Consumers’ rising expectations, disruptive new entrants and new possibilities with consumer data are only some of the trends currently transforming the financial services industry.
To successfully react to windows of opportunity, regardless of the focus — innovation, growth, culture, cost structure, technology — a new methodology of change leadership is required.
7 Step Guidance toward a successful Digital Transformation
( Step1) Create a sense of urgency
-- Help others feel a gut-level determination to move and win, now
( Step 2) Create a guiding coalition
-- Putting together a group with enough power to lead the change
( Step 3) Developing a change digital vision
-- Clarify how the future will be different from the past
( Step 4) Communicating the digital vision for buy-in
-- Ensuring that as many people as possible understand and accept the vision
( Step 5) Empowering-Broad Based Actions
-- Removing as many barriers as possible and unleashing people to do their best work
( Step 6) Generating short term wins
-- Creating visible, unambiguous success as soon as possible
( Step 7) Don't let up
-- In a successful major change initiative, by step 7 you will begin to see:
( Step 8) Make it stick
-- Anchoring new approaches in the culture for sustained change
In an increasingly competitive market, we believe that businesses will no longer be able to rely on external partners alone to drive innovation. By bringing design capabilities in-house, brands will have the ability to respond rapidly to a world changing around them, adapting constantly to remain fresh and bring relevant innovation to market – becoming what we call a ‘Living Business’.
Our ‘Design from Within’ report describes three distinct approaches businesses can take in order to design and innovate internally. Each approach shares common goals - such as creating a culture which inspires creativity, and enabling the business to scale ideas from the drawing board to the marketplace –but the models differ according to the extent of a company’s involvement in them.
Insights Success has “The 10 Most Trusted Consultant Companies 2018”, we’ve portrayed those global organizations which are rejuvenating and illuminating the walkways of the consultant industry.
In this issue of our magazine, “The 20 Most Innovative Companies to Watch”, we’ve presented those global organizations which are enriching their glory by creating newer horizons in their respective fields.
How to deconstruct your agency's business model to better understand the value you deliver to clients and better position for firm to work for the types of clients you really want.
17 B2B Women Marketers: One Question, Many ChallengesSiegel+Gale
In the spirit of International Women’s Day, as Global CMO of Siegel+Gale, I thought it would be intriguing to ask a sample of top female B2B marketers one question:
“What’s the #1 brand challenge facing B2B companies today?”
This question elicited thought-provoking responses. It is fascinating to hear from these 17 women, who come from a variety of industries including technology, healthcare and financial services.
To successfully react to windows of opportunity, regardless of the focus — innovation, growth, culture, cost structure, technology — a new methodology of change leadership is required.
7 Step Guidance toward a successful Digital Transformation
( Step1) Create a sense of urgency
-- Help others feel a gut-level determination to move and win, now
( Step 2) Create a guiding coalition
-- Putting together a group with enough power to lead the change
( Step 3) Developing a change digital vision
-- Clarify how the future will be different from the past
( Step 4) Communicating the digital vision for buy-in
-- Ensuring that as many people as possible understand and accept the vision
( Step 5) Empowering-Broad Based Actions
-- Removing as many barriers as possible and unleashing people to do their best work
( Step 6) Generating short term wins
-- Creating visible, unambiguous success as soon as possible
( Step 7) Don't let up
-- In a successful major change initiative, by step 7 you will begin to see:
( Step 8) Make it stick
-- Anchoring new approaches in the culture for sustained change
In an increasingly competitive market, we believe that businesses will no longer be able to rely on external partners alone to drive innovation. By bringing design capabilities in-house, brands will have the ability to respond rapidly to a world changing around them, adapting constantly to remain fresh and bring relevant innovation to market – becoming what we call a ‘Living Business’.
Our ‘Design from Within’ report describes three distinct approaches businesses can take in order to design and innovate internally. Each approach shares common goals - such as creating a culture which inspires creativity, and enabling the business to scale ideas from the drawing board to the marketplace –but the models differ according to the extent of a company’s involvement in them.
Insights Success has “The 10 Most Trusted Consultant Companies 2018”, we’ve portrayed those global organizations which are rejuvenating and illuminating the walkways of the consultant industry.
