PLANNING

• Markets research, trend & growth

• Revenue pools analysis

• Customer needs analysis

• Competitor analysis

• Cost base analysis

• Mission & vision

• Corporate & business units

• Business profit & loss

IMPLEMENTATION

• Performance dashboards

• Business performance

• Performance management

• Sales management

• Functional performance reporting

• Customer & employee loyalty monitoring

MARKETING

• Segmentation/sales strategy

• Product management

• Portfolio management

SALES & RELATIONSHIP MANAGEMENT

• Building sales capabilities

• Branch network design

• Call center plan

• Alternative channels

ENABLEMENT STRATEGY

• Operations and technology

• Learning & Development

CORPORATE GOVERNANCE

• Organization structure design

• Three lines of defense

• Risk committees structure

• Regulatory change management