Our Client, one of the largest banks in the US, wanted to review and improve their client lifecycle approach in line with the ambitions of their long term strategy. This predominantly related to gaining a deeper understanding of client interactions with the various business teams in order to improve the overall experience when engaging with the bank.
As a result, Beyond were engaged to perform an independent, strategic review of the client lifecycle environment in EMEA to determine whether the current approach was:
• Controlled; and
• Scalable to support the aims outlined in the strategy.