How we reviewed the client strategy of a big financial service player

We were asked to conduct an in-depth strategy review of their client interaction program.

Industry: Financial services

Company size: >3,500 employees

Project duration: <4 months

At the beginning, the impact of the overall strategy on the individual business units was reviewed. In addition, a structured analysis was conducted to determine the impact of key environmental factors and internal changes on the overall strategy. To clearly measure and structure the implementation efforts, a reporting system was created that went beyond the regular progress reporting. In addition, selected projects were examined in more detail.

The project delivered impacts across several areas:

1. Refined overall strategy document
2. Detailing of selected relevant topics
3. Increased buy-in for the existing strategy from employees through process improvement
4. Great collaboration between internal strategy and the TTE team