Global Strategy > Case History > Business Development > Multinational insurance and financial group
Business Development

Multinational insurance and financial group

Business Area
Business Development
  • Italian Banking Institute belonging to a Group that is a global leader in offering insurance, products and services
  • Thanks to a widespread network of Financial Advisors, in Italy the Institute is among the leaders in terms of Assets Under Management, customers served, quality and professionalism
  • Consistently with customer requests and current market trends, the Bank has started a process of strengthening its positioning

Objectives

  • Start a collaboration aimed at expanding the offer and coverage of family businesses within the Corporate segment
  • Support to its Financial Advisor network in the implementation of the defined development process

Our Work

  • Segmentation of the Italian SMEs according to the defined parameters, the eco-fin performances, the needs and the commercial strategies of the Bank
  • Preliminary assessment of the effectiveness of the collaboration model, through in-depth analysis of a selection of test companies indicated by the sales network, and definition of a set of information and analytical insights to be provided to Bankers
  • Realization of focus groups among the resources involved during the tests and the most important representatives of Head Office, to discuss the results of the tests and refine the structure and the functioning of the collaboration model

Find out our services
and let's plan a meeting
Contact Us