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

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