In this issue of our magazine, “The 20 Most Innovative Companies to Watch”, we’ve presented those global organizations which are enriching their glory by creating newer horizons in their respective fields.
How to deconstruct your agency's business model to better understand the value you deliver to clients and better position for firm to work for the types of clients you really want.
17 B2B Women Marketers: One Question, Many ChallengesSiegel+Gale
In the spirit of International Women’s Day, as Global CMO of Siegel+Gale, I thought it would be intriguing to ask a sample of top female B2B marketers one question:
“What’s the #1 brand challenge facing B2B companies today?”
This question elicited thought-provoking responses. It is fascinating to hear from these 17 women, who come from a variety of industries including technology, healthcare and financial services.
Pioneering companies in mature economies are learning from emerging market companies a new way to expand their businesses. For more insights from s+b, visit strategy-business.com.
The Digital Customer Experience: Why the Future of the Communications Industr...Brian Solis
Brian Solis and amdocs explore the impact of connected customers on the traditional funnel and the need for designing digital customer experiences (DCX). Today’s customers don’t think in terms of channels nor do they see departments. Digital customers simply want to interact with service providers in a consistent manner — wherever, whenever, and via whatever device they’re using. Even though the customer is changing, business models and approaches aren’t keeping up. Operators are not fully equipped technologically or philosophically to personalize customer touchpoints based on behaviors.
The corporate venture dilemma: business unit vs spin-off.Bundl
DOWNLOAD DECK —> https://bundl.buzz/bu-spinoff
What’s the ideal entity set-up for a corporate venture: business unit or spin-off? We've examined the benefits of each to help your choice, in our latest report.
Together with Yannick Verryke and Timmy Baert, we defined and compared each entity format to provide you deeper insight and help you make the right decision for your corporate venture.
Download your copy using the following link: https://bundl.buzz/bu-spinoff
DOWNLOAD DECK —> https://bundl.buzz/25corpincubators
Corporations are increasingly leaning into incubators to drive innovation and find growth in new markets.
In our latest downloadable deck, we’ve examined 25 leading Corporate Incubators to give you an insightful view of how this innovation strategy is being used successfully around the world.
Dive right in and learn from the corporations taking control of their future.
Download your copy using the following link: https://bundl.buzz/25corpincubators
At first glance, Asia-Pacific retailers appear to be in good shape. Business is booming and waves of Asian millennials are entering the workforce, consuming at a rate previously unseen among older, more conservative- minded shoppers.
But take a closer look, and there is cause for concern. Profits are plummeting!
11 Digital Trends Shaping CX and Marketing in 2020 - Live from CESBrian Solis
No predictions here...just 11 important trends that are shaping CX and marketing landscape in 2020 and beyond. Leading digital analyst, author and keynote speaker Brian Solis breaks down these trends to help brand executives, consultants and marketers think differently (and holistically) about operational and strategic investments in CX and marketing.
Brian admits that there are certainly more than 11 trends to follow, but in the context of this conversation, he focused on the convergence of AI, customer empathy, digital distractions and intentions, and the technology that connects the dots to native, end-to-end experiences.
Hire Brian as a speaker: briansolis.com/speaking
Work with Brian: briansolis.com/partner
About Brian: briansolis.com
Digital Darwinism: An Interview with Brian Solis, Global Innovation Evangelis...Brian Solis
Under pressure to act fast during the pandemic, businesses sped up their digital transformation plans, compressing their timetables from years into months. Now they face the next phase of evolution, what digital prophet Brian Solis calls the “novel economy”. For businesses to adapt and thrive, says Solis, they must take a more profound and humanistic approach to transformation.
Audio Interview: https://www.customerfirstthinking.ca/digital-darwinism-an-interview-with-brian-solis-global-innovation-evangelist-salesforce/
Seven Ways Traditional Companies Can Succeed with Disruptive InnovationCognizant
Established companies often struggle to develop and launch break-out ideas. Here are the essential capabilities for participating in the next billion-dollar growth market, including the potential of establishing a separate innovation track.
How To Transform Digital Customer Experiences For The Connected CustomerBrian Solis
The gap between the traditional customer and digital customer is only widening. The technology required to deliver an effortless omnichannel customer experience (CX) is very different than the setup required for traditional customer engagement. How you invest in digital transformation and CX can be the difference between a compelling competitive advantage and market irrelevance. Leading digital analyst, author and keynote speaker Brian Solis partnered with Genesys to develop a guide to help businesses identify critical gaps and close the loop in digital transformation. The ebook covers...
