Creating the strategic marketing plan for a global private bank and wealth manager

One of the leading global private banks has been concerned about the “silo” approach to marketing strategy planning and execution across regions. We developed a consistent framework to apply across each regional marketing plan starting with customer needs and varying business objectives and evaluating the marketing mix and allocations accordingly.

We worked with the regional marketing teams in completing their plans in accordance with the framework, which highlighted gaps and opportunities to optimize marketing mix and also enabled cross-sharing of best practices.