Types of Projets

Commercial Productivity improvements

	Reengineering the products/services on offer by segment (retail, customer advisory services, personal banking, corporate banking)
	Design and implementation of CRM systems
	Change management, HR training

Loans, Credits and Guarantees/Collaterals Management

Design and implementation of Core banking structural systems

	Holistic vision of Client/Corporation/Account; Cash flows and balances
	Customer Accounts
	Customer Database
	Rates Fees Database
	Commercial Product Database
	Corporate information Database

Process redesign, Efficiency and Mechanisation

	Technological strategy for improving processes
	Redesign of processes and procedures adapted to new systems requirements
	Implementation of Business Process Management (BPM) solutions
	Implementation of Enterprise Content Management systems

Branch network Optimisation

	Development of the commercial model with the client; personal advisory systems
	Optimisation of the banking branch model: sales and support, improvement of the administration process

Client Management and Segmentation

	Reingeniería de la oferta de productos/servicios por segmento (minorista, minorista con asesoramiento, banca personal, empresas, autónomos, .)
	Diseño e implantación de sistemas comerciales de venta - CRM
	Gestión del cambio, formación de recursos humanos

Gestión de préstamos, créditos y avales

Diseño e implantación de sistemas estructurales de Core Banking

	Posición integrada de cliente/grupo/cuenta; movimientos y saldos
	Cuentas personales
	Personas
	Tarifas
	Catálogo de productos
	Tablas generales

Rediseño, eficiencia y automatización de procesos

	Estrategia tecnológica para la mejora de procesos
	Rediseño de los procesos y procedimientos adaptados a los requerimientos de los nuevos sistemas.
	Implantación de herramientas Workflow
	Implantación de sistemas de Digitalización

Optimización de la red de oficinas

	Desarrollo modelo comercial con el cliente; sistemas de asesoramiento personal
	Optimización del modelo de oficina bancaria: personal comercial y de soporte, intervención, mejora de procesos administrativos, .
	Implantación de herramientas Workflow
	Implantación de sistemas de Digitalización

Optimización de la red de oficinas

Gestión y segmentación de clientes

Strategic analysis in the launch of new advisory services (analysis and client segmentation, offices, workflows)

Integration and development of advisory solutions

Implementation of Front/Middle/Back Office market tools

	Financial Advisory workstations
	Cashflow Balance
	Financial planning
	Quantitative analysis
	Asset Management
	Order Management
	Tax Simulator
	Reports Generator

Market Research (Organisational and System Benchmarking)

Redesign> of operational processes

Compliance with Investment regulations and standards

	Strategic analysis on the deployment of new financial market services.
	Design and implementation of securities contracting services.
	Adjustment to TARGET 2
	Real Time Integration (STP - Straight Through Process)
	Efficiency and process automation in the Front/Middle/Back-Offices (purchasing, settlement, and custody of securities).
	Integration and development of customised solutions for Asset Management Companies.
	Market studies (benchmarking of companies and systems).
	Redesign of operational processes.
	Improvements in the purchase and use of financial data sources (market data in real time).
	Reporting solutions.
	Adjust and adapt to rules and investment standards.
	Design solutions for the further development of services (cash pooling, cash management, on line billing, etc).
	Implementation of treasury systems, and asset management.