Financial services

Solving Efeso has a long tradition in supporting the Financial Services Sector. Our team has a wide knowledge which is the result of the integration of the experiences coming from Solving, Synagir and other local firms and provides advisory services to some of the world's major banking and financial institutions and global players.

The team combines learnings from very different projects, from trading platforms to Asset Management, from retail banking to post-market infrastructures, from custodians to Islamic finance. We aim to help our clients maintain consistency between products & services, organisation and information systems, in a constantly changing environment: markets’ evolutions, mergers and acquisitions, outsourcing, new regulations, financial innovation, separation of production & distribution…

Solving Efeso's contribution in managing the project consists in:
  • Adjusting business strategies to the environment
  • Designing and implement a consistent operating model
  • Improving competitiveness and efficiency of the processes
The capabilities of the Solving Efeso Team range from Business Strategy to Operational Excellence:
  • Operational strategy: defining an operating model, consistent with the business strategy
              - Marketing mix definition
              - Organisational and IT master plan
              - Outsourcing scenarios
              - Compliance & risk management
  • Organisation design & Selection of tools and service providers, consistent with the operational strategy
     
  • Implementation support: Project Management, Change management, Operational Assistance
     
  • Operational Excellence: our approach takes the best of Lean, TPM, Six Sigma. This original methodological approach, adapted from the industrial world for the financial market combines specific knowledge of this sector with the capability of eradicating losses. With this approach our consulting team can support strong process performance improvement and cost reduction programs.

Solving Efeso is a knowledge based company:
  • We constantly maintain our knowledge of markets, processes, systems and regulations
  • We conduct researches and participate in the sharing of industries' experience
  • Every consultant follows a training program that enables him to comprehend the constraints and stakes of the sector
  • All client experiences and the results of our research are available to our consultants in our “knowledge database”, dedicated to Financial Services
     
Our consultants are highly knowledgeable about issues and regulations specific of each sector, which allows them to work an efficiently, as a team with our clients.