Client Profile & Challenge
Leading mid-market Investment Bank with 650 Bankers
Challenge: How can Digitizing an investment bank help to tell more compelling stories, better differentiate themselves, and ultimately win more deals? Post mandate, how can a global bank with 22 offices streamline and improve the delivery of their services?
3 Year Transformation Roadmap
A prioritized, business case driven 3-year Transformation Roadmap, with multiple Quick Wins and six Strategic Initiatives.
Messina built the 3-year Roadmap and led the Execution of the implementation of multiple projects and strategic programs. Services included Advisory, Program Management, Change Management, Analytics, and a Business Analyst. We helped with Requirements, Platform selection, Vendor negotiations, and implementation.
Messina utilized a Sr. Advisory Consultant, Solution Architect, Business Analyst, and Change Management consultant. A Global Technology Committee was formed for enhanced communications and alignment building. Our program sponsor was the CEO, our day to day responsibility was to the COO.
“After” Business Value Creation
Telling more Compelling stories backed by data and sharing stories about market valuations and trends, Buyers insights, and demonstrating a better understanding of the market.
Winning more Mandates by improving their win percentage and incorporating a data driven approach to identify potential Sellers. Reporting automation saved > 2 FTE’s per year
Streamlining Service Delivery and saving > 20% of Jr. Bankers’ time spent on manual tasks, Bankers had more time to spend on high value add tasks e.g., Growth Strategies and Buyer research.