Molten’s Financial Services practice operates in Retail Banking, Investment Banking, Insurance and Wealth Management.

Operational effectiveness: We review and improve operational processes, develop and implement target operating models and deliver new organisational designs for a variety of business areas, including operations and technology.

Transaction strategy, advisory and support: We conduct market analysis, identify merger, acquisition and divestment targets, perform due diligence, project manage the bid and transaction process and deliver post-transaction services to embed changes and improve business performance.

Retail strategy, client segmentation & customer experience: We develop and implement channel and product distribution strategies, we review the profitability potential of  the client base, develop and implement segmentation models, audit and develop staff communication and training, and implement Business Intelligence tools to give a true customer view.

Governance, reporting & Management Information (MI): We review and develop business reporting suites, processes and tools. We design governance frameworks, implement reporting systems, and develop aggregate portfolio views of client and business data.

Operations strategy and roadmap: Molten worked with the global operations department of a leading European investment bank to define their strategy and roadmap, and established a portfolio of major programmes to standardise and centralise operations, including migrating  to optimal locations and retiring redundant technology across their entire operations.

Treasury deal manual: Molten developed a deal manual to provide guidelines and controls concerning the primary issuance of corporate bonds for new and existing products. The Deal Manual also defined delegated authorities within  Front and Middle Offices, and other divisions within the Group Corporate Treasury.

Due diligence and transaction support: Molten worked with an international investment bank to prepare for a major bid, conduct due diligence activities on the target company’s IT and operations departments, and identify  areas requiring management intervention in the post-acquisition environment.

Client segmentation: Molten worked with a large private bank to develop a consolidated view of client product holdings, determine the current and future profitability of clients, classify the client base into distinct target groups, and develop a cross-selling strategy.

MIS reporting: Molten developed a consolidated monthly MI reporting suite and process for the five core business systems of the Rates Technology area of a major UK bank. The reporting suite provides valuable business intelligence for the business and technology teams and enables and early visibility of critical issues.