The Private Banking Business Reengineering service of THEMA Consulting enables to adapt the infrastructure to the strategies of the financial institution and focuses mainly on the development of marketing and the acquisition of new clients. Among other aspects, this service provides an effective model for business asset management where the end-client is positioned at the heart of the process.

The Private Banking Business Reengineering service considers the customised development of the following planed steps:

  • Confirmation of quantitative and qualitative strategic objectives
  • Analysis of the clientele, the adopted policies, the offered products and services and ascertain the management's profitability
  • Analysis of performance indicators and market benchmark of key indicators
  • Check-up of the infrastructure in terms of human resources, technology and operational and organisational processes
  • Synthesis and evaluation of information collected and brain storming with the management
  • Definition of short and mid-term measures and execution plan.

The development of such activities will enable the financial institution's general management to take concrete and targeted measures in order to improve the effectiveness, efficiency and the perceived value of the customer service.