Financial Services

The financial services marketThe financial services market
Financial Services

The financial services market

is facing huge and profound challenges that are rapidly and strongly changing the competitive landscape: revenue sources are changing, cost pressures are increasing, digital innovation is transforming the client's behavior and business models, while regulators are increasing their pressure on the industry.

In order to effectively compete in an increasingly complex and challenging sector, financial institutions must be able to combine a continuous search for innovation in what they offer, service models, tools and systems, with a constant focus on the efficiency of their operational processes and organization as a whole.

Only those players who are able to integrate continuous innovation and operational excellence, to anticipate patterns and industry trends at national and international levels, to position themselves in a distinctive way on the market, will be able to achieve a truly positive path of growth.

At T8P, leveraging our deep industry experience and constant monitoring of key trends, we are committed to supporting our clients along the entire value chain, with the goal of designing and implementing concrete, impactful and sustainable solutions.

Insurance, Asset Management, Asset Gathering, Private Banking and Retail Banking

Private Banking
  • Innovation of business models dedicated to HNW clients
  • Development of customized advanced consulting models
  • Alternative Investment Strategies
  • Assessment and optimization of product offerings
  • Product innovation management: from investment strategy to the set up of operational processes
  • Club Deal origination and structuring
Distribution Networks
  • Analysis of commercial network structure and design of relaunch strategy (governance, product offer, contracts, incentive schemes, policies, procedures)
  • Crash program and performance acceleration
  • Profitability analysis and KPI monitoring systems
  • Analysis of pricing trends and development of projections by client segment and product family
  • Deterministic and Stochastic Revenue Model (B@R)
  • Redesigning recruitment strategies, Optimising tools and processes
  • Assessment and redesign of incentive models
Family Office
  • Investment strategies and asset allocation
  • Risk management and control models
  • Portfolio monitoring and reporting
  • Portfolio analysis and optimisation
  • Scouting and analysing investment opportunities
  • Club Deal origination and structuring
  • Definition Governance and decision-making processes
Commercial Banks
  • Optimisation of end-to-end credit strategies and processes
  • Analysis and redefinition of ordinary and extraordinary management strategies for the NPE portfolio
  • Optimisation of credit management and recovery processes and the development of tools to support credit management
  • Evolution of service models and development of the supply system for specific client segments
  • Organizational evolution, performance improvement and cost position optimisation
  • Multichannel, digital transformation and client journey

Case Studies

Impostazione e lancio di un modello di Wealth Management per la clientela Private HNW
Set up and launch of a Wealth Management model dedicated to Private / HNW clients

Read more
Impostazione strategica di un’offerta di Alternative Investments (1) ant
Strategic development of an Alternative Investments offering

Read more
Supporto nella definizione del modello di business di una nuova Banca (1)
Definition of the business model of a New Bank

Read more
T8P Consulting

The best partner
for your business challenges