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Bank

The macroeconomic context has recently imposed aggressive rules to the financial market and to all agents acting on it. The cost of money fell sharply and the risk premium rose as never before. The sales model of financial assets began to follow a new paradigm, more rational, balanced and sustainable. The ability to assess the risk has become the most important competence for the sector, instead of the sales competence. Winning has in its client’s portfolio a wide range of companies in the sector both national and international. One of the main services we offer to the market is the organizational intervention projects to create areas of competence in terms of Project Finance and Business Cases, endowing organizations with higher capacities to know how to evaluate projects with rigor, both in a perspective of financing for market and at the level of portfolio investments and internal initiatives. Winning has the highest international certifications both from the ROI Institute and the International Institute of Business Analysis, having developed in recent years a wide range of research and publications in the area.

Pains & Trends

DIGITAL INNOVATION

The digital transformation in the banking industry symbolizes an emerging turning point despite the advantages resultant from technological progress and the need for companies to develop their activity in online environment, through the provision of new services and new contact channels with their customers, banking companies have also experienced some issues with the security of available information in the digital environment. Therefore, it is necessary to adapt the information systems to the new trends and develop a digital "winning strategy" based on market dynamics and consumer behavior, enhancing the potential of the digital investment and its creation.

PRODUCTS INNOVATION

There is a mismatch between supply and demand for banking products, since they are not aligned with the evolution of consumer behavior in emerging markets. Thus it is considered imperative that companies develop innovative products, tailored to the needs of its customers

INCREASED REGULATION

Due to the needs of legal compliance, in particular under the guidelines submitted by the Basileia agreements and the financial markets, it is indispensable that companies ensure internal compliance and risk standards for industry protection.

It’s essential to the financial sector to know where we must apply or sell our capital, as well as to be able to evaluate if our decisions were or were not successful. In a dynamic market with the ever shrinking of products and services life cycle, learning from every move and decision while measuring the return on investment is a vital competence for survival and sustainability in Banking.

Times are more than ever for rationalization. We can’t evaluate our success for what we did in the past, but by our potential in the future. There is always room to improve and to prepare for the next crisis, when times like the present return. Winning has worked in companies in the sector by implementing practices of management, reduction, control and cost containment, both in the productivity of human capital, as in the level of processes, contracts and other company liabilities. 20% to 30% reductions in costs are common in the industry, injecting in organizations the fundamental elasticity that the moment requires.

With a highly regulated market, the management has strict requirements in terms of both business groups to which it belongs, and at the level of the entities that define the rules of how to do business. The WINNING team has helped many organizations in implementing and ensuring their good standing, establishing governance, operational risk and compliance models, thus ensuring the fulfillment of the customers commitments.

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Case Study I - Bank - Project Management

Case Study II - Bank - Project Management

Case Study III - Bank -Business Analysis

Case Study IV - Bank - Business Analysis

Case Study V - Bank - Dynamic Capabilities

 

WINNING Scientific Management can help you!

WINNING has in its client’s portfolio a wide range of companies in the sector both national and international. One of the main services we offer to the market is the organizational intervention projects to create areas of competence in terms of Project Finance and Business Cases, endowing organizations with higher capacities to know how to evaluate projects with rigor, both in a perspective of financing for market and at the level of portfolio investments and internal initiatives. WINNING has the highest international certifications both from the ROI Institute and the International Institute of Business Analysis, having developed in recent years a wide range of research and publications in the area.

We would love to hear from you. Challenge us!

Carlos Jerónimo
Bank and Financial Services
Email: info@winning.pt
Tel: +351 218 963 030

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