[kc_row use_container=”yes” force=”no” column_align=”middle” video_mute=”no” _id=”407885″][kc_column width=”12/12″ video_mute=”no” _id=”922266″][kc_column_text _id=”141104″] Today’s operating environment is tricky: How disruptive will future waves of …
Intelligent Glue: Intelligent Automation
Private Banking & Wealth Management | Operational Excellence
PBWM clients have been using multiple initiatives and strategies to improve operational excellence. The focus, on people, process, and automation to provide differentiation in a highly competitive growing market.
We assist our clients with:
- Cost base optimisation
- Technology solution selection
- Target operating model design
- Proposition development
To achieve operational excellence, we focus on 3 pillars:
- Excellence Principles – provide strategic guidance to the PDWM team to improve development and management from an operational perspective
- Key Stakeholders – Views must be considered to ensure a balance between diverging strategic and operational targets, as well as front and back-office functions.
- Building Blocks – cover all operational areas ensuring the framework comprehensiveness
Operational effectiveness affects all parts of the business and involves major and critical change. C-level and key stakeholder buy-in is key to program success.
Implementation Approach
With over 10 years’ experience working with some of the most notable and largest FS clients globally, we have defined a highly effective approach to working with our clients to help them achieve their operational excellence:
Strategic Review (Discovery) – define the client’s goals, assess the current setup, and process maps and align future operational roadmaps to support the overall vision.
Target Operating Design (TOM) – design and layout a detailed map of the clients current and future operations and identify key areas where change can be implemented to improve efficiencies and achieve the required targets.
Roadmap and Implementation – Assist the client to identify and define the key areas of the project, review operational change requirements, and define new capabilities and automations to achieve success.
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