consumer wealth

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ADAPTOVATE supports Consumer Wealth organisations navigate rapid change.

Consumer Wealth organisations face a multitude of challenges in the current business landscape. These include adopting new technology, complex regulatory requirements and changing customer expectations.

Organisations must continuously innovate and adapt their operational models to remain competitive and profitable.

ADAPTOVATE helps Consumer Wealth organisations identify and deliver technological advances to provide flexibility in product offerings and reduce costs.

ADAPTOVATE supports organisations in understanding their pain points and opportunities and to help align efforts towards achieving them.

ADAPTOVATE aligns leadership teams on what is important to help set priorities, improve value delivery and enhance employee engagement.

ADAPTOVATE increases the ability to rapidly realign priorities when required, to adapt to market changes

ADAPTOVATE helps Consumer Wealth organisations improve operations and processes to decrease costs and increase the reliability required for improved customer satisfaction and trust.

Benefits for the Consumer Wealth sector:

ADAPTOVATE supports Consumer Wealth organisations to achieve more without increasing investment and achieve benefits including:

Improved governance and alignment by enabling teams to self-organise around Objectives and Key Results.

Helping firms organise themselves around the flow of value to decrease risks and dependencies and create cost efficiencies.

Improved adaptation to changing market conditions by increasing the ability to test hypotheses in market early and frequently before committing to significant investment decisions.

Improved operational efficiency by coaching and mentorship of ways of working that empower teams to use their skills and knowledge to create fantastic solutions.

Increased speed of product delivery by coaching an iterative approach to delivering value.

Working with clients.

ADAPTOVATE have a proven track record of working with the Consumer Wealth sector, delivering tangible business benefits:

2% increase in customer acquisition in under seven months at an Australian Financial Services Company.

15% workload reduction in an operations team at a national Financial Services Company.

3 x times simplification of team focus areas to optimise operational utilisation and sales-based initiatives at a Global Financial Merchant

Created prototype solutions in less than 1 week at an Australian Financial Services Company

Better Business Models, Business Capability Mapping, Case Studies, Design Sprints, Design Thinking, Digital Transformation, Financial Services, Insurance, Not-for-profit, Operational Excellence

Case Study – Accelerated Agile Maturity at Health Insurer

At health insurer, ADAPTOVATE helped the technology division deliver a platform refresh. We defined the strategy, architecture and roadmap and built internal capability

Agile, Banking, Case Studies, Financial Services

Case Study – Breaking Down Delivery Silos in a Bank

We used our PMO capability to help our credit card client and their partner bank break down delivery silos. Read our case study here.

Agile Coaching, Case Studies, Financial Services, Startups and Scaleups.

Case Study – Agile Coaching at a Fintech Startup

Read our case study working with our client, a Fintech startup operating in a peer-to-peer personal money lending industry.

Banking, Case Studies, Consumer Wealth, Customer Journey Mapping, Financial Services, Solve Complex Problems

Case Study – Agile Business Design at a Bank

Our client, an Australian consumer wealth organisation, was facing a decline in the volume of applications being approved for a key product and have been set a target of increasing customer acquisition by 2% within 12 months

Agile Coaching, Banking, Better Business Models, Business Agility Consulting & Training, Case Studies, Financial Services

Case Study – Agile Coaching at a Bank

Our case study on delivering better outcomes in an Australian big bank as we help the mobile solutions team deliver faster and more customer focused solutions

Agile Coaching, Banking, Business Agility Consulting & Training, Case Studies, Financial Services

Case Study – Risk function in a global bank

Delivering huge reductions in approvals, time and budgets in a Risk function in a global bank. Read our case study.

Banking, Better Business Models, Case Studies, Financial Services

Marketing Function Case Study

Read our case study of developing a Operating Model design for the Marketing function at a leading Australian bank.

Agile, Agile Coaching, Banking, Case Studies, Customer Journey Mapping, Design Sprints, Financial Services, Human-Centred Design, Operational Excellence, Solve Complex Problems

Human-Centred Design Case Study

Our client, an international bank, had embarked on a transformation with the aim to respond more quickly to rapidly evolving customer needs; enhance business value; increase productivity; and improve employee engagement.

Find out how ADAPTOVATE can improve return on investment in the Consumer Wealth sector.

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