Definition of the business model of a New Bank

Background and Objectives

The need

Following the acquisition of a Financial Advisor Network, an international financial institution had the need to structure the business model of the new Bank and identify potential synergies.

The goal

Defining the strategic plan and positioning of the new bank, as well as identifying potential synergies.

The project

Support in identifying the key components of the new business model and synergies between the entities involved.

Approach

01.

Market Analysis

  • Analysis of the characteristics of the top player in the market to identify best practices and industry trends

02.

Definition of the new business model

  • Support in determining the strategic positioning and key characteristics of the business model (service model, product offering, technological infrastructure, commercial strategy, etc.)

03.

Identification of potential synergies

  • Support in identifying potential synergies between the two parties and assisting in the implementation of the model

Key Outcomes