BANKING & FINANCE

A world leader in
Strategy & Marketing

Investment & Funds
Banks
Asset & Wealth Managers
Family offices

Banking and Finance

We accelerate your business development

We are one of the preeminent global consulting firms in the Banking & Finance industry.
With clients in over 85 countries, we have compiled an unmatched expertise in every aspect of Banks and Funds’ strategy and marketing.
Every day we assist, companies or project holders to raise capital and reach the investment community.
We help investors get first sight on “off market” investment opportunities. We source deals which match their investment criteria.
We are behind some of the most successful marketing campaigns, structuring and optimization of clients portfolio, digital transformation, fintech, digitalization of services and products, generating new clienteles, ESG strategy, responsible & green finance, investors relationships,…
We work alongside CEO’s, General Managers, Directors, Executive Board, Heads of Department, CFO’s, COO’s, Secretary Generals, Asset Managers, Marketing and BD Managers, Investors Relationship Managers, Communication officers, …

We understand your needs

We understand the specificity and complexity of regulated professions

We understand your professional ethics and deliver advices which respect issues like confidentiality, rule of conducts, anti-money laundering, KYC,…

We bring them a specific approach, adapted to the specialized services they offer.

Credentials

  • Defined and implemented the ESG policy for a Middle East based investment fund.
  • Conducted market surveys to launch new products in Africa.
  • Assisted a single Family office on its business development strategy.
  • Implemented a Profitability plan in a REIT.
  • Implemented the marketing policy for the digitalization of banking products.
  • Accompanied several banks in their Fintech Strategy.
  • Repositioned on the market several banking products.
  • Assisted one of the leading bank in their local CSR’s policy to maximize returns.
  • Trained employees on the marketing of banking services.
  • Restructured an international retail bank on its marketing strategy.
  • Help launch a private banking product in Switzerland.
  • Assist a Luxembourg Bank to develop its network of intermediaries and commercial agents.
  • Provided market intelligence on the Crypto segment to a financial institution.
  • Advised a Market authority to become a leader in one financial segment.