• Services

Where we operate

Our main focus are the Financial Institutions.
We are specialized in consulting for Top management in the banking, insurance and asset management sectors.

  • Private e Retail Banking

  • Insurance

  • Asset Management

We take care of the Top Management consultancy; to mention our main areas of action, we focus on corporate strategy (products, markets, investments), organization management (division of tasks, centralization or decentralization, link between functions) and on procedures (planning, control, programming).

As for Middle Management, we act on all sectors: organization, training, processes and function optimization. We handle the totality of departments of a company: from finance to personnel, from administration to purchases, from design to production, from logistics to commercial development.

Services

  • Commercial development and Customer care

    In complex areas such as financial institutions, Excellence supports the customer effectively in all the phases of the life cycle of products and services placed on the market

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    Commercial development and Customer care

    In complex areas such as financial institutions, Excellence supports the customer effectively in all the phases of the life cycle of products and services placed on the market

    We help our customers to get the most competitive advantage in Customer Care and Customer Operations, by developing multi-channel platforms and optimising operational performance. We support the launch of new products and services, the development of prospect acquisition campaigns, defining customer loyalty initiatives.

    Why Excellence Consulting

    In collaboration with major players in Italian banking and insurance, we have developed high skill levels in the definition of multi-channel customer service operating platforms, characterised by a high level of service and a close interconnection with corporate functions that interact with the Customer Operation.

  • Marketing and products

    Excellence leads its customers to innovation and placement that is always one step ahead of its competitors

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    Marketing and products

    Excellence leads its customers to innovation and placement that is always one step ahead of its competitors

    We have developed outstanding ability in the design and implementation of processes and structured methods in the most critical areas of insurance and banking Marketing & Sales:

    • Client segmentation
    • Development and review of the product range
    • Redefinition of the pricing system
    • Revision of the multichannel distribution system
    • Realization of sales stimulation programmes

    Why Excellence Consulting

    For the main players of the banking and insurance sector, we have successfully developed projects to launch new products/services and technological innovation, as well as processes and tools supporting managerial decisions.

    In addition, we have supported our clients in implementing Executive Dashboards and integrated research departments dedicated to the assessment of elements that impact on the marketing and sales strategies: market benchmark, competitors, innovative products, distribution models and developments in legislation.

  • Organization and human resources

    In a changing environment, Excellence helps clients reduce difficulties related to change and redefine the organisational structures

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    Organization and human resources

    In a changing environment, Excellence helps clients reduce difficulties related to change and redefine the organisational structures

    With our expertise in the design of organisational solutions and management strategies for HR Management, we help our customers achieve efficient organisational structures, characterised by consistent sizing to core activities and the allocation of resources best suited to each role that is required.

    Why Excellence Consulting

    By working with the best players in the world of banking and insurance we have successfully implemented improvement initiatives for business organisations including skill assessment studies aimed at increasing the level of performance of resources through the mapping and the development of skills. We have also conducted complex analyses of sizing and defined strategies for HR Management.

  • Value creation

    Excellence assists its clients in the definition and implementation of processes and tools for corporate governance and decision support

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    Value creation

    Excellence assists its clients in the definition and implementation of processes and tools for corporate governance and decision support

    Predicting events and anticipating our competitors in the current market environment are challenges that require access to information to support strategic decisions (product and commercial strategies, investments, market and customer target selection, organisational restructuring) and operational decisions (review of incentive systems, identification of key performance indicators and implementation of new commercial control systems).

    Why Excellence Consulting

    We have extensive experience in the areas of Banking, Asset Management and Insurance in the definition and implementation of systems for management control, business intelligence models, management reporting and budgeting, analytical and industrial accounting, purchasing and cost management, strategic planning and evaluation of enterprise value.

  • Change management

    Excellence helps customers to drive innovation processes and develop professional skills, to enhance the ability to excel in the markets

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    Change management

    Excellence helps customers to drive innovation processes and develop professional skills, to enhance the ability to excel in the markets

    In a market environment increasingly characterised by rapid innovation, the ability of companies to enrich professionalism within their organisation and to attract young talent becomes a strategic variable in which to invest significantly with high level training courses. Similarly, an understanding of the most effective ways to introduce and manage internal change is vital to be able to take advantage of the opportunities for innovation.

    Why Excellence Consulting

    Thanks to the experience and expertise gained, we have worked on numerous projects of educational strategies, initiatives and action plans for the development and updating of technical and relational skills, achieving excellent results in terms of human capital and performance improvement, as well as image in terms of the stakeholders of the customers.

  • IT strategy and administration

    Excellence supports its customers in the achievement of an effective IT Strategy and Governance policy, which enables it to monitor and seize the opportunities arising from technological leverage for the benefit of the business

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    IT strategy and administration

    Excellence supports its customers in the achievement of an effective IT Strategy and Governance policy, which enables it to monitor and seize the opportunities arising from technological leverage for the benefit of the business

    An effective company IT Governance must focus on value creation, risk management and balancing of resources, aligning planning, execution and monitoring of IT operations according to the needs of business, process and customer service.

    Why Excellence Consulting

    Through analysis of the peculiarities of management in IT, along with the term “taylor made” of the major international representatives of best practice, we have contributed to the definition of technological architectures and IT management strategies in synergy with the business, focusing on optimising the operating performance and service level, ensuring an effective change management.

  • Project management

    Excellence coordinates highly complex IT projects and organisational change, in order to ensure their implementation in respect of costs and execution time

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    Project management

    Excellence coordinates highly complex IT projects and organisational change, in order to ensure their implementation in respect of costs and execution time

    Optimum control in terms of effectiveness and efficiency of the relevant projects is crucial for companies that want to keep up with market expectations and with the economic conditions created by the current global competitive environment.

    Why Excellence Consulting

    We have developed a wealth of experience in the Project Management of large, complex projects in the banking and insurance sector, overseeing all aspects critical to the success of the project:

    • Project planning and capacity planning
    • Monitoring the state of progress of activities
    • Management and resolution of the issues and activation of the escalation process
    • Coordination of communication between different project structures
    • Management of interdependence/intersections with related projects