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Banking
Private banks and savings players are undergoing a number of changes: between an increasingly restrictive and costly regulatory framework, profits under pressure in the face of low interest rates and a disrupted market with the arrival of new digital players.
In order to remain actors of their transformation, they can activate different levers such as customer knowledge, value proposition, pricing policy or a ‘phygital’ operational model.
Our references
Framing CRM and Compliance (KYC) issues for a major Private Bank in France
Context and need
As part of the operational transformation plan, our client wanted to frame the roadmap of the CRM and Compliance areas
Solution
A co-design with the business lines of a transformation trajectory and for each project, definition of the implementation plan by dividing up the needs via coherent half-yearly deliveries over 3 years
Result
An operational and structured CRM transformation in 4 projects, subdivided into 15 batches over 3 years, federated around a common governance and projects implemented in compliance with the costs and deadlines defined in the trajectory thanks to a collective dynamic of the different players
- The subject
- Context and need
- The onepoint solution
- The result is
Framing CRM and Compliance (KYC) issues for a major Private Bank in France
Context and need
As part of the operational transformation plan, our client wanted to frame the roadmap of the CRM and Compliance areas
Solution
A co-design with the business lines of a transformation trajectory and for each project, definition of the implementation plan by dividing up the needs via coherent half-yearly deliveries over 3 years
Result
An operational and structured CRM transformation in 4 projects, subdivided into 15 batches over 3 years, federated around a common governance and projects implemented in compliance with the costs and deadlines defined in the trajectory thanks to a collective dynamic of the different players
Design and marketing of a life insurance product for a French Banking Network
Context and need
In order to relaunch its commercial dynamics around savings, our client wanted to design an innovative life insurance offer
Solution
Multidisciplinary support - strategic marketing, operational marketing, organisation/distribution, IS - allowing you to adopt an aggressive time-to-market in order to benefit from a market opportunity
Résultat
Successful marketing of a pilot in 8 months, creating value for stakeholders (insurer, distributor, customers) and commercial success beyond expectations, with results demonstrating the total adequacy of the offer to the demand
- The subject
- Context and need
- The onepoint solution
- The result is
Design and marketing of a life insurance product for a French Banking Network
Context and need
In order to relaunch its commercial dynamics around savings, our client wanted to design an innovative life insurance offer
Solution
Multidisciplinary support - strategic marketing, operational marketing, organisation/distribution, IS - allowing you to adopt an aggressive time-to-market in order to benefit from a market opportunity
Résultat
Successful marketing of a pilot in 8 months, creating value for stakeholders (insurer, distributor, customers) and commercial success beyond expectations, with results demonstrating the total adequacy of the offer to the demand
Due diligence then integration (PMI) of a private bank into a major French group
Context and need
Within the framework of an external growth project, our client wanted to study the opportunity of an acquisition and secure its integration
Solution
Onepoint conducted a diagnostic that enabled us to assess the IT target (governance, coverage, outsourcing) and to define and then launch an operational integration trajectory
Result
A detailed diagnosis carried out in 2 months and a roadmap of the SME's work that validated the acquisition opportunity, followed by an operational and IS model defined in 10 weeks, enabling the rapid generation of revenue and cost synergies
- The subject
- Context and need
- The onepoint solution
- The result is
Due diligence then integration (PMI) of a private bank into a major French group
Context and need
Within the framework of an external growth project, our client wanted to study the opportunity of an acquisition and secure its integration
Solution
Onepoint conducted a diagnostic that enabled us to assess the IT target (governance, coverage, outsourcing) and to define and then launch an operational integration trajectory
Result
A detailed diagnosis carried out in 2 months and a roadmap of the SME's work that validated the acquisition opportunity, followed by an operational and IS model defined in 10 weeks, enabling the rapid generation of revenue and cost synergies
