Strategy and Business Plan Development for Specialist UK Bank

Project status
Project start date
6 May 2018
Project posted
5 Apr 2018 11:22
Project duration (approx.)
3 Months
Budget (approx.)
£20000 (fixed cost)
Level of Experience
Financial Services
Area of expertise
On-site in United Kingdom
English (Essential)

Objectives and Key Deliverables

We have been engaged by the CEO of a market-leading UK retail bank to undertake a fundamental review of their strategy to help deliver an enhanced ROE to the owner within a 3-5 year time-frame. The value gap between the current underlying performance versus target level is significant and will likely require numerous cost out and revenue growth tactical and strategic initiatives to close.

Our client has spent a considerable amount of effort building a picture of how to close this value gap but they need help to accelerate and build out their thinking with some deep fundamental analysis and logic to support their thinking. This will help form the basis of a compelling strategic narrative on which a revised 5 year business plan can be built from which in turn will then feed other customary outputs including the risk strategy.

Our team will likely be based at the client site for around 3 days per week and will be involved with the following deliverables/activities:

- standalone and supplementary financial models to support the Finance team
- powerpoint reports and presentations
- client workshops including ExCo challenge sessions
- word memos and reports
- project management of workstreams and the overall programme (with senior-level support)
- ad-hoc support to Heads of Department including Finance, Risk and Operations
- extensive competitor, market and industry R&A leading to succinct standalone reports and/or input into larger deliverables

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