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Leading global bank seeking to grow the wealth business
A wealth player was underdoing a major global transformation programme to become a top 10 player.  With several parts of the organisation in motion, they needed senior subject matter experts that would be able to bring their experience to help execute the strategy at pace.

Din consultants undertook a number of roles:

Working with the management teams of two of the five business lines as well as the group marketing function, highlights of deliverables included:

  • As interim proposition head, developed business, segment and solution propositions - to transform the broking business to wealth direct.  Commenced business build planning
  • As interim marketing head to the UK private bank - transformed and delivered marketing plan to be aligned to the business strategy and objectives
  • Assessed and refocused the global marketing planning and implementation approach for the five business lines
  • Assessed and implemented consistent marketing processes for building one brand globally - defined operational fixes needed - developed processes for getting the best out of marketing partners
  • Shaped development of the b2b proposition and distribution plan for the private bank

Outcome

Implemented key strategic initiatives and business fixes at pace - helped to shape management team thinking further - left business in better shape fit for growth
  
 
Key focus:

 

  • Execute strategy at pace
  • Innovate for growth
  • Build propositions
  • Market and build brand
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