Securing growth for a Life Insurer through a long-term Bancassurance Partnership – Philippines
Due diligence of bank partner, business plan, valuation of business, submit potential bid ranges with scenario analysis, deal negotiation support, capability gap analysis and roadmap
Business Transformation of a Life Insurance company through a revitalised retail strategy – Nigeria
AS IS capability assessment, GO TO – strategy, products, sales channels, gap analysis, implementation roadmap
Assisting a Bank in securing a long term Bancassurance partnership with competitive bids – Sri Lanka
Managing the bid process, Bank and Partner due diligence, business planning, partner & bid assessment, deal valuation, and recommendation to the board
Supporting a Life Insurance company in Bancassurance planning & partnership acquisition – Sri Lanka
Business plans, financial model and scenario analysis, business valuation and potential bid ranges, digital and in-branch sales models, product gaps and roadmap, capability gaps and development roadmap
Supporting a Life Insurance company in Bancassurance business planning, capability development – Philippines
Joint business plan development, capability gaps identification and road-map, digital capabilities, interface and road-map, bancassurance specific training & development
Supporting an Insurance group in benchmarking its operations and IT capabilities, standards & costs – India
Operations and IT benchmarking study covering key peer group companies in Life and General Insurance and other third-party service providers, covering investments, plans, current service levels and cost metrics
Developing business plan and support capability development for online distribution of life and general insurance products – India
Regulatory overview, market analysis, business planning, financial model, capability requirements analysis, supporting IT and Call Centre requirements documentation and implementation
Compensation benchmarking survey for a financial services company – India
Pan India compensation survey for select positions covering over 50 cities for a retail financial services organisation. Identifying matching employees across peer group companies, and conducting a telephonic or face-to-face survey
Interim Management support and talent acquisition for senior management profiles
Providing interim COO, CFO and CDOs for financial services and other companies. Executive search and placement of CXO and other senior management roles in Finance, Actuarial, Investment Management, Risk & Compliance, Distribution, Marketing, Technology and Human Resource Management.