Global Investment Bank Wins More Deals with Digital Transformation

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Client Profile & Challenge

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?

Client Profile & Challenge

Solution Overview

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.


Advanced Analytics, Content Management, Pre- and Post-Deal Marketing Process Optimization and Automation, Enterprise Portal, and Buyers and Sellers CRM

Client Profile & Challenge

Team Composition

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.

Client Profile & Challenge

“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.

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