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Visualizing Business Models and Value Propositions In Private Banking And Wealth Management
 

Visualizing Business Models and Value Propositions In Private Banking And Wealth Management

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Recently Arvetica facilitated a training workshop for a client on the topic of "Visualizing Business Models and Value Propositions in Wealth Management". The aim of the event was to train participants ...

Recently Arvetica facilitated a training workshop for a client on the topic of "Visualizing Business Models and Value Propositions in Wealth Management". The aim of the event was to train participants in applying innovative and visual methods to analyze and compare business models and offers in in wealth management.

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  • = ENTREPRENEURS WANTED =

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  • Impressive presentation of 'Visualizing Business Models and Value Propositions In Private Banking And Wealth Management'. You've shown your credibility on presentation with this slideshow. This one deserves thumbs up. I'm John, owner of www.freeringtones.ws/ . Hope to see more quality slides from you.

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  • Exceptional demonstration. Really clear and useful
    Anisa
    http://financejedi.com http://healthjedi.com
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  • Its very nice and nice sharing. I had visited your slide its very informative.
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    Visualizing Business Models and Value Propositions In Private Banking And Wealth Management Visualizing Business Models and Value Propositions In Private Banking And Wealth Management Presentation Transcript

    • Visualizing Business Models and Value Propositions in Wealth Management Dr. Alexander Osterwalder - alex@arvetica.com April 2007
    • Objectives of this Workshop
      • Learn about 2 simple tools to model, visualize and understand wealth managers (beyond traditional analysis)
        • value proposition visualization and comparison
        • business model visualization
      • Learn by applying the tools to different wealth managers
      LEARN APPLY
    • Agenda 11:00 INTRO BREAK OUT SESSION I Examples “ COURSE” group work value proposition draw the value proposition of a bank plenary visual examples group presentation & visual comparison presentation objectives & agenda presentation business model going beyond the value propositions group work client acquisition channels draw a bank’s client acquisition strategy plenary visual examples group presentation & discussion 11:10 12:30 12:45 BREAK OUT SESSION II WRAP-UP 13:45 plenary take- away group discussion warm-up
    • crafting value propositions
    • Working Definition Value Proposition
      • a customer value proposition gives an overall view of a company's bundle of products, services and client advice.
      • it is the sum of the total benefits a customer is promised to receive in return for a payment (or other value transfer)
    • Group Warm-up what are the 8 most important competitive attributes that characterize a bank’s wealth management value proposition? (e.g. price, investment performance, private equity access, …) attribute 2 e.g. price attribute 1 e.g. performance
    • 8 Attributes to Describe a Bank’s WM Offer 1 2 3 4 - -
      • most important attribute
      • second most important
    • Break-out 1: Draw a Value Proposition (i) each group describes the value proposition of “their” bank by rating the 8 attributes we selected together attribute 1 attribute 2 attribute 3 … attribute 8 1 - low 5 - high 3 - medium bank’s performance 30 min. [Kim & Mauborgne (2002) Charting Your Company's Future]
    • Break-out 1: Draw a Value Proposition (ii) describe the value proposition of each group’s bank by using the identified 8 attributes let’s go
    • Comparing Offers Visually [Kim & Mauborgne (2002) Charting Your Company's Future]
    • business models
      • Development plan
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      Strategy Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Cras in tortor. Sed posuere erat. Maecenas pulvinar nulla eu magna. Vivamus semper, risus ut egestas pulvinar, lectus ante feugiat quam, sit amet congue odio lacus ac ipsum. Aliquam suscipit, est ut volutpat vulputate, nulla felis pulvinar libero, non ornare libero ipsum tristique tortor. Fusce sed lorem vitae justo feugiat malesuada. Donec aliquet. Vivamus semper eros nec diam. Vivamus sem arcu, imperdiet nec, congue ac, scelerisque vel, nulla. Donec et mauris. Integer a nulla vulputate pede consequat euismod. Praesent molestie urna nec leo. Proin eros. Maecenas ac sem nec dui sodales tempus. Maecenas suscipit egestas velit. Suspendisse vel tortor. Proin imperdiet, sem nec aliquet ultrices, nunc est egestas eros, non hendrerit magna eros eget augue. Maecenas sed leo vitae leo faucibus vulputate. Proin dignissim eros at augue. Nam luctus nulla non nibh. Nam at lorem ac mauris laoreet viverra. In placerat consequat nunc. Donec rhoncus nunc ac urna. Integer vestibulum condimentum orci. Fusce velit turpis, malesuada quis, scelerisque ut, eleifend vitae, ipsum. Vestibulum eu erat. Vestibulum justo nisl, tincidunt et, semper vel, tristique quis, eros. Vestibulum tempus, massa vel consectetuer congue, erat magna consequat purus, a facilisis orci nibh vitae purus. Nam tincidunt venenatis ligula. Nunc orci nulla, ornare quis, lobortis viverra, dapibus at, turpis. Suspendisse sit amet nisl at enim tincidunt blandit. Curabitur augue est, suscipit sed, egestas sit amet, vehicula vitae, tellus. Maecenas nec metus vel nisi interdum pellentesque. Words Text Text Text 18% 300% 12% 1%
    • Beyond the Value Proposition: Business Models VALUE PROPOSITION COST STRUCTURE CUSTOMER RELATIONSHIPS CUSTOMER SEGMENTS ACTIVITY CONFIGURATION CORE CAPABILITIES PARTNER NETWORK REVENUE STREAMS INFRASTRUCTURE CUSTOMER OFFER FINANCE a business model describes the value an organization offers to various customers and portrays the capabilities and partners required for creating, marketing, and delivering this value and relationship capital with the goal of generating profitable and sustainable revenue streams CLIENT ACQUISITION CHANNELS [Osterwalder (2004) The Business Model Ontology]
    • crafting client acquisition channels
    • Client Acquisition Channels VALUE PROPOSITION CUSTOMER SEGMENTS CLIENT ACQUISITION CHANNELS value proposition 1 value proposition 2 … channel 1 channel 2 … target customer 1 target customer 2 … CUSTOMER OFFER describing how a wealth management bank acquires its clients
    • Break-out 2: A Bank’s Acquisition Channels VALUE PROPOSITION HNWI Targeted Advertising CUSTOMER OFFER Referrals Retail Banking Partner Referrals by own Investment Bank UHNWI “ Platinum Club” Referrals by Existing Clients let’s go: 30 min. each group draws the client acquisition channel strategy of a specific bank for each customer segment Example
    • Wrap-Up
      • questions
      • take-away
      • thoughts
      • inputs
      • follow-ups
      • [email_address]
      • www.arvetica.com
      ?