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Financial Institutions

TYPICAL CLIENTS:

Financial institutions looking to improve their financial, environmental or social performance.

Other financial service providers such as leasing companies that are striving to serve their target markets more efficiently and effectively.

VALUE TO CLIENTS:

Improved financial performance as a result of streamlined credit processes, strengthened credit risk management practices, enhanced operations, expanding into new market segments, or additional capital.

Increased competitiveness and brand value deriving from offering more products and services with social and environmental benefits.

REPRESENTATIVE SERVICES:

Comprehensive services to improve financial, social and environmental performance, including:

  • Institutional assessments
  • Market research, segmentation and positioning
  • Strategy and business model development, including evaluating alternative delivery channels
  • Capital strategy, structuring and fund raising
  • Product development and roll out, including products designed to expand services to un(der)served market segments or to incorporate clean energy or other environmental features
  • Risk management and credit underwriting
  • Credit policies and processes
  • Process re-engineering; standardizing for scale
  • Governance
  • Non-financial services for financial institutions
  • Environmental and social performance strategy and management systems
  • Full-spectrum implementation, including training and change management
  • Turnarounds

ENVIRONMENTAL AND SOCIAL BENEFITS:

Boosting the profitability and effectiveness of financial institutions increases their capacity to serve previously excluded market segments and expand into new product lines that have a social or environmental benefit.