Vertuo Conseil 2016 Bank - Finance - Insurance

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aconsultinggroup
www.vertuoconseil.com

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A
lmost 10 years! At the dawn of their
second decade of operation, Vertuo and
its consultants intend to capitalise on their
accomplishments and the 500+ success-
fully completed projects to extend their entre-
preneurial efforts in the field of consulting in
organisations and management in the banking,
finance and insurance sectors.
This entrepreneurial focus translates into mul-
tiple large-scale actions aiming to strengthen the
expertise applied to the transformation projects
of our clients, in accordance with our
historic, core values.
Humility, because it is always pos-
sible to learn more. By collaborating
on R&D with the Paris-Dauphine
University’s House of Finance, we
put expertise at the very centre of our
approach of the evolution of business
models in the finance sector, with our
client remaining the focus of our attention.
Pragmatism, because the simplest solutions are
always the best. With our organisation in expert
communities, we stimulate collective thin-
king in a place where everyone freely exchanges
thoughts and common expertise can be gathered,
thereby stimulating internal animation and dri-
ving the company’s expansion. This organisation
of men and knowledge within our four “business
communities” (risk, finance, transformation,
innovation) allows us to think collectively on
recommendations and to create projects of high
added value.
Motion, because it constantly challenges the sta-
tus quo and pushes us to dare stepping out-of-
the-box. With the audit led by the Great Places
to Work independent group, the Square Group
and Vertuo Conseil have entered the TOP5
of companies recognised for their good work
atmosphere. Motion, still, through skills deve-
lopment. With 2.5% of its turnover dedicated to
the training of its consultants, Square is stron-
gly committed to its collaborators’
development.
Integrity, by handing over recom-
mendations established inde-
pendently and objectively. The widely
acknowledged expertise of the Vertuo
consultants and managers regularly
feeds the main titles of the French
economic press with the publication
of expert opinions in La Tribune, Le Monde, Les
Echos, l’Agefi, Revue Banque… Our partnership
with Xerfi – the French leader of economic and
sectorial studies – also helps promote the know-
how of Vertuo in its fields of expertise.
These values, shared with our clients, are the
pillars of the trust relationship that defines our
assignments; they represent the cornerstone of a
sustainable growth that will enable Vertuo to be
recognised during its second decade of operation
as a key player in the consulting industry.
8YEARSAVERAGE EXPERIENCE
OF OUR CONSULTANTS
50,5%MEN
49,5%WOMEN
MILLIONS
2,5%TURNOVER DEDICATED
TO TRAINING
1%TURNOVER DEDICATED
TO R&D
EDITO
35ACTIVE CLIENTS
TURNOVER IN 201520 €

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- INSU
RANCE-
-BAN
KING -
-fina
nce -
- SOCIAL B
ENEFITS-
Wealth
management
Employee
savings
plan
Credit
& Financing
PRIVATE
PLACEMENT FIRMS
BROKERAGE
FIRM
CREDIT
INSTITUTION
INVESTMENT
BANKING
RETAIL
BANKING
MANAGEMENT
COMPANY
HEALTH INSURANCE
COMPANY
HEALTH
NETWORK
INSURANCE
COMPANY
BENEFIT
INSTITUTION
INSURANCE
BROKER
PENSION
FUND
(Cash) flow
and banking
services
Life
Insurance
Multi-risk
Insurance
Health
Book
keeping
Capital
market
Benefits
Wealth & Asset
management
Retirement/
Pension
OUR POSITIONING
JOB EXPERTISE/INDUSTRIES SERVICES
►► Steering of regulatory and prudential
changes
►► Organisation and implementation of risk
management processes
►► Support for projects of compliance
and review of internal control
►► Performance improvement of decision-
aiding tools
RISKS, REGULATORY & COMPLIANCE
►► Marketing
►► Digitisation & Management of user
experience
►► Commercial efficiency
►► Data intelligence & quantitative engineering
►► Payment method
MARKETING, DIGITAL AND INNOVATION
►► Organisational improvement and
operational efficiency
►► Project and program management
►► Information systems governance
►► Change management
►► PMO (Portfolio Management, Program
Management)
CHANGE AND STEERING
►► Analysis and optimisation of financial and
operational processes
►► Control of financial performance and
funding optimisation
►► Development and implementation of new
products
►► Transformation of accounting information
systems
►► Organisation of the finance function
FINANCE FUNCTION

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OUR ADDED VALUE/OUR ASSETS
Our identity, above all, is based on close collaborations that are at the core of our posi-
tioning and lay the foundation for a trusting relationship.
A PROGRAM OF COLLECTIVE
INTELLIGENCE ASSOCIATING CLIENTS,
RESEARCH LABS, AND CONSULTANTS.
The partnership established with the House
of Finance at Paris-Dauphine University aims
at reinforcing the communication about the
knowledge and anticipation of the risks that
result from the reconfiguration of the banking
sector that is under tremendous pressure due to
3 factors:
►► Regulatory (complete overhaul of the Basel
and accounting framework by 2020)
►► Competitive (massive entry of new players)
►► Technological (exploitation of digital
innovations to service user experience)
The widely acknowledged expertise of the
consultants and managers of VERTUO Conseil
regularly feeds the main titles of the French
economic press.
A partnership with Xerfi – the French leader
of economic and sectorial studies – also helps
promoting the competencies of VERTUO in its
favourite topics.
r&d PUBLICATIONS
PRESS REVIEW

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THE SQUARE GROUP
Since 2009, VERTUO Conseil is part of the SQUARE Group,
a consulting group specialising in strategy, organisational and
operations consulting that counts more than 500 employees
working in Paris, Brussels, Geneva and Luxembourg.
The SQUARE group has reached the 5th spot of the
French ranking of companies recognised for their work
atmosphere, a survey performed by the independent institute
Great Places to Work.
The SQUARE group was awarded the « Gold » certification
by the Ecovadis institute for its CSR (Corporate Social
Responsibility) policy.
EXPERT COMMUNITIES
COLLABORATION,INTEGRATION
ANDEXCHANGES
SKILLS
DEVELOPMENT
CAREER MANAGEMENT
►► VERTUO Conseil is
structured around “business
communities” made of
expert consultants.
►► Our consultants are trained in
these communities to develop
their competencies, innovate
and create value for our
clients.
►► Each consultant is supported
by a more experienced
coach who brings his
methodological and
functional guidance.
TRAINING PATH
TURNOVER DEDICATED TO TRAINING2,5%
METHODOLOGICAL EXPERTISE
►► Project methodology AMAO, PMO
►► Agile Product Owner Certification
►► Lean Six Sigma - Green Belt Certification
►► PMP – Project Management Professional
Certification
PERSONAL DEVELOPMENT
►► Communication skills
►► Foreign languages (private tutoring)
CONSULTING
►► Value creation
►► Management consulting
BANKING
CLUB INTRODUCTION TO
BANKING ACCOUNTING
JOB EXPERTISE
►► Intelligence : Banking Club, Seminars
►► Specialisation : Trade Finance Risk
Management, Banking Accounting
►► Expertise : Associate PRM and PRM
Certifications, webmining

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www.vertuoconseil.com
173 Avenue Achille Peretti - 92200 Neuilly-sur-Seine - T. 01 46 40 69 00
Artwork:www.theletter-o.com
OUR CLIENTS

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V E R T U O C O N S E I L M em b re d e S q u a re
www.vertuoconseil.com