Advisory Process

Project: Business model for the implementation of an integrated customer advisory service for a universal bank
Definition of approach and business architecture for the implementation of the strategic vision of an integrated customer advisory service. Our tasks included development and coordination of the initiative on the business side as well as the synchronization of  the IT projects.

• Development of the business model
• Functional expertise
• Project mangement

Contact person:
Michael Tscherter

Project: Process standardization in the field of investment advisory
Definition of a business model for a standardized advisory service in the area of non-mandate assets. Definition of the advisory process & implementation of an application supporting the client advisor.

• Definition of the business case
• Business project lead
• Functional specifications

Contact person:
Michael Tscherter