Top challenges facing digital transformation
Digital Customer Experience Transformation Checklist
Digital CX strategies industry leaders are adopting to deliver delightful and intuitive CX
The gap in skills needed to compete in an increasingly digital world is a major issue for most organisations. Recognising this gap is one thing, doing something about it is a much bigger challenge.
This White Paper contains a structured approach
that has been learned across different businesses
over 17 years.
Dealgate company presentation 2014.08 publicBeatDolder
DEALGATE is the global deal matching platform. We provide a closed and secure environment where our members exchange divestment and acquisition profiles, as well as enterprise financing.
Our members can post their opportunities anonymously, allowing for absolute discretion. Other DEALGATE members might have access to potential targets or buyers beyond your research or network. This dramatically increases your chances of finding the perfect match.
The Future of Business, Organization and HRMSeta Wicaksana
In an ever-evolving global landscape, the realm of business development is undergoing a profound transformation.
The convergence of technological advancements, shifting consumer preferences, and dynamic market conditions has created a paradigm shift that promises to reshape the way businesses approach growth and expansion.
The future of business development is not only about adapting to change but also about harnessing emerging trends and innovations to thrive in an increasingly competitive environment.
To better organize a business in the future, leaders should embrace nine imperatives that collectively explain “who we are” as an organization, “how we operate,” and “how we grow.”
Pioneering companies in mature economies are learning from emerging market companies a new way to expand their businesses. For more insights from s+b, visit strategy-business.com.
The Digital Customer Experience: Why the Future of the Communications Industr...Brian Solis
Brian Solis and amdocs explore the impact of connected customers on the traditional funnel and the need for designing digital customer experiences (DCX). Today’s customers don’t think in terms of channels nor do they see departments. Digital customers simply want to interact with service providers in a consistent manner — wherever, whenever, and via whatever device they’re using. Even though the customer is changing, business models and approaches aren’t keeping up. Operators are not fully equipped technologically or philosophically to personalize customer touchpoints based on behaviors.
The corporate venture dilemma: business unit vs spin-off.Bundl
DOWNLOAD DECK —> https://bundl.buzz/bu-spinoff
What’s the ideal entity set-up for a corporate venture: business unit or spin-off? We've examined the benefits of each to help your choice, in our latest report.
Together with Yannick Verryke and Timmy Baert, we defined and compared each entity format to provide you deeper insight and help you make the right decision for your corporate venture.
Download your copy using the following link: https://bundl.buzz/bu-spinoff
DOWNLOAD DECK —> https://bundl.buzz/25corpincubators
Corporations are increasingly leaning into incubators to drive innovation and find growth in new markets.
In our latest downloadable deck, we’ve examined 25 leading Corporate Incubators to give you an insightful view of how this innovation strategy is being used successfully around the world.
Dive right in and learn from the corporations taking control of their future.
Download your copy using the following link: https://bundl.buzz/25corpincubators
At first glance, Asia-Pacific retailers appear to be in good shape. Business is booming and waves of Asian millennials are entering the workforce, consuming at a rate previously unseen among older, more conservative- minded shoppers.
But take a closer look, and there is cause for concern. Profits are plummeting!
11 Digital Trends Shaping CX and Marketing in 2020 - Live from CESBrian Solis
No predictions here...just 11 important trends that are shaping CX and marketing landscape in 2020 and beyond. Leading digital analyst, author and keynote speaker Brian Solis breaks down these trends to help brand executives, consultants and marketers think differently (and holistically) about operational and strategic investments in CX and marketing.
Brian admits that there are certainly more than 11 trends to follow, but in the context of this conversation, he focused on the convergence of AI, customer empathy, digital distractions and intentions, and the technology that connects the dots to native, end-to-end experiences.
Hire Brian as a speaker: briansolis.com/speaking
Work with Brian: briansolis.com/partner
About Brian: briansolis.com
Digital Darwinism: An Interview with Brian Solis, Global Innovation Evangelis...Brian Solis
Under pressure to act fast during the pandemic, businesses sped up their digital transformation plans, compressing their timetables from years into months. Now they face the next phase of evolution, what digital prophet Brian Solis calls the “novel economy”. For businesses to adapt and thrive, says Solis, they must take a more profound and humanistic approach to transformation.
