Consulting | Financial Markets | Services

Trading & Sales

Increasing efficiency through digital transformation

We focus on aligning your product range and processes to your strategic focus and target customers.

This approach involves three elements:

  • Identifying the appropriate target customer group
  • Adapting the process structure
  • Increasing efficiency through digital transformation

We draw on many years of experience with an in-depth understanding of products and processes. We take regulatory requirements into account and facilitate the use of digital capabilities through appropriate software support. Our distinctive solution competence ensures customer loyalty and sustainable earnings.

We are passionately committed to your success and will actively support you through every step of the implementation process.

 

Services

    • Distribution advisory
    • Structuring
    • Corporate sales
    • Sales intelligence
    • Product management
    • Business strategy
    • Business analysis
    • Project management
    • Reorganisation
    • Implementation

 

Areas, processes and products

    • Market analysis
    • Client-clustering
    • Wallet-sizing
    • KPI Benchmarking (products, processes, revenues)
    • Product development, such as tailored derivatives solutions)
    • Product implementation (NPP)
    • Sales-process optimisation
    • Sales support and coaching
    • Hands-on co-working
    • New asset classes, such as ESG products
    • New sales and trading approaches, such as AI guided processes
    • New processes, such as front office digitisation

Contacts

Stephanie Paech

Stephanie Paech

Director

Jens Gerbers

Jens Gerbers

Director

Serge Malka

Serge Malka

US Managing Director

Nourdine Abderrahmane

Nourdine Abderrahmane

Partner

Peter Leech

Peter Leech

Partner

About

Software and advisory solutions for financial services.

Careers

Join our international and dynamic work culture in digitizing capital markets.

Contact

Reach out to one of our local hubs for further information.

Email us
Call us