Transforming Client Acquisition in Banking: Strategies and Target Operating Models for Digital Success
A leading global consulting firm sought to enhance its strategy for optimizing client acquisition within the rapidly evolving digital banking sector.
Our approach encompassed a deep analysis of critical frameworks, including customer journey mapping, advanced digital marketing strategies, and data-driven segmentation techniques. The result was a comprehensive report outlining Target Operating Models (TOM), optimal organizational structures, and technology-driven processes designed to accelerate digital transformation.
By delivering actionable insights and leveraging real-world case studies, we equipped the client with the strategic tools necessary to help banks navigate shifting consumer behaviors and drive measurable digital success.
Client Challenge
Our client is a global consulting firm offering services across a wide range of sectors, including technology and innovation management, marketing and sales, organizational transformation, strategy, risk management, corporate finance, and more. With a focus on the digital banking environment, the firm aims to develop a comprehensive report addressing client acquisition strategies, such as digital marketing, online onboarding, and personalized offers.
Our Solution
- Review of digital client acquisition frameworks in the banking sector, such as those focusing on customer journey mapping, digital
touchpoints, data-driven customer segmentation based on industry reports, and case studies from leading digital banks. - Research concerning relevant frameworks and methodologies for defining a Target Operating Model in the digital marketing domain.
Outcome
- A report summarizing findings on client acquisition strategies and Target Operating Models (TOM) for digital marketing within the banking sector.
- Identification of key trends and insights related to digital transformation in the banking industry, helping banks to adapt to changing consumer behaviors and expectations.
- Presentation of guidelines of ideal organizational structure, technology stack, processes, and governance mechanisms needed to effectively implement digital marketing initiatives.
- Identification of components such as customer journey mapping, digital touchpoints, and data analytics for personalized marketing.
- Highlight of innovative approaches and their outcomes related to the topic, providing real-world examples for reference.
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