Banking and Insurance
Innovation and the development of new solutions that leverage data, digital technologies and new service platforms have never been more important.
Banking and Insurance
Innovation and the development of new solutions that leverage data, digital technologies and new service platforms have never been more important.
The rapid pace of innovation and the growing number of competitors has led financial institutions to place great emphasis on key business processes digitalization and internal organizational structures and talent reassessment to better prepare for the future of the industry.
The regulatory framework requires robust governance models and increased Risk Management skills. In an era of digital transformation, data processing and analysis are a requirement to better align business strategies and enable a better understanding of the customer base. The optimization of processes and resources are key requirements for success in a context of dynamic organizational transformations.
Regulation and Government
Adequate governance models and the modernisation of compliance areas should be a priority in alignment with business strategy, while ensuring and strengthening the security of information systems and data protection
Risk Management
Efficient risk management, with particular focus on identification and prevention of risks, requires robust processes, preventive control mechanisms and competent resources capable of identifying risks at an early stage. Technology and data analysis are equally important in risk mitigation.
Organizational Transformation
An effective organizational transformation process allows operational efficiency to be optimised, internal relationship models to be assessed, capacity and size analyses to be carried out and monitoring and control mechanisms to be put in place to enable more effective management.
Customer Loyalty
In a competitive market, with new competitors leveraged on low-cost agile technologies and structures, better knowledge of the market, customers and trends, providing a distinctive customer experience is a key success factor.
Operational Excellence
Nowadays, improving key business processes and implementing greater operational efficiency in operational and support areas are an enormous challenge that, if not met, can jeopardize financial institutions competitive positioning.
Digital Transformation
Market demands require the development of new services and digital channels to survive and maintain competitiveness. Additionally, it is imperative to digitalize processes and resort to robotic process automation (RPA) in order to respond to efficiency challenges.
Regulatory Compliance and Governance Models
– We ensure regulatory compliance through processes and governance model audits, processes redesign, improvement plan definition and implementation management (PMO).
– We implement Business Continuity Plans (BCP) and Disaster Recovery Plans (DRP), including an analysis of the risks impact in the business and respective quantification (BIA).
Risk Management
– We analyse and evaluate portfolios and support the implementation of risk infrastructure.
– We work with our clients in the selection and configuration of solutions for fraud prevention, money laundering and terrorist financing.
Organizational Transformation
– Rethinking the organizational and governance model to better respond to market and regulatory challenges, defining decision levels, internal and external relations processes, KPI’s definition and control and monitoring measures.
– Change and communication management, to ensure alignment between the organisation and the strategy.
Customer Loyalty
– Analyse the market, trends and insights related to competitors, customers and partners.
– We prepare market and benchmarking analysis, satisfaction surveys, propensity and segmentation models.
– We develop methodologies for (re)designing the Customer experience, which include mapping the “Customer Journey”, identifying its main “pains” and “moments of truth”.
Operational Excellence
– We implement projects to improve operational efficiency to achieve higher performance levels.
– Training in Lean Six Sigma and Theory of Constraints methodologies and monitoring of certification projects.
Digital Solutions
– We help our customers identify new digital businesses models that enhance their business, develop innovation ecosystems and digitalize the customer experience.