Audio Interview: https://www.customerfirstthinking.ca/digital-darwinism-an-interview-with-brian-solis-global-innovation-evangelist-salesforce/
Seven Ways Traditional Companies Can Succeed with Disruptive InnovationCognizant
Established companies often struggle to develop and launch break-out ideas. Here are the essential capabilities for participating in the next billion-dollar growth market, including the potential of establishing a separate innovation track.
How To Transform Digital Customer Experiences For The Connected CustomerBrian Solis
The gap between the traditional customer and digital customer is only widening. The technology required to deliver an effortless omnichannel customer experience (CX) is very different than the setup required for traditional customer engagement. How you invest in digital transformation and CX can be the difference between a compelling competitive advantage and market irrelevance. Leading digital analyst, author and keynote speaker Brian Solis partnered with Genesys to develop a guide to help businesses identify critical gaps and close the loop in digital transformation. The ebook covers...
Top challenges facing digital transformation
Digital Customer Experience Transformation Checklist
Digital CX strategies industry leaders are adopting to deliver delightful and intuitive CX
The gap in skills needed to compete in an increasingly digital world is a major issue for most organisations. Recognising this gap is one thing, doing something about it is a much bigger challenge.
This White Paper contains a structured approach
that has been learned across different businesses
over 17 years.
Dealgate company presentation 2014.08 publicBeatDolder
DEALGATE is the global deal matching platform. We provide a closed and secure environment where our members exchange divestment and acquisition profiles, as well as enterprise financing.
Our members can post their opportunities anonymously, allowing for absolute discretion. Other DEALGATE members might have access to potential targets or buyers beyond your research or network. This dramatically increases your chances of finding the perfect match.
The Future of Business, Organization and HRMSeta Wicaksana
In an ever-evolving global landscape, the realm of business development is undergoing a profound transformation.
The convergence of technological advancements, shifting consumer preferences, and dynamic market conditions has created a paradigm shift that promises to reshape the way businesses approach growth and expansion.
The future of business development is not only about adapting to change but also about harnessing emerging trends and innovations to thrive in an increasingly competitive environment.
To better organize a business in the future, leaders should embrace nine imperatives that collectively explain “who we are” as an organization, “how we operate,” and “how we grow.”
Numa era de mudanças organizacionais e perturbações globais sem precedentes, o relatório Global Marketing Trends 2022 apresenta as principais tendências de marketing, fruto dos desafios de negócio que enfrentamos
In boardrooms around the world, senior executives are discussing a common dilemma: how to create transformative experiences and business models that improve their customers’ lives, drive growth, and boost profitability and efficiency. Now is the time for leaders to reflect and consider the fundamentals of value creation in the business – to go beyond the immediate, incremental change.
In this 200-page book, we explore how CEOs, boards and executives should compete in the digital age with a combination of experience, management consulting and technology expertise.
Editor: Hilding Anderson
For organisations that need to keep up with the velocity of change in their markets, customers and technology, Digital Agility is an end-to-end concept to market approach that enables you to deliver innovation faster and with less risk.
Unlike traditional product development and delivery models, Digital Agility is a lean, insight driven technique that helps you become more nimble, innovative, and responsive.
2013 03-05 competitive advantage of digital transformationMartin Hack
Digital maturity matters
It matters in every industry
And the approaches that digitally mature companies use can be adopted by any company that has the leadership drive to do so
The future is arriving quickly. Take action now to create your own digital advantage
Businesses need a new framework to strategically assess how to best grow their business in the new economy. A “roadmap” enables everyone to clearly understand what decisions need to be made, who needs to make them and when.
Steven geffen digital marketing strategy quirk textbook 5Steven Geffen
Steven Geffen: The essential Guide to Marketing in a Digital world. We look at the questions to ask when compiling a digital marketing strategy, and a digital marketing strategy in action
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Leveraging Big Data, disruptive technologies (such as Blockchain) and new business models to digitally transform financial services companies. Presented by Alpesh Doshi at the Big Data Innovation Summit in San Francisco 2016.
