehensive relationship management
strategy and created a sales planning and budgeting
process
- Articulated a change management plan to implement
this strategy, foster sales and management culture
and drive client satisfaction and revenue growth
(encompassing sales management and reporting,
coaching and training of sales teams, development
of best practices...)
|
|
Sales management |
|
Change management |
Private Banking |
|
Managed smooth transition (organizational and
change management side) of Santander Central Hispano
to their new information systems based on Globus
software package from Temenos
|
|
Change
management |
|
Front to Back process reengineering and system integration |
Private banking |
|
Put in place new management line and practices
for back-office operations at Deutsche Bank at
worldwide level; mobilized regional leaders, and
supervised key projects in the area of HR and
reporting
|
|
Change
management |
|
Back-office operations |
Insurance |
|
1to1 marketing strategy of an insurance company
and development
of commercial campaigns worth CHF 55M
|
|
Strategic planning |
|
1to1 Marketing / Direct marketing |
Insurance |
|
Developed alternative business models to support
strategic growth
of a Swiss financial player in the pension fund
market, interviewing financial intermediaries
and analyzing market potential, client needs and
global trends
|
|
Strategic planning |
|
Market study |
Insurance |
|
Planned CRM systems strategy and designed direct
marketing processes and systems to support new
marketing strategy of an insurance company
|
|
Campaign management |
|
CRM systems strategy |
