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.

alavise partners with iconyl SA which offers an innovative methodology to enable Management Committees to effectively take control of their digital transformation.

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.

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.

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.

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.

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Dynamic pricing concept

Back to the future

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

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