Customer Centricity

Customer Centricity

Covid had driven the company to change how they served customers, both on site and via delivery – resulting in a significant increase in the amount of customer level data being generated and captured.

Investment bank vendor selection

Investment Bank

The bank were going through a significant customer management transformation, due to the nature of the customer base (all high value) customers were traditionally managed through personal relationships and excel workbooks.

Assessment and recruitment of a CVM team

Assessment and recruitment of a CVM team

Our utilities client was going through a period of significant change. Director of Data & Insight was leaving the organisation and senior level guidