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  • Home
  • About
  • Trust Ladder
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  • Contact
  • English
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INNOVATION Imagination is more important than knowledge - Albert Einstein INTEGRITY EXCELLENCE TRUST CLIENT CENTRICITY

From idea to action, innovate with meaningful and sustainable impact, develop and advance knowledge, share it

Before being a consulting shop, alavise has always been a set of values and principles, first and foremost.

alavise advisory is no longer a consulting shop active on the market. But the mindset of its founder is still active.

This website and the blog remain to continue to transmit and share…

When an organization needs to reach a new level, accelerate its growth or transformation, alavise provides consulting and change management services.

alavise’s mission is to get organizations closer and closer to customers’ needs, develop operational excellence and up-skill people.

alavise specializes in digital transformation, advanced data analytics, change management, project management and governance.

alavise’s values are client centricity, excellence, integrity, innovation, partnership, humanism.

About alavise and project approach

Acting
at the
speed of
soundness

Digital transformation

Growth requires care and attention

In the digital age, what directions to take, how to enable change and support employees transition for the benefit of clients? what is the concrete impact on operations and how to enable change and up-skill people so that initiatives produce a real and lasting result?

alavise combines its experience in IT planning and integration, change management, client centricity, sales excellence and One-to-One Enterprise, to leverage and adapt to our digital world and the need for agility and co-creation.

How ?

Advanced data analytics

Data at the heart

What hidden treasure lies in the databases? How to leverage and enrich it in order to augment customer benefits, improve financial results, reduce risks and up-skill people? Information and data have always been the core issue.

When analyzing data, alavise uncovers quick wins and reinforce motivation for the digital journey, while bringing immediate benefits.

“Start to describe what is, imagine what could be and take decision on what should be” is alavise’s vision of augmented consulting.

Change management

The art of agile alignment to maximize results, lasting results

Most difficult thing in any project is to manage resistance to change. This is critical to rip the expected benefits of your investment. alavise believes things happen because we define and communicate a purpose that makes sense to all stakeholders. Most mobilizing purpose is usually defined around objective and tangible information touching clients and external environment. This is why alavise places so much importance on clients, people and data.

alavise combines best practices in change management, client centricity and Project Management: Professional Project Management (PMP), agility and rapid prototyping, customer journey, the 5 dimensions of change management according to ADKAR-Prosci. With pragmatism, alavise adapts them according to the culture, needs and situation, and coordinates them to go from vision to action and from action to lasting impact.

Client centricity

The open enterprise

Before being translated into a customer journey methodology and CRM technology with varying degrees of success, client centricity is a culture and a way of running a company: thinking in terms of clients needs and not internal constraints; seeking to satisfy more and more needs of existing customers, rather than constantly seeking new customers for existing products.

This requires being open, innovative and working in co-creation, developing partnerships, personalizing one’s service or product. This mindset has imposed itself in today’s digital age that gives customers plenty of choices. The challenge is not to apply methods or tools to old practices. The challenge is to return to the fundamentals of client centric culture and values.

Wealth management and the Trust Ladder

Clients first

alavise bundles its experience in Client orientation, Sales excellence, Change management and Digital to address industry stakes.

alavise created the Trust Ladder© to develop trust between a relationship manager and clients.

Trust Ladder

The true price of transparency in Private Banking

The art of dynamic pricing

One of the most important costs in private banking is special conditions. Yet it is rarely measured and optimized, unlike more traditional cost-cutting measures. alavise has developed a dynamic pricing approach based on benchmarking of special conditions and cost-to-serve a client in order to balance the negotiation between a client and the banker. Win-Win.

Read the article
Dynamic pricing concept

Differentiation in Private Banking new era

Back to the future

Environment, Financials, Clients, Digital, FinTech and Regulation force to reconsider efficiency, mindset, business model and differentiation

Read more

History of Private banking in Switzerland suggests a possible scenario for the future of the industry: returning to its origins and DNA.

Back to the future

Publications

Taking control of one’s digital transformation
February 5, 2022
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Current S&P500 level anticipates real GDP growth by 17 years
September 20, 2017
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Swiss Private Banking: The True Price of Transparency
March 10, 2017
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Coup d’Oeil on international Wealth Management news
January 24, 2017
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The difficult job of being (and remaining) an advisor ?
September 21, 2016
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Swiss Private Banking: Has Anything Changed?
July 3, 2016
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One to One is the grail of Private Banking
June 21, 2016
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About Coup d’Oeil
June 15, 2016
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Private Banking: Should We Be Concerned About Risks? Yes, but not for the reasons one believes
May 13, 2016
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Des petits papiers du Panama à une réflexion sur une croissance durable
April 12, 2016
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Private Banking: Back to the Future? part 2
February 12, 2016
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Private Banking: Back to the Future? part 1
January 22, 2016
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Banks: can we please talk about clients and staff?
December 25, 2015
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Measuring Trust in a Private Banking Relationship
March 20, 2015
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1to1 and Private Banking
March 12, 2015
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Differentiation in Private Banking new era
February 27, 2015
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Technology and Client Relationship Management
February 21, 2015
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Client strategy, One to One and CRM
February 21, 2015
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Does sales matter?
February 21, 2015
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How to Define Change Management ?
February 21, 2015
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