Joining Publicis Sapient means while joining a single, global team that is dedicated to making an impact in the world, together.
Hear from members of our global executive leadership team about why they chose a career at Publicis Sapient and what keeps them here.
Consider a career at Publicis Sapient and start your journey to NEXT.
Slides from a recent speech in front of 1500 people on:
- Why business model innovation is important
- What a business model is
- How to design and implement innovative business models using a design thinking approach.
Many cases illustrate how to do it in practice.
The Innovation Game: Why & How Businesses are Investing in Innovation Centers Capgemini
With tech startups rapidly eating into traditional sectors, large organizations face an increased pressure to innovate. The challenge is that traditional innovation approaches are broken. A recent study revealed that only 5% of R&D staff feel highly motivated to innovate. In certain sectors, more than 85% of new products fail and an overwhelming 90% of companies consider they are too slow in launching new products and services.
The weaknesses of traditional innovation approaches have led some organizations to explore different avenues and seek new inspiration. These organizations have launched innovation centers in major technology hubs with the explicit mandate to accelerate digital innovations. These innovation centers, comprising teams of people and often physical sites, are established in a global tech hub. The goal is to leverage the ecosystem of startups, venture capitalists, accelerators, vendors, and academic institutions that these hubs provide.
We interviewed leaders of innovation centers and conducted an extensive research study of the 200 largest companies in the world to identify best practices and critical success factors.
Global technology hubs are the preferred destinations for setting up innovation centers. 60% of companies that have set up these centers have a presence in the Silicon Valley but many more hubs are emerging – the top 10 cities in our analysis represent only 33% of total innovation centers. The US had the largest share with 31% of total innovation centers closely followed by Europe at 30% & Asia at 22%. Penetration varies significantly between sectors; manufacturing is a clear leader at 58%, but despite facing increasing pressures from digital disruptions, Financial Services lags at only 28%.
Innovation centers offer a range of benefits. They:
• Accelerate the speed of innovation
• Provide a fresh source of ideas
• Enhance risk-taking ability
• Attract talent
• Drive employee engagement
• Build a culture of innovation.
It is extremely challenging to make a success of innovation centers. The long list of critical success factors is a testimony to the size of the challenge. These factors range from clarity on the role of the innovation center to governance for innovation implementation. For example, innovation centers should not peer so far out into the future that it becomes disconnected from current realities. But, it should not confine itself too closely to the parent’s current operations to make breakthrough innovation impossible.
The advent of thriving technology hubs has created an innovation ecosystem that traditional organizations can tap into. By combining the culture and approach of innovation centers with their budget firepower and access to markets and customers, traditional organizations have an excellent opportunity to re-energize their innovation capability.
Strategy and Measurement - Towards Lead Practice in Corporate Community Inves...Karrikins Group
Research paper by Dom Thurbon, summarising:
- State of the CSR market in Australia and New Zealand
- The gap between strategy and measurement of corporate community investments
- 7 strategic questions practitioners should ask when selecting community investment
Includes Appendix of raw survey data
Similar to Vivaldi UK Capabilities | Financial Services (20)
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The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
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Vivaldi UK Capabilities | Financial Services
1. SUMMER — 2019
Financial Services:
The Next Stage of
Growth
We help you navigate your growth
opportunities, adapt to new consumer
realities, and identify how to win in the
new era of financial services.
2. 2
Ready for Growth?
A diverse number of growth
opportunities await to be…
unlocked.
The empowered consumer, eroding benefits of
scale for large companies, disruptive new entrants
and new possibilities with consumer data are a
handful of the trends currently transforming the
financial services industry. Whether these changes
are turned into growth opportunities depends on
how well they are assessed and turned into strategic
actions.
What does the
future hold for
financial
services
companies?
3. 3
Being big is no longer an advantage in the
marketplace, where new entrants are winning by
doing a few things extremely well.
Focused customer value propositions
More transactions migrate to a single default entity
that is seamlessly linked, while physical interactions
become obsolete.
Simplicity through seamless integration
Funding instruments become more company-friendly
with wider options and faster funding stages.
More funding alternatives
Cross-subsidizing across consumers was the old
world. The continuous update of risk profiles,
including event-based coverages becomes reality.
