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INNOVATION Imagination is more important than knowledge - Albert Einstein INTEGRITY EXCELLENCE TRUST CLIENT CENTRICITY

From idea to action, innovate with meaningful and sustainable impact, develop and advance knowledge, share it

When an organization needs to reach a new level, accelerate its growth or transformation, alavise provides consulting and change management services.

alavise’s mission is to get organizations closer and closer to customers’ needs, develop operational excellence and up-skill people.

alavise specializes in digital transformation, advanced data analytics, change management, project management and governance.

alavise’s values are client centricity, excellence, integrity, innovation, partnership, humanism.

About alavise and project approach

Acting
at the
speed of
soundness

Digital transformation

Growth requires care and attention

In the digital age, what directions to take, how to enable change and support employees transition for the benefit of clients? what is the concrete impact on operations and how to enable change and up-skill people so that initiatives produce a real and lasting result?

alavise combines its experience in IT planning and integration, change management, client centricity, sales excellence and One-to-One Enterprise, leveraging and adapting to our digital world and the need for agility and co-creation.

How ?

Advanced data analytics

Data at the heart

What hidden treasure lies in the databases? How to leverage and enrich it in order to augment customer benefits, improve financial results, reduce risks and up-skill people? Information and data have always been the core issue.

When analyzing data, alavise uncovers quick wins and reinforce motivation for the digital journey, while bringing immediate benefits.

alavise is an official partner of alteryx and draws on its power and intuitive, nocode, AI components to accelerate results.

“Start to describe what is, imagine what could be and take decision on what should be” is alavise’s vision of augmented consulting.

Change management

The art of agile alignment to maximize results, lasting results

Most difficult thing in any project is to manage resistance to change. This is critical to rip the expected benefits of your investment. alavise believes things happen because we define and communicate a purpose that makes sense to all stakeholders. Most mobilizing purpose is usually defined around objective and tangible information touching clients and external environment. This is why alavise places so much importance on clients, people and data.

alavise combines best practices in change management, client centricity and Project Management: Professional Project Management (PMP), agility and rapid prototyping, customer journey, the 5 dimensions of change management according to ADKAR-Prosci. With pragmatism, alavise adapts them according to the culture, needs and situation, and coordinates them to go from vision to action and from action to lasting impact.

Client centricity

The open enterprise

Before being translated into a customer journey methodology and CRM technology with varying degrees of success, client centricity is a culture and a way of running a company: thinking in terms of clients needs and not internal constraints; seeking to satisfy more and more needs of existing customers, rather than constantly seeking new customers for existing products.

This requires being open, innovative and working in co-creation, developing partnerships, personalizing one’s service or product. This mindset has imposed itself in today’s digital age that gives customers plenty of choices. The challenge is not to apply methods or tools to old practices. The challenge is to return to the fundamentals of client centric culture and values.

Wealth management and the Trust Ladder

Clients first

alavise bundles its experience in Client orientation, Sales excellence, Change management and Digital to address industry stakes.

alavise created the Trust Ladder© to develop trust between a relationship manager and clients.

Trust Ladder

The true price of transparency in Private Banking

The art of dynamic pricing

One of the most important costs in private banking is special conditions. Yet it is rarely measured and optimized, unlike more traditional cost-cutting measures. alavise has developed a dynamic pricing approach based on benchmarking of special conditions and cost-to-serve a client in order to balance the negotiation between a client and the banker. Win-Win.

Read the article
Dynamic pricing concept

Differentiation in Private Banking new era

Back to the future

Environment, Financials, Clients, Digital, FinTech and Regulation force to reconsider efficiency, mindset, business model and differentiation

Read more

History of Private banking in Switzerland suggests a possible scenario for the future of the industry: returning to its origins and DNA.

Back to the future

Our blog

18Jun
La numérisation de nos 5 sens, quel sens pour les entreprises?

Ce billet est initialement paru pour le magazine économique suisse Bilan. Continuons notre série sur…

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30Oct
L’information libérée à l’ère numérique… et les conséquences de cette libération

Ce billet est initialement paru pour le magazine économique suisse Bilan. Continuons notre série sur…

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16Jul
Pourquoi tant de «raffut» autour de la transformation digitale ?

Ce billet est paru sur le magazine économique suisse Bilan le 16 juillet 2018. Arrêtons-nous…

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27Jun
Et si on prenait le temps de respirer ? Digressions sur le digital et l’Intelligence Artificielle

Crédit photo: Jean-Charles Neau   Ce billet est paru initialement sur Le Cercle des Echos…

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18Jun
Prendre le contrôle de sa transformation digitale: indispensable oui, mais comment?

Ce billet est paru sur le magazine économique suisse Bilan le 18 juin 2018. Dans…

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13Jun
D’où vient la créativité ? Peut-on créer quelque chose à partir de rien ?

Crédit photo: Jean-Charles Neau Quel rapport avec le monde des affaires ? On sait que…

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23May
« A la vitesse d’un cheval au galop », la marée de la Transformation Digitale

Ce billet est paru sur le magazine économique suisse Bilan. Dans les deux précédents billets,…

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18Apr
Stratégie ou technologie pour bien aborder la transformation digitale ? ni l’un, ni l’autre…

Cet article a été publié sur le magazine économique suisse Bilan le 18 avril 2018.…

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11Apr
Par quel bout aborder la transformation digitale ? épisode 1: par la culture ?

Cet article a été publié sur le magazine économique suisse Bilan le 11 avril 2018.…

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20Sep
Current S&P500 level anticipates real GDP growth by 17 years

This article has been published in french speaking swiss economic magazine Bilan. Does anyone understand…

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10Mar
Swiss Private Banking: The True Price of Transparency

This article has been initially published in French in Bilan.ch, Swiss economic magazine. The first…

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21Sep
The difficult job of being (and staying) an advisor ?

Advisors can be consultants, private bankers, members of the Board of Directors or the Advisory…

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03Jul
Swiss Private Banking: Has Anything Changed?

This post has been selected to be featured in Banking & Finance pulse on LinkedIN…

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21Jun
One to One is the grail of Private Banking

This article was initially published in French in Bilan in June 2016. How excelling at…

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15Jun
About Coup d’Oeil

Wealth managers find themselves in a new paradigm of fierce open competition and shrinking margins…

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13May
Private Banking: Should We Be Concerned About Risks? Yes, but not for the reasons one believes

This article was originally published in French in Bilan.ch, Swiss economic magazine. Clients and Staff…

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02May
La croissance requiert plus que jamais soin et attention

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12Apr
Des petits papiers du Panama à une réflexion sur une croissance durable

Publié dans Bilan.ch le 12 avril 2016. A-t-on pris la mesure de la crise de…

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12Feb
Private Banking: Back to the Future? part 2

Posted in Bilan.ch on 12 February 2016, French speaking Swiss magazine. In previous post, we…

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22Jan
Private Banking: Back to the Future? part 1

Posted in Bilan.ch on 22 January 2016, French speaking Swiss magazine. To understand Private Banking…

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25Dec
Banks: can we please talk about clients and staff?

Posted in Bilan.ch on 22 December 2015, French speaking Swiss magazine. Where I suggest to…

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07May
Internet, Disruption positive ou Nouvelle donne inégalitaire?

Le journal Suisse Le Temps a publié le 2 mai un très bon article sur…

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20Mar
Measuring Trust in a Private Banking Relationship

About the Trust Ladder© More than anything else, trust and client relationship is the single…

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12Mar
1to1 Marketing and Private Banking

A Private Banking View episode 2 How excelling at managing clients differentiates you ? And…

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27Feb
Differentiation in Private Banking new era

A Private Banking View episode 1 Environment, Financials, Clients, Digital, FinTech and Regulation force to…

Read More
22Feb
L’imagination est plus importante que la connaissance

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21Feb
Technology and Client Relationship Management

Technology for improved client relationship management (presentation in French) Very often, CRM is defined in…

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21Feb
Client strategy, One to One and CRM

Client is a Capital: you create it, manage it and carefully look after it (presentation…

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21Feb
Does sales matter?

  "Theoretically, if I cust costs enough, we'll be profitable without selling any product."  …

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21Feb
How to Define Change Management ?

It is all about agile alignment How to deal with resistance to change? Is personal…

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