Corporate Strategy
Strategic Direction and 5 Year Plan for Global Universal Bank
Defined new strategic direction, including identification, prioritization and implementation of profitable organic and inorganic growth opportunities over short-term, medium-term and long-term horizons
Banking
Strategic Resource Allocation for Regional Universal Bank
Prepared value analysis across business lines, products and customers to optimize customer and business mix
Banking
Balance Sheet Transformation for Community Bank
Supported the strategic transformation and optimization of bank’s balance sheet, resulting in diversification of loan exposure and positive market reaction
Banking
Resource Allocation Under Capital Constraints for Global Universal Bank
Optimized capital and resource allocation under different capital constraints (RWA, Leverage, Stress) and developed methods for attributing capital to businesses to best measure return on equity
Banking
Sell-Side M&A for Large Financial Services Provider
Developed the highest value strategy for staying independent; identified advantaged owners for possible sale and established minimum acceptable selling price for sale to beat independence
Banking
Buy-Side M&A for Global Broker Dealer
Evaluated M&A candidates and combination effects to support client’s strategic objective for geographic expansion
Banking
M&A Strategy & Screening for Tier 1 Bank
Identified opportunities for value creating growth from both an organic and M&A lens, leading to prioritization of strategic initiatives and growth investments
Banking
Growth Strategy for Regional Asset Manager
Defined new strategic direction, including identification, prioritization and implementation of profitable growth opportunities over the next 5 years
Wealth
New Business Development for P&C Insurer
Quantified headroom for potential value of a new business and established growth strategy across key products prioritizing opportunities with sufficiently high ROI
Insurance
Unlocking Trapped Value for Multi-line Insurer
Developed an understanding of distribution economics at the agent level, highlighting large sources of “trapped value” and revealing tangible actions to improve profitability and growth
Insurance
Diversification Strategy for Niche Merchant Acquirer
Identified credible adjacencies including new white label proposition for niche merchant acquirer focused on providing digital payment solutions to the online entertainment industry
Payments
Business Unit Strategy
Strategic Resource Allocation for Regional Corporate Bank
Defined new strategic direction, including identification, prioritization and implementation of profitable organic and inorganic growth opportunities over short-term, medium-term and long-term horizons
Banking
Business Model Transformation for Commercial Bank
Developed 3-lens segmentation solution that combined research with economic, behavioral and transactional data to assess customer wealth potential, home needs, and banking behaviors; successfully built internal capabilities to operationalize new customer model
Banking
Customer-Centric Strategy for Regional Bank
Defined small business customer segments and developed tailored offers, pricing and services to improve acquisition, retention and overall customer mix for bank’s merchant services division
Banking
Strategic Resource Allocation for Global Retail and Commercial Bank
Developed strategy to shift business, product and customer mix to create the most value based on granular understanding of strategic position, economic profitability and growth potential
Banking
Pricing Strategy for Global Universal Bank
Developed comprehensive pricing strategy by customer segment for leading Credit Card business, addressing strategic and economic impacts of alternative models/approaches
Banking
New Product / Business Development for US Life & Annuity Company
Analyzed changes in external market and consumer preferences to frame development of new cross-product retirement income solution, resulting in a new business development initiative focused on a digital retirement offering
Insurance
Digital Strategy for Brokerage Firm
Provided external perspective on digital landscape and the emergence of robo-advisors as input into key strategic decisions on digital participation and pricing
Wealth
Defining Target Customer & Offer for Multi-national Life Insurer
Expanded retirement position of multi-national life insurer by identifying the highest-value segment across all market consumers and improving retention by addressing lifecycle needs of younger consumers
Insurance
Offer Alignment with Customer Needs for Life Insurer
Identified the greatest opportunities to better serve customer needs among an income-focused consumer segment and then assessed the relative benefit of a new “income optimized” retirement offer for customers and the provider
Insurance
Organizational Effectiveness
Strategic Resource Allocation for Regional Corporate Bank
Developed new compensation structure for retail sales force to better align goals, measures and rewards for individuals with ‘value to the customer’ and ‘value to the bank’
Banking
Business Performance Measurement for Global Universal Bank
Improved measurement of economic profitability across businesses, products and customers to support better decision-making and performance management, addressing the impact of regulatory changes on capital, funds transfer pricing, and liquidity contribution
Banking
Goals, Measures, and Rewards for Global Universal Bank
Aligned goals, measures and rewards with top quartile shareholder returns, and cascaded them by business and geography
Banking
Strategic Agenda Management for Tier 1 Bank
Built alignment among the leadership team for defining their “top ten” strategic priorities and who/how/when to address them; developed capabilities to refresh the agenda annually as part of strategy process
Banking
Value Advantage Education Program for Global Universal Bank
Developed a comprehensive simulation-based, competitive game education program on strategic management to drive advantaged value growth for top 2000 leaders/managers
Banking
Role of the Center for Regional Bank
Supported the rethinking of the role of the center to support greater decentralization and bottom-up initiatives to drive profitable growth
Banking
Sales Force Effectiveness for Regional Wealth and Asset Manager
Improved the participant experience, participants’ engagement with the company, and company’s sales reps’ effectiveness in order to grow the TEM business
Wealth