New definition of risk and rewards
Sharing and distilling the right data for maximum
consumer value becomes a key competitive
advantage.
Cash is king? No, data is!
What does this
future look like?
A snapshot
Ready for Growth?
4. 4
Ready for Growth?
Analysis should never lead to
paralysis. We put you on a
robust growth track.
We help leading financial services to identify,
select and navigate their growth opportunities
ranging from platform business model
offerings to a truly differentiated value
proposition, product & service optimization
to consumer experience and the required
organizational change and engagement.
What we do
5. How to stay
on Top of the Game
in Financial Services
We believe the following to be
the key imperatives…
Ready for Growth?
6. Stay on Top of the Game
6
“The reason why it is so difficult
for existing firms to capitalize on
disruptive innovations is that their
business model that made them
good at the existing business
actually make them bad at
competing for the disruption.”
– Clayton Christensen
Harvard Professor and Thought Leader
7. IMPERATIVE
Take the necessary steps to reach a compelling position in emerging Ecosystems. Do
not try to be “everything to everyone”, but reach a niche and a value-adding role in the
relevant ecosystem.
Opportunity
# 1
How can we
identify where
to sustainably
win in our
business?
Carve out your sweet spot in
the Ecosystem.
7
Stay on Top of the Game
8. Stay on Top of the Game
8
“We are witnessing the creative
destruction of financial services,
rearranging itself around the
consumer. Who does this in the
most relevant, exciting way using
data and digital, wins.”
– Arvind Sankaran
Business Consultant and former HSBC Executive
9. IMPERATIVE
Opportunity
# 2
How do we
break down
organizational
silos and
become
faster?
Embrace new ways of working
and unlearn others.
Strengthen organizational learning and set up new ways of working that will foster
collaboration and innovation, bridging organizational silos and collapsing functional
barriers where necessary. To unlock your business potential, initiate activities to
promote specialist know-how in an interdisciplinary setting.
9
Stay on Top of the Game
10. Stay on Top of the Game
10
“Direct competition can be your
partner - we cooperate in
technology with companies that
have previously been seen as our
direct enemy. If you don’t think
this way, you are
going to shrivel.”
– David Mclennan
CEO Cargill
11. IMPERATIVE
Opportunity
# 3
How can we
ensure a
positive return
on our
technology
investments?
Innovate and wisely choose
who you “data-partner” with.
Identify the investments that fit to your business model, knowing where you need to
win - the right technology will drive down cost-income ratios. Wisely chose whom you
share data and partner with to leverage information as your competitive advantage.
11
Stay on Top of the Game
12. Stay on Top of the Game
12
“We don't have consumers anymore.
We have people engaged in the
community who want to use different
services. Therefore, you need to
become a curator of apps, APIs, and
analytics from marketplaces that give
the best overall customer experience.”
– Chris Skinner
Best-selling author & commentator on financial markets
13. IMPERATIVE
Opportunity
# 4
How do we
create a truly
seamless and
fruitful
consumer
experience?
Forget about share of wallet;
focus on creating share of life.
Walk in your consumers shoes and find ways to make their lives easier. Tailor and
design experiences that create meaningful value in their life.
13
Stay on Top of the Game
14. Stay on Top of the Game
14
“Brands are one of the only
sources of competitive
advantage. Technology, even the
most advanced, gets obsolete or
gets copied, capabilities get
outdated, assets depreciate. But
brands keep growing over time.”
– Dr. Erich Joachimsthaler
CEO and Founder Vivaldi
15. IMPERATIVE
Stay on Top of the Game
Opportunity
# 5
How can our
brand be more
relevant in our
consumers’
lives?
Strengthen your
differentiation and narrative.
Win with a compelling vision and a brand that is well positioned on convenience AND purpose.
A positioning crafted in consumer insights will help to maximize consumer relevancy and
competitive distinctiveness, fuelling your sales and growth activities.
15
16. How to stay on Top
of the Game
in Financial Services
How we can help…
Our Offering and
Project Examples
16
Ready for Growth?
17. 17
Here’s how Vivaldi can unlock your growth potential and achieve immediate
impact.
Carve out your sweet
spot in the Ecosystem.
• Portfolio Strategy
• Value Proposition
• Platform Business
Model Ideas
• Consumer Co-Creation
• Rapid Prototyping
• Potential Estimation
Embrace new ways of
working and unlearn
others.
