Expertise

Coolidge Partners has experienced practitioners, who:

• Have decades of financial services industry insight, knowledge and experience.
• Have delivered outcomes for Private Banking, Service, Operations, Advice and Platform businesses, such as;
  • Change Management (cultural change, organisational restructures)
  • Strategic and Tactical initiatives (sales, service and operations)
  • Project Management and Consultancy (Product, RFI/RFP, CVP)
  • Coaching and mentoring (graduate and future leaders)
  • Corporate offsite facilitation (session facilitation, MC)
• Have been in the clients shoes and know the competing pressures of BAU and initiative/ project work. We are able to speak the same language and understand the moments of truth in developing trusted relationships

Business Transformation (for Private banking business and service and operations teams):

• Opportunity and Risk identification
• Research (market, client, decision support)
• Strategy
• Organisational / Process Design
• Change program/ Communications
• Implementation
• Transition to BAU

Platform Transitions (for platform and advice businesses):

• Program design
• Reporting
• Project leadership
• Process mapping
• Stakeholder management and communications
• Documentation (compliance)
• Implementation
• Post Implementation Review

Tactical Initiatives (for Advice / Service businesses):

• Cross sale programs
• Service improvement programs
• Operational efficiency programs
• Product and service review
• RFI / RFP process