"Bridge The Gap Between Ideas and Action"

Management Consulting

We would highly recommend Arete Financial Partners as a dependable business partner and counsel to any organization who needs richly experienced and seasoned experts to provide objective and value enriching advice on strategy and an ideal catalyst to drive large scale transformation.


Nina D Aguas, President & CEO,
PBCOM - Philippine Bank of Communications

Arete provides execution consulting, providing an end-to-end solution from strategy through to execution. We have worked with a wide range of Financial Institutions and Financial Services companies to address their strategic, operational, cost, organizational, digital, technology or risk & regulatory challenges.

Our Consulting Practice include Wholesale and Commercial banking, Private banking, Retail Banking, Wealth Management, Consumer Finance, Digital Banking, Insurance and Payments covering different functional areas: Strategy, Sales, Marketing, Treasury, Markets, Risk Management, Compliance, HR, Finance, Operations and Technology.

 

 

Strategic  
Planning  
Business      
Strategy      
Strategy
Implementation
Situation Analysis
  • Environmental Analysis
  • Markets Trend & Growth
  • Revenue Pools Analysis
  • Customer Needs Analysis
  • Competitor Analysis
  • Cost Base Analysis

Ambition & Objective Setting

  • Mission & Vission
  • Corporate & Business Units
  • Business Profit & Loss
  • Regional & Country Alignment
Marketing
  • Segmentation/Sales Strategy
  • Product Management
  • Portfolio Management

Sales & Distribution

  • Building Sales Capabilities
  • Branh Network Design
  • Call Center Plan
  • Alternative Channels

Enablement Strategy

  • Operations and Technology
  • Human Resource
  • Financial Control and Treasury
  • Audit and Compliance

Risk Management Strategy

  • Credit Policy
  • Credit Risk Operations
  • Credit Loss Forecasting
  • Operational Risk Management
  • Customer and Product Risk Management
Performance Dashboards
  • Business Performance
  • Sales Management
  • Functional
  • Customer & Employee Loyalty

Organization Design

  • Organization structure
  • Recruitment & Compensation
  • Performance Management

 

Process     
Re-Engineering     
Quality     
Management     
Technology Strategy
& Execution
Diagnosis
  • Core Process Identification
  • Process Prioritization

Process Analysis

  • "As-Is" Process Mapping
  • Benchmarking & Gaps

Process Redesign

  • Process Vision & Goals
  • Business Alignment
  • Operations Alignment
  • Transition & End-State Plan
  • Process Maps
  • Impact Analysis
  • Pilot & Test Designs
Balanced Scorecards
  • Customers & Employees
  • Risk
  • Cost Management
  • Contributions to Community

Six Sigma

  • Client Requirements
  • Competitive Benchmarking
  • Business Process Alignment
  • Data Analysis
  • Process Improvement Tools
Business Technology Alignment
  • Business Model Validation
  • Enablement Capabilities
  • Functional Requirements
  • Technical Capabilities

Platform Selection

  • Selection Approach & Criteria
  • RFP Design & Templates
  • Vendor & Solution Evaluation
  • Selection & Negotiation

System Implementation

  • PMO & Planning
  • Cost Rationalization
  • Pilot Deployment
  • Related Operational Changes
  • Project Risk Management
  • Post Implementation Review

Business Continuity

  • Emergency Communication
  • BCP Activation Triggers
  • System Availability SLA
  • Recovery Parameters