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.