• Digital Transformation
• Capability Assessment
• Agile Digital Processes
• Employer Value
Proposition
• Employee Engagement
Initiatives
Innovate your way –
wisely choosing who
you partner with.
• Innovation Strategy
• Make or Buy Decisions
• Business Case
Modelling
Delight the community
you serve,
personalizing the
experience.
• User Experience Design
• Consumer Journey
Optimization
• Communication and
Media Strategy
• Media Investment
Optimization
• Web, Mobile and Social
Creation
Strengthen your
differentiation and
narrative.
• Brand Strategy
• Positioning
• Marketing Funnel
Optimization
• Brand Value and
Sentiment Analysis
• Brand KPI Tacking
Navigating
Opportunities
Our Offering
18. 18
About Vivaldi
We are an independent,
global strategy firm focused
on commercial impact.
Our firm has helped some of the most
ambitious and revered companies build
strong brands, drive new business models,
develop new markets, and change industry
and category dynamics.
Who is
Vivaldi?
19. The shape of business and the marketing dept has changed. We generate
impact by applying the rigor, rhythm and results required in this new era of
building brands.
• Data Analytics
• Dynamic Reporting
• Performance Marketing
Commercial
Impact
The reason you build your brand
• Brand Strategy
• Innovation & Growth
• Organizational Transformation
Consult
The rigor required to win
• Creative Content
• Experience Design
• Identity & Technology
Create
The disruption required in market
19
The Vivaldi Model
Built how business is done today
The
Vivaldi Model
About Vivaldi
20. 1000+
Strategy, Design, and
Implementation Project
Engagements around the
world
500+
Years of Combined Work
Experience by
our Senior Partners
50+
Clients and Brands
in the Fortune
Global 100
25+
Years of Thought
Leadership About How to
Grow Brands
20
We help clients reach their growth potential.Some of our
growth numbers
About Vivaldi
21. 21
And have led brand leadership for 20 years and are experts on
(platform) growth.
Thought Leadership
on Growth
About Vivaldi
Our unique expertise in Platforms
encompasses today’s model for
(re)building brands, digitally.
Our recent Platformization Potential
study is making waves in the industry.
Explore the study here
22. 22
We are 115 Strategists, Designers, Engineers, & Managers spread over 10 offices,
covering the Financial Hubs of the World of New York, London, and Zürich.
We are where
financial business
gets done
About Vivaldi
New York
London
Zürich
23. 23
We’re proud of the marks our team has made as some of the best and
brightest around.
Consistently
awarded
Best Consultants &
Best of Consulting
About Vivaldi
24. 24
Our experience spans industries across B2B & B2C, for brands large & small, in all
parts of the world, including prominent clients in the financial services space.
Here’s a snapshot on who our team have worked with.
Some Client
Relationships
Our Clients
25. “ “ “
25
We’ve left a lasting impression on our clients. Here’s what just a few have to
say.
“Many consulting firms
create strategies and
campaigns. But only a few
manage to change how a
marketing organization
works and behaves... Vivaldi
is one of our most valuable
partners.”
“It is clear Vivaldi is as
invested in the success of
our internal branding efforts
as we are. They really
elevated our plan and
provided us with the
guidance to execute our
internal implementation
with confidence.”
“Vivaldi combined craft and
science in an end-to-end
process that started by
deeply understanding
traveller needs and ended
with a line-up of products
that attracted new
customers to our brand.”
Voices of some
of our Partners
About Vivaldi
26. 26
Transforming
into a customer-
centric company
AMERICAN EXPRESS was
seeking for ways to make the
organization more innovative,
using a customer-centric
approach. We helped
AMERICAN EXPRESS:
• conduct “cubicle
anthropologies” and gap
analyses to determine the
organization’s needs
• develop a Customer First
curriculum and training
program, with a new
philosophy, guiding principles,
language markers, tools and
templates
• put in place a holistic approach
to drive awareness,
understanding, and
commitment at every level
Project Examples
RESULT:
A consumer-
focused & highly
engaged
organization
27. 27
Strengthening
internal branding
CREDIT SUISSE’S private
banking and wealth management
branch joined forces with its
investment banking group to form
one unified company. Vivaldi was
hired to develop an aspiring and
convincing internal branding
strategy. We helped
CREDIT SUISSE to:
• review the first draft of the
internal communication
presentation by the internal
team
• design a multi-year roadmap
for internal brand
communications
• formulate pragmatic and
relevant initiatives that were
subsequently laid out into
implementation plans
RESULT:
A strong internal
branding for
strategy execution
Project Examples
28. 28
Making marketing
objectives and
ROI tangible
UBS Wealth Management’s Client
Insight team wanted to establish
a performance measurement
system and dashboard to track
the ROI of its marketing efforts.
