Advisory

CUSTOMER EXCELLENCE

We can assist you in designing and implementing an A to Z customer excellence program that will secure increased results of satisfaction and loyalty amongst your client base. Customer excellence starts before and continues after a sale of a product or service is conducted. We will help you familiarize with processes and procedures, under a personalized tailor made solution for your organization. that will accommodate your clients throughout the relationship with your institution.

Product Design and Development

Whether in banking or insurance we will help you identify and understand the opportunities offered both by the market you operate and the clientele elements you serve. We will be assistive to you in presenting ideas of innovative products and services, derived from our international expertise and association with institutions in the financial services across the globe.

Operations and Project Management

Need to transform your organization into securing faster and more efficient results? We can provide consultation under the best practices on the day to day operations. We will generate control checklists and introduce methods that will secure maximum results at no delay and establish quality dimensions. Senior positioned experts will provide ad hoc guidance over the design, implementation, and support of the new procedures.

Risk Management

Monitor and focus your portfolios by establishing the proper risk controls over new products and services, current portfolio breakdowns and strategic development to new markets and regions. Benefit from our international capacity in dealing with those aspects by developing and establishing state of the art models and management controls.

IT, Systems and Transactions

The technological infrastructure should be always in line and support with the job activities. Identify the needs of your IT systems, in terms of usability and report generation, and prepare towards the execution of your tasks. At the same time, generate those controls on a centralized level that will guarantee better monitoring of the institution’s operation.

Security and Compliance

Our compliance experts will assist you in enhancing or event developing a new playbook under which your institution will comply to latest demands on the regulatory aspects of financial services operations both on the physical and the digital world. Better applications and processes will determine higher reputation results and performance indicators for your organization.

Fraud and Due Diligence

Fraud detection is becoming a growing necessity for finance related organizations. As fraud develops both on the public domain and the in-house level, our experts will help you utilize the latest identification methods and approaches towards current or future threats. We will design for you a practical handbook of what you should worry about, what you should to do once detected, and how to deal with future occurrence of fraud threats.

Investments and Capital Markets

Need professional insights to new markets and research on growing trends around the globe? Our professionals can provide strategic advisory for your projects and clients on latest developments and current threats, both on the mature (secure) and emerging (high yield) jurisdictions. Placements in fixed equity instruments or private investments can be altered and prioritize according to our spot on highlights of current markets situation.

Enquiries

One of our colleagues will contact you soon, informing you about the approach and course of action towards achieving your goals under the most efficient way applicable.

Advisory