Planning for

Strategy & Operations

An important part of our work is advising clients on how to adapt to the changing environment and the new pressures they are facing. As margins continue to be eroded and disrupters eat into market share, banks look to us to help define and execute a modern strategy. We help formulate the right operating models, find the right platform, and implement the most efficient processes to protect margins and facilitate growth.

Areas of Expertise

Strategy Implementation

The perfect strategy imperfectly implemented leads to inferior performance and unnecessary risk. Our proven methodologies and frameworks help clients to achieve optimal outcomes and to differentiate themselves. We address cultural, strategic, IT, procedural and management gaps to reduce friction and affect a speedy and comprehensive uptake.

Sourcing & Governance

Sourcing is a complex process, often with a daunting number of variables and options. Done well it strikes a balance between what can be achieved in-house and what is best handed over to specialists. We offer a step-by-step guide to a vendor-sourcing and governance programme, working closely with banks to define their needs. Our approach extends to help banks prepare for transition, address known challenges and reduce implementation time so clients begin the change process in the best possible shape.

Business Operating Model

Banks are operating in a fast-moving environment that demands constant review and change. Working closely with clients, we help them to design tailored operating models. These act as blueprints for how resources will be used. We also review clients’ existing operating models to look for improved efficiencies and achieve better business outcomes.

Leadership Perspective

Case Study

Set-Up of a BPO Center in Germany

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White Paper

External Asset Management & Private Banking

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Zabeen Moser-Mawji



Jacqueline Teoh

Associate Partner