We helped UBS to:
• analyse present marketing
performance measurement
tools, KPIs and dashboards
• pilot a dashboard in a
selected market, integrate
feedback and redesign its
reporting structure
• develop an objective-led
measurement approach by
identifying relevant KPIs and
developing an impact-driven
reporting structure
RESULT:
An impact-driven
marketing reporting
structure
Project Examples
29. 29
Creating a
targeted value
proposition
GENERALI had a lack of
relevance among their target
groups of young professionals
and young families, with
customer-centricity being a key
strategic pillar not yet rolled-out
to retirement savings. We helped
GENERALI to:
• discover deep customer
motivation patterns in
qualitative market research
and personal interviews
• perform opportunity sizing to
establish a business vision
• develop a relevant positioning
& marketing strategy for a
retirement offering for a hard-
to-reach, young target
audience
RESULT:
Launch of the first
app-based
retirement plan in
the Swiss market by
an insurance
Project Examples
30. 30
Segmenting the
travel market for
product launches
WESTERN UNION wanted to
understand the market potential
of relevant sub-segments in the
global leisure traveller market of
developing countries. We helped
WESTERN UNION to:
• generate insights about
travellers' behaviour and the
overall market size
• perform a cluster analysis
based on demo-, socio- and
psychographic attributes to
identify relevant sub-
segments of travellers
• extrapolate segment sizes
and prioritize them
• provide the basis for the
launch of 3 new product and
service offerings in the USA,
UK, and Germany
RESULT:
Tailored
and successful
offerings for
different travel
segments
Project Examples
31. 31
The senior team in Vivaldi’s London office has extensive experience with
leading financial services companies all around the world.
ROLAND BERNHARD
Senior Partner | London & Zurich
Roland is a Senior Partner at Vivaldi and
leads the Zurich and London offices. He
brings over 25 years of international
experience as a senior marketing
executive for leading brands such as Red
Bull and Coca-Cola Company and as a
management consultant, working for
clients such as UBS, Lloyds, CLS, CS and
Generali. His mission: Energizing people,
brands and businesses around the globe.
JANE HOVEY
Senior Creative Strategist | London
Jane is Head of Creative Strategy,
specializing in solving business problems
through creativity. Her role focuses on
robust methodologies and frameworks
which ensure we turn business strategy
into creative reality with the customer at
the centre. Her belief: “context is the
greatest marketing challenge of the 21st
century”.
DAVID TRAN
Senior Engagement Manager | London
David is a Senior Engagement Manager at
Vivaldi’s London office, where he has
brought a combination of marketing
strategy and consumer empathy to his
client work over the last ten years. He
leads multiple facets of Vivaldi’s key
offerings, including brand positioning and
Demand-First Innovation and Growth™
strategy. He has lead projects with
VocaLink, CLS, and Credit Suisse.
STEPHEN FIRTH
Partner | London
Stephen is the co-founder and Managing
Director of Gravity Thinking in London,
now part of the Vivaldi family.
Specialising in digital marketing and
communications, Stephen established
an award-winning creative agency
working with some of the world’s leading
brands including Royal Bank of Scotland,
Allianz and Vitality.
Your experienced
team & project
leaders
About Vivaldi
32. Want to know more about how we
can help you build most value in
the financial services industry?
Roland Bernhard
Senior Partner
T +41 43 268 11 61
M +41 79 819 59 08
Vivaldi London
Emerson Building
4-8 Emerson Street
London SE1 9DU
rbernhard@vivaldigroup.com
David Tran
Senior Engagement Manager
T +44 203 141 7700
M +44 7502 172 206
dtran@vivaldigroup.com
Thank You