Client Description
Multinational Investment Bank
Our client is an Australian financial services group, operating in 32 markets in asset management, retail and business banking, wealth management, leasing and asset financing, market access, securities trading, renewables development, specialist advisory, capital raising and principal investment.
Problem Statement
The client wished to conduct a partner screening exercise to identify potential vendors to build a novel equity blocks platform with.
Project Approach
Needs Identification
We identified the core functional specifications required by the client and their key priorities.
White-Label Deck Creation
We built a white-label deck for the client to leverage in conversations with potential partners.
Partners Shortlisting
We shortlisted potential partners based on strategic, operational, and financial fit, for the client to have discussions with.
Key Achievements
Internal Stakeholder Alignment
Interviewed various internal teams to help align firmwide priorities and note potential concerns.
Proposition Pitch
Produced white-label partnership outreach deck, enabling client to clearly articulate requirements.
Partner Screening
Reviewed a diverse array of potential partners to recommend most suitable prospects.
