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.
Our 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 digitisatio
Contacts
Nourdine Abderrahmane
Partner, Switzerland
Stefan Wingenbach
Senior Manager, Germany