Track record
The market keeps evolving. We help drive it.
Our portfolio builds on successes we supported conceptually and operationally through every project phase. Here they are, with what counts in the end: the result.
In brief
All mandates are anonymised, just as in our company presentation. We name the task and the result, not the client. Which projects come closest to your starting position is something we establish in the intro call.
Greenfield build of a retail bank in Austria
Result
currently more than 300,000 customers
Restructuring of the private-client business of a German private bank
Result
cost-income ratio from 74% (2019) to 44.5% (Q1 2022)
M&A mandates: transaction support and leadership of the subsequent migration projects
Result
successful migration of more than 250,000 customers
Building a high-performing direct channel for banking and insurance products
Result
direct-sales share up from 0% to 33% of total sales
Modernisation of all interest and commission products
Result
improved net interest and commission income
Establishing anti-churn management and new-customer initiatives
Result
turnaround to positive net new customers
Building innovative financing vehicles
Result
operational platforms in the market
The results listed are completed project outcomes from the respective mandate. They describe what was achieved and are no commitment for future projects.
The next step
References become concrete in conversation.
Which of these projects comes closest to your starting position is best established in a direct exchange. In the intro call we assess what is transferable and what is not.
Free of charge · no obligation
office@wallberg-advisory.de