Financial services

The financial market is crucial for global economic growth. Our management consultancy, with extensive engagements in the banking and insurance sectors, navigates regulatory complexities and optimizes financial operations for sustainable success.

Client cases

Hub & Spoke Branch Set up for a National Bank in Tanzania

Hub & Spoke Branch Set up for a National Bank in Tanzania
The client struggled with managing back-office operations across multiple regional branches. Primary...

Quality Assurance Conversion Closed Book Life Insurance Portfolio

Quality Assurance Conversion Closed Book Life Insurance Portfolio
The client faced significant challenges in outsourcing their Closed Book Life Assurance...

Strategic Transformation of European F&A Operations

Strategic Transformation of European F&A Operations
The current F&A, Risk, and Operations functions and processes are organized country-by-country...

Reference engagements

European Insurance Group

Sourcing Strategy and AIOPA Assessment to evaluate and optimize sourcing options. This included an IT TOM Readiness assessment to ensure alignment with organizational goals and readiness for transformation.

Analysis of operational performance, identifying inefficiencies and proposing a robust improvement program to enhance productivity and reduce costs.

Contract assessment for outsourcing the Life Closed Book Portfolio to a system integrator. Subsequently, provided program quality assurance, transition, and transformation support over the course of three years.

Design how to transition from a corporate organization to an MKB+ structure by designing a new organizational blueprint, defining roles and responsibilities, and optimizing team sizes.

Successfully optimized service delivery for F&A, Risk, and Operations across 15 European countries by developing a strategic sourcing plan, selecting and contracting suppliers, and transitioning all countries

Designed and developed a proof of concept for a Hub-and-Spoke branch setup for a National Microfinance Bank in Tanzania, working onsite (year) to enhance operational efficiency and expand reach.

IT sourcing program for outsourcing infrastructure & application services to a third-party provider, encompassing sourcing strategy, supplier selection, contracting, and implementation. Additionally, the engagement included application rationalization and IT governance design

Conducted strategy sessions to identify potential routes for divesting a loan portfolio, providing comprehensive analysis and actionable recommendations.