CRM – Single client view

Strategy restart, business priorities outlined with senior management, slippage reduction. Introduction of program governance including monthly SteerCo with sponsors, change board (formal scope management), weekly reporting and RAID management and more.Read MoreCRM – Single client view

M&A transaction

The world biggest wealth manager is overhauling its legal structure, transferring the international ultra-high net worth business. Expected to cut costs, free up billions of dollars for lending in higher-growth markets as well as improve regulatory position for local retail clients.Read MoreM&A transaction

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