Business Excellence

Advisory

Your challenges

Our clients face many challenges in achieving their business objectives. Their challenges: matching their value proposition with their customers’ expectations and ensuring the effectiveness of their internal systems.

At Finegan, our goal is to work with each of our clients to build their business model of tomorrow. The one that will allow them to differentiate themselves within their ecosystem, to gain market share and to optimize their investment costs during the transformation phases.

Our offers

Differentiation strategy
- Realization of strategic plan
- Definition and optimization of customer strategy
- Realization of opportunity studies
- Realization of business plan and development plan
- Realization of benchmarking

Distribution model
- Development of a distribution strategy
- Optimization of territorial network and agency formats
- Definition of marketing strategy / offer
- Redesign and implementation of relational models
- Optimization of commercial and operational performance
- Improvement of channel efficiency (Digital, Agencies, LSB, CRC)
- Definition of CRC positioning and industrialization

Pathways and experiences
- Redesign and optimization of pathways, based on innovative technological capabilities
- Diffusion of a pathway approach within organizations
- Putting customer journeys under control and management
- Industrialization of the management of customer satisfaction and voice of the customer
- Bringing remote identification and digital trust bricks into compliance
- Incorporation of technological gas pedals (digital identity, AI, virtual reality, semantic analysis, RPA, etc.)

Employee experience
- Educational project management
- Design of business and behavioral training (pedagogical engineering)
- Innovation in teaching methods
- Design of blended learning courses
- Onboarding new activity
- Acculturation of strategic company vision
- Elaboration of job references and evaluation of skills

Operational Excellence
- Target Operating Model: Missions / Organization / Governance and management system / Resources
- Change management (traditional and agile approaches)
- Management of merger / migration programs
- Resource Sharing, Nearshoring, Offshoring
- Disruption of the industrial model (e.g. White labelling, Carve out, digitalization, robotization, AI…)
- Base Zero Budget
- Lean Management, continuous improvement, automation…

Our support

To do this, we have defined 5 areas of expertise within our offer to support them:

Strategy and differentiation
Distribution model
Career path and experience
Employee experience
Operational excellence

With more than 50 consultants and nearly 30 flagship projects each year with key players within their industries, our teams deliver customized coaching by :

Considering transformation as a competitive advantage with an innovative operational model to support the strategy
Fostering a culture of innovation/digitization with powerful tools to enhance the value chain and achieve productivity gains
Natively building processes based on continuous improvement
Launching reflections around competence centers for a more advanced control of resource-related costs
Ensuring a customer-centric organization while integrating the needs of employees
Implementing simple, agile, responsive and efficient organizational models
Implementing performance indicators to sustain the change

FINEGAN ADVISORY is aware that our clients’ organizations are complex and changing, and we are convinced that they must be understood as a social and cultural whole. To this end, our teams provide you with tailor-made support by :

Considering transformation as a competitive advantage with an innovative operational model to support the strategy
Fostering a culture of innovation/digitization with powerful tools to enhance the value chain and achieve productivity gains
Natively building processes based on continuous improvement
Launching reflections around competence centers for a more advanced control of resource-related costs
Ensuring a customer-centric organization while integrating the needs of employees
Implementing simple, agile, responsive and efficient organizational models
Implementing performance indicators to sustain the change

They trust us

An international asset manager

Opportunity study of 100% ETF discretionary management offers

Context: The asset manager wanted to develop the 100% ETF offer for its Private Bank clients.
Our mission: Analysis of customer expectations, market trends and needs, analysis of existing competing offers, carrying out diagnostics on the relevance of the offer, formalization of the opportunity study.
Our added value: A strong expertise on the management of mandates and financial markets, our multi-actor multi-segment vision of the market via our Crunch Lab.

An insurance company

Definition of a new value proposition for the Middle Office

Context: Our client wanted to reorganize its Middle Office activities in order to generate more value for the group, especially on the Life and Health Insurance scope.
Our mission: Benchmarking of the Middle Office organization models with different typologies of players in the sector, identification of differentiation axes, recommendations of activities and positioning.
Our added value: Middle Office business expertise coupled with a detailed knowledge of market best practices, an ability to identify the most relevant recommendations in the client context.

A major French bank

Redesign of the remote relationship entry path for individual customers

Context: Our client wanted to build and deploy a new relationship entry path to improve the experience of its customers.
Our mission: Definition of a new pathway implementing the new generation biometric identification (PVID) with all stakeholders, drafting of files for internal validation bodies.
Our added value: Our expertise in customer experience, our innovative methodologies for designing customer journeys and our strong knowledge of the banking business.

A private bank

Building a Target Operating Model

Context: In the context of a merger with another banking group, this company wanted to implement a new Target Operating Model for the Back Office and Front Office.
Our mission: Analysis of the existing situation, analysis of the gaps and impacts, identification of optimization paths, definition of the TOM for the Back Office and Middle Office, deployment and management of the change.
Our added value: Our TOM diagnostic and deployment tools, our expertise in TOM & operational excellence.

news

Article

The Finegan Group reinvents itself

Conquering new markets, diversifying our expertise and strengthening our teams: the FINEGAN group is reinventing itself! Discover our new ambition, through the article in Les Echos.

Study

Phising & Ransomware: Understanding to better defend yourself

Phishing is the preferred attack sector for malicious actors, and is often the gateway to your network for introducing ransomware! How does it work?

Article

DAF Trophies Magazine 2022 : Thierry Sar, multidisciplinary at heart

Thierry Sar, CFO of FINEGAN will represent the group at the best CFO contest

Interview

Interview with Emmanuel Solesse on BFM Business

Finegan is recruiting many talents to join its teams! Discover the available offers as well as the values of the group through the interview of Emmanuel Solesse for the 60 minutes program of BFM Business

Podcast

BSMART’s big interview: 5 questions for Emmanuel Solesse

We usually say that we work with clients who are like us, but I think that CSR is also about choosing partners who have the same values as us” Discover the full interview of Emmanuel Solesse, President of Finegan Group, for the program Le Grand Entretien, hosted by Michel Denisot on B SMART

Webinar

Webinar: European DORA Regulation, issues and impacts for the financial industry

Don’t miss our next webinar dedicated to the theme “European DORA Regulation, issues and perspectives” which will be held on November 10th from 11:30 am to 12:30 pm. An opportunity to discuss with our experts. Register by clicking on the link below.

Event

Finegan will be present at the AM TECH DAY 2022

On October 4th, during the #AMTechDay organized by L’AGEFI, our experts had the pleasure to speak on the subject of the democratization of data.

exchange with
our experts

Consultants, Managers, Directors, our experts are available to answer your questions and provide you with details on your subjects: contact them!

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