Services; financial institutions

Services to staff
  • Conducting programs for Markets Executives and Relationship Managers on client perspectives of financial risk management in order to better identify cross-selling opportunities and to anticipate customer requirements.
  • Providing staff (e.g. IT personnel, internal audit) with workshops on global financial markets and instruments in order to assist with an understanding of key market structures & products.
  • Running workshops on Value Migration, using diagnostics and supporting software, to enhance marketing effectiveness.            
Services for finance company executives
  • Enhancing the value of the client partnership by developing proactive financial risk management diagnostics for clients’ use.                            
  • Publishing sets of financial management strategy booklets specifically designed for CEOs, CFOs, COOs and Company Directors.   

Conducting programs for Markets Executives and Relationship Managers on client perspectives of financial risk management in order to better identify and to anticipate customer requirements.


Key Actions

  • Designing and presenting workshops on financial risk management from a corporate perspective, based on previous assignments for companies.
  • Developing client strategies/analytics based on implications of Corporate Risk Management approach in order to design marketing programs tailored to specific clients.
  • Creating a business opportunity matrix .
  • Conducting follow-up sessions to fine tune individual client strategic marketing plans.

Providing new and ancillary staff (e.g. IT personnel, internal audit) with workshops on global financial markets and instruments in order to assist with an understanding of key market structures, products and drivers.

Key actions

  • Conducting a pilot seminar on required content & delivery mode(s)
  • Developing core material based on feedback from pilot seminar
  • Designing software to complement course material
  • Running a series of workshops
  • Adapting workshop to seminar-style for managers of attendees to enhance benefits from course
Learning Objectives

To provide participants with:
  • an understanding of how corporates & financial institutions differ in their approach to financial risk management
  • an understanding of applied financial engineering by corporates and when this is appropriate
  • case studies on client use of financial products for initial and ongoing financial management
  • the ability to design marketing proposals relevant to client requirements

Running workshops on Value Migration, using diagnostics and supporting software to enhance marketing effectiveness.


Objectives
  • The course and case studies would be designed to provide experienced Markets personnel with enhanced skills to identify and market financial products designed to benefit clients’ long term profitability and to migrate successful strategies across other clients and other products.
  • Enhancing value of partnership by developing proactive financial risk management diagnostics for clients’ use.
  • Providing clients with combination of software, schematics, check lists and trigger points to assist with the identification of key interest and currency rate levels and liquidity ratios and levels
  • Assisting clients with international pricing to ensure marketing executives and contract negotiators can identify and benefit from opportunities stemming from volatile exchange rates (potentially a major service to clients)
  • Conducting workshops for clients’ marketing & treasury executives to identify and take advantage of international pricing opportunities.
Benefits
  • Enhances client’s long term profitability and financial institution’s overall returns
  • Reduces clients’ vulnerability to market downturns
  • Assists in reinforcing partnership approach
  • Allows clients to take advantage of market volatility even in a recession
  • Takes advantage of international pricing anomalies
  • Reinforces role as a proactive partner

Publishing sets of financial management strategy booklets specifically designed for CEOs, CFOs, COOs and Company Directors in order to reinforce the institution's position with senior corporate decision makers.


Key Actions
  • Applying Australian Standards methodology on risk management to currency, liquidity and standard financial metrics through a series of booklets specifically designed for different corporate roles & responsibilities
  • Undertaking briefings and seminars
  • Reinforcing booklets with case studies based on contemporary as well as key recent events – creating ongoing client contact. Can be web-based, emailed or through presentations networks
  • Offering presentations to Boards /Executives on current position, sensitivities, key exchange levels and alternative risk/return trade-offs.

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