Strategic Planning
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Retail and SME strategy
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Organizational structure
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Business ecosystem analysis
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Portfolio analysis, client segmentation
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Financial forecast
Alternative Solutions for Modern Banking
Today’s banking and financial institutions face pressure and at the same time, opportunities such as redefining operating models to achieve improved efficient use of resources, and the need to deliver strong financial performance. Our financial advisory model leverages the expertise of our banking consultants together with innovative methods and technology.
In partnership with StreetSmart Banking International, a consortium of 5 experienced international bankers and professional consultants, CBS has designed a very practical and pragmatic approach to banking consultancy, hence the street-smart reference. Our main objective is to generate an immediate positive impact for our clients while ensuring sustainability of the proposed solutions.
How we help
Business Modeling
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Distribution channel optimization
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Digital Banking capacity
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Client coverage model
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Client portfolio loading
Products & Services
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CVP framework & product programs
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Product development / management
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Pricing optimization
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Bancassurance solutions
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Non-Financial Services
Customer Management
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Customer relationship management
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Onboarding and cross/up-selling
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Customer experience
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Complaint management
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Reactivating clients
Sales Leadership & Capacity
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Coaching model / performance management
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Front line KPIs, dashboard reporting
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Sales productivity analysis
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Business development activities
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Training programs / Sales tools
Credit – Risk Management
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Credit process - turnaround time
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Credit policy paper – risk models
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Collection framework
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Risk Governance / Compliance tool
ASSET MANAGEMENT & ALTERNATIVE FINANCING
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Licensing applications to be submitted to Regulatory Authorities.
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Company infrastructure;
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Product design and structure;
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Software implementation;
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Operational procedures:
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Internal and with 3rd parties;
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Risk management policies and procedures;
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Distribution channels and sales model