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Our service offering for the financial services industry. The collective expertise of the ADVEA team enables effective support of all sectors of the financial industry 

  • Group 2

    Retail Banking

    Swiss retail banking is characterized by intense competition, demanding cost structures and legacy systems, as well as a high dependence on mortgage business. In the course of the upcoming interest rate cycle, we support our clients in further developing their business model and making it more profitable. Our focus is on expanding customer understanding based on comprehensive data analytics and increasing the share of wallet. In addition, we see great potential in the development of additional sources of revenue and in the development of a sustainable service offering.

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    Wealth & Asset Management

    The consolidation of the wealth and asset management market is accelerating. We support our clients before, during and after M&A transactions with a focus on smooth integration, advising on strategic-organizational, process-related and technological issues. The ongoing digitalization and increasing decentralization of financial products also require further development of the service offering to include digital assets and their tokenization. We see the use of data analytics and artificial intelligence as elementary foundations for future profitable growth.

  • Group 9

    Insurance & HealthTech

    The insurance market is characterized by an intense battle for the direct interface to the customer. Various online business models and platforms are claiming parts of the revenue pools. Our services focus on increasing the innovative strength and agilization of insurance organizations. In both non-life and health insurance, we also focus on building profitable ecosystems. In addition, we develop win-win solutions for service providers and insurers along customer paths with HealthTech partners and accompany the expansion of the product range from mobility solutions to systemic risk categories such as cybersecurity.

  • Group 10

    Fintech & Infrastruktur

    The decreasing but still significant economic relevance of the Swiss financial market is supported by an effective regulatory framework. Its further development in the context of trading and custody of digital assets is elementary. We support our clients in preparing for changes in the regulatory framework and advise fintechs in particular on professionalizing the go-to-market. Increasing organizational and process effectiveness through consistent digitalization as well as sustainability remain relevant issues for FINMA and the SNB.

We support strategic orientation and transformation across all sectors of the financial industry

  • Strategy

    Based on our deep understanding of the Swiss financial market, national and international change drivers and our technology know-how, we support our clients in their strategy processes and the development of their strategic project portfolio. We also assist in entering new market segments, the strategic development of the product portfolio and entering into successful strategic partnerships. The focus is always on the successful implementation and translation of the initiatives into P&L.

  • Organizational transformation

    Based on the company-specific challenges, we accompany the organizational development of our clients. Alignment with changing regulatory frameworks, the need to drive the digital agenda and innovation, and the imperative agilization of the organization are our primary areas of support. In addition, we support strategic decisions on internal vertical integration through intelligent sourcing solutions as part of organizational transformation.

  • Business model innovation

    Changing customer behaviour, the development speed of new technologies and blockchain applications, and even the decentralization of the financial system are shifting profit pools. This leads to previously unknown changes in the market structure. Traditional providers must not only deal with these future scenarios, but also further develop their own business model at an early stage through targeted innovations and build up relevant competencies.

  • Performance Improvement

    The ongoing transformation of the industry requires high investments from all market participants. A consistent and continuous increase in organizational and process efficiency are elementary prerequisites for allocating available resources in a future-oriented manner. Our collaborative approach to performance improvement has proven itself in the market. We also work with our cliens in entrepreneurial pricing models.