Our consulting assignments for General Management of Financial Services
Client Value
Deepen customer knowledge and consolidate decision-making support systems for the sales teams of a retail bank
Distribution strategy
Help to define the target vision of the distribution strategy for a large European Insurance Company
Calculation of APR
Definition of the target method for calculating APR in the context of renegotiations of mortgage loans
Fintechs Solution
Conducting a study of investment opportunities in Fintechs in Eastern Europe for a European Development Bank
Other Ares & Co assignments
Strategy assignments for Financial Services
- Redefinition of the pricing strategy of the Retail segment
- Review of the market and the different fund distribution strategies in Europe
- Definition of the digital strategy in Eastern Europe
- Growth strategy in SME markets
- Analysis of the performance of the network and choice of site changes
- Definition of the strategy for entering the Private Banking market in London
- Strategic audit in France for a world leader in insurance brokerage
- Improvement of sales performance in the Large Professionals/Corporate market
- Review of an insurer’s strategy for entering a European market
- Strategic analysis of the issues surrounding Transaction Banking
- Identification of growth drivers for CIB NBI with institutional customers
Advanced Analytics assignments for Financial Services
- Prospective analysis of projected NBI and cost distortion
- Detailed modelling of ALM and operation of the current interest rates system
- Design of a simplified integrated management tool for P&L – Balance sheet – Scarce Resources
- Modelling the market and potential and designing the expansion strategy
- Evaluation of the SME market from different public databases
- Design of credit stress test models
- Review of RWA optimisation scenarios
- Modelling of scarce resource optimisation scenarios
- Calculation and management of the attrition rate and customer value
- Management of the profitability of the life cycle of products under Solvency II constraints
Our Advanced Analytics Expertise
Finance & Risks assignments for Financial Services
- Review of the provisioning policy (collective, individual and dynamic) and implementation of new measurement methods and models
- Assessment of the governance and quality of the aggregation and reporting processes within the scope of Basel II and assessment of the level of compliance with the BCBS 239 principles
- Design and implementation of performance management dashboards and processes for senior management of a large bank
- Re-allocation of capital within a regional branch of a mutual group
- Simulation and optimisation of net interest margin formation
- Overhaul of an ALM model
- Management of scarce resources and integration of P&L and Balance Sheet management
- Definition of medium-term strategic initiatives and associated budget forecasts
- Integration of the Risk Appetite system in Senior Management-level management tools
- Assessment of the correct historical application of the rate and exemptions from the rate policy and proposal of a performance recovery plan
- Costing of financial challenges and anticipation of the organisational impacts of IFRS 9 for a large banking group
- Management of the AQR of a major banking group on behalf of Senior Management
- Study and validation of the concentration of behavioural scores (Basel II)
- Design of credit stress test models
- Review and modelling of RWA optimisation scenarios
Digital Acceleration assignments for Financial Services
- Prospective impact study on implementation of the latest technology within the management team of an Insurance Company
- Global transformation plan for a Russian retail bank
Our Digital Acceleration expertise
Operational Excellence assignments for Financial Services
- Costing of sales efficiency issues and proposal of a performance improvement plan
- Restructuring of a group finance function
- Analysis of various marketing methods and distribution costs
- Transformation of the Risk function: redefinition of the target model and alignment of the organisation
- Review of the major Group, Finance and Risk strategic management processes
- Design of a global back office for a major CIB firm
- Scoping of the process transformation plan and review of the portfolio of initiatives based on Solvency II requirements
- Strengthening of the financial function of a development bank
- Operational risk mapping and assessment of the organisation in place
- Sales performance plan for a leading broker in France
- Definition of the Business Line – Risk target operating model for a major CIB firm
- Creation of a Group Information Systems Department
Our Operational Excellence expertise
Acquisitions & Disposals assignments for Financial Services
- Strategic due diligence for a US investment fund for the purchase of an affinity insurance broker and extended guarantee
- Strategic due diligence for the purchase by a financial holding company of the banking business of an African institution
- Strategic due diligence between an investment fund and an online insurance broker
- Fintech investment opportunities identified for a major development bank
Our expertise Acquisitions & Disposals
Go further with Ares & Co
Are you the Manager of a Financial Department and would like to be advised by an expert firm in General Management?
By collaborating with Ares & Co, you benefit from cutting-edge functional expertise in Strategy, Advanced Analytics, Finance & Risks, Digital Acceleration, Operational Experience, Acquisitions & Disposals. You work with a firm driven by Independence of spirit and the desire for Excellence.
