Consultancy Services

Swapskills’ past projects include:

  • Assisting with the establishment of derivative sales groups (structure, business plan and personnel strategy)
  • Acting as interim Head of Derivative Sales while restructuring the team
  • Implementing improvements to enhance cross-selling and opportunity spotting skills among the Relationship Managers
  • Reviewing KPIs among front office and Credit to deliver more successful Treasury Sales
  • Identifying internal “problem points” that were hindering Treasury Sales
  • Conducting internal surveys and interviews to isolate and then remove road blocks to increased revenues
  • Making account plans more relevant and actionable

Consulting projects are always delivered with practical action plans, timelines and milestones.

Swapskills offers consultancy services to financial institutions. We have a successful track record on advising how to improve the cross-selling of value-added Treasury solutions to improve relationship return on capital.

Past projects have included assessing all aspects of a financial institutions from front to back office, to identify bottle necks and to produce viable solutions and action plans.

In some cases, Swapskills has provided interim Sales staff.