| References
in Strategic development and Client orientation
| Other
references in financial services (Private banking,
Insurance)
|
| Industry |
|
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 of Sales & Marketing optimization
in the context of building and aligning future
CRM information systems
|
|
CRM |
|
Sales & Marketing
optimization
|
Travel
Nanotechnology |
|
Coach at Venture
2008 (start-up competition by McKinsey and ETH
Zurich): advised entrepreneurs on financial, marketing
and business planning in Travel and Nanotechnology
industry
|
|
Business and Financial planning |
|
New venture development
|
Legal services |
|
Evaluated business opportunity of a new venture:
worked with entrepreneur as sparring partner to
sketch out possible business models and related
stakes; developed sound financial plan to support
fundraising; supervised market studies, including
mystery shopping, to assess competition and market
trends
|
|
Business and Financial planning |
|
Market assessment
|
Software |
|
In a distressed situation, evaluated potential
and marketing effectiveness of a Business Intelligence
solution; facilitated development of go-to-market
strategy and turn-around plan
|
|
Due diligence |
|
Turn-around |
Tourism
Hospitality |
|
Business planning, market study, financial modeling
and prototype
of a start-up which delivers traveller-centric
services in leisure travel, taking advantage of
video and immersive images
|
|
Strategic planning |
|
eBusiness / Internet |
Sport |
|
Planned strategy and actions to leverage digital
assets (photo and video), especially to address
emerging market of Video On Demand (VOD); gained
internal momentum and consensus; assessed organizational
needs, performance and readiness; analyzed legal
issues as well as market potential, including
interviews of clients and key market players
|
|
Strategic planning |
|
Market assessment
Internet
VOD |
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, clients needs
and global trends
|
|
Strategic planning |
|
Market assessment |
Wealth management |
|
- 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 |
Insurance |
|
1to1 marketing strategy of an insurance company
and
development of commercial campaigns worth CHF
55M
|
|
Strategic planning |
|
1to1 Marketing / Direct marketing
|
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 |
Government |
|
Facilitated development of plan and organization
of future eGovernment services at State of Geneva,
including risk assessment and IT architecture
visionning
|
|
Planning and Organization |
|
Internet
eGovernment
|
Pharma |
|
Instilled long lasting customer-orientation mindset
into a shared service centre, interviewed clients
and ran a mobilization program based on participative
workshops built upon clients expectations
|
|
Client satisfaction management |
|
Change management |
Telecom |
|
Brought client-focused selling mindset and consultative
selling know-how to product-centric sales forces
of a global telecom manufacturer, prepared training
material and ran pilot sessions in North Africa
|
|
Sales management |
|
Change management |
Utilities |
|
Trained 100 people of a newly created Sales and
Marketing department of a utility company on Customer
Relationship Management strategy and 1to1 marketing
|
|
Customer Relationship Management and 1to1 Marketing
|
|
Change
management |