A cohesive action plan – that’s what our commitment means to you.

Besides pursuing the one major goal – your economic success – our teams have many minor goals in sight during the consultancy process.

A multi-stage race is a good figure of speech for this: we define jointly a number of goals that are relatively easy to reach without losing sight of the major goal in the consultancy process.  Reaching such multi-stage goals generates encouragement and makes the structuring and its implementation efficient.

Our intermediate goals:

  • The development of new product ideas:  Jointly with you and for you, we develop within the structuring individual customer-specific solutions.  These can only be effective from our standpoint if they cater optimally for the different goals of customers and the bank.
  • Generating an individual payout profile and determining a price in line with the market.
  • Optimal accompaniment to the customer appointment. Here we understand the consultancy process very comprehensively – and we are pleased to be present for you and with you as part of coaching, in the role of the capital markets expert, or as support staff.
  • Optimal accompaniment to the customer appointment. Here we understand the consultancy process very comprehensively – and we are pleased to be present for you and with you as part of coaching, in the role of the capital markets expert, or as support staff.
  • The development of new marketing approaches in the present environment:  Here your concrete practice and our broader perspective come together in the consultancy process – we jointly respond to changes in IFRS (International Financial Reporting Standards), Doppik (double entry bookkeeping in accounts) and BilMoG (accounting modernisation law).  This also applies of course for changing macroeconomic topics.
  • The rapid response to market developments:  For this reason we maintain the flexibility of the concrete implementation stages in the consultancy process while keeping the success goal constant – in order always to make the best of changing situations.