Our distinctive expertise

Strategy
Strategic planning - System of governance - Designing multi-channel distribution - Building new products - Complex pricing models – Evaluating systems of cross-selling - Segmentation and Service Model development.

Organization
Post-merger integration - Bank group restructuring - Reorganization of financial services - Process innovation - Operational efficiency.

Monitoring tools
Setting up key performance indicators - Developing models for handling the auto portfolio – Valuation of reserves/balance sheets.

Insurance sales force and Financial Adviser networks
Developing new organisational models – Setting up sales planning systems – Revising incentive systems – Identifying growth areas.

IT systems
e-banking - Developing agent portals - Developing customer portfolio management systems - Call Centres and Customer Care.

“The search for profitability is driving banks towards growth management policies that use sophisticated value-based management techniques, towards creating differentiated products and towards emphasizing customer satisfaction. Value Partners’ approach is based on two lines of attack: firstly, sharing the experience we have gained in other industries to tackle matters that affect the whole banking sector, such as portfolio strategy or IT strategy; secondly, we offer an innovative view of technical matters like revising the product range offered to SMEs, strategic pricing policy and bundling, or the construction of new models of customer care"
This pratice has some 20 professionals with special skills in banking and insurance. We carry out projects for national and international banks, the world’s biggest insurance groups in the reinsurance business, and other financial institutions.