Our expertise
CONSULTING
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Strategic support for management
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Business transformation and support for leaders
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Review and improvement of procease
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M& and pintegration islanding (PMI)
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Production of studies (sector studies, comparisons with peers) at European and international level
COLLECTIVE INTELLIGENCE
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Support for innovation initiatives and mis setting up an innovation laboratory
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Animation of creative workshops on a "Design Thinking" approach
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Facilitation of collaborative workshops to support management teams
TRAINING
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Training of sales forces to improve their commercial efficiency for BtB and BtC
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Development of business skills
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Organization and management of sales teams
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Support for the implementation of a commercial strategy
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OVALY is QUALIOPI certified
EXAMPLES OF MISSIONS
For a French Private Bank
of a mutual group
Robo Advisor for discretionary management
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Implementation of a Robo Advisor for retail customers across all of the Group's retail agencies
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Integration of a Management Under Mandate module and modeling of risk profiles
For a large group
French banking
Group Compliance – Financial Crime Oversight
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Global mapping of compliance risk with a Financial Crime focus on an international scope
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Identification of local specificities for Embargo, KYC and AML
For the Investment Bank
of a mutual group
Implementation of the Innovation Hub
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Definition & implementation of the value offer
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Identification of use cases, organization of the open innovation process
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Development of experiments and use cases
For the French subsidiary
of a global player in real estate
Support for the purchase of a French actor
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M&A support for the closing of the operation
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Management of the integration of the target on the perimeters: HR, IT, Legal, Marketing, Business Organization, Communication and Finance
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Research and implementation of synergies (cost reduction plan)
For a reference actor
French Insurance
Development of new offers for funds and the financial sector
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Analysis of demand in the climate risk sector - strategic review
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Structuring of the offer
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Business Development
For the Investment Bank of a mutualist group
augmented banking
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Analysis of commercial activity & supporting tools
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Development of innovative services for sales – next best actions
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Change management to promote adoption and maximize the impact of innovative solutions
For a French actor
reference in Retail
Retail Tour
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Organization of a day of guided tours of the most innovative points of sale in terms of omnichannel, digital, customer experience, services, purchase path, etc.
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Deciphering the trends observed and leading a design thinking workshop in order to imagine and implement solutions adapted to the client's needs
For a leading French banking group in the Market Activities division
Mission Fundamental Review of the Trading Book (FRTB)
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Framework, regulatory impact study (production and certification of ratios) for the FRTB: Internal model, Standard model, Expected Shortfall, VaR, PnL Risk, Income Attribution...
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Review and documentation of existing risk indicator processes and functional optimization recommendations
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Proposal of new target processes for FRTB risk metrics