Affluent Banking Strategic Review

Benefit from the transfer of proven best practices, support in action planning and accelerate improvement.

Finalta's Strategic Review supplements its benchmarking of performance metrics with an in-depth assessment of strategic priorities and capabilities, providing clients with action-oriented recommendations to implement change.

Our extensive knowledge of retail banking best practice across Europe enables us to offer proven solutions tailored to your bank's improvement priorities, using anonymised case studies. Our Affluent Banking Strategic Review tackles questions such as:

• What new segmentation methods are banks adopting?

• What internet functionality are banks offering affluent customers?

• What models are banks using to serve customers in smaller branches?

• How effective is the new-to-bank acquisition process?

• Which products are banks focusing on to increase share of wallet?

• How widely used is advisor certification and what are the benefits?

After helping to identify required actions, Finalta facilitates a workshop with the key client decision makers, using case studies to help determine how the bank can address identified issues. Through the workshop, the bank determines which solution will best meet its needs. Based on this, an action plan is agreed, detailing key tasks, timescales and responsibilities.

To find out more about Finalta's Affluent Banking Strategic Review, click here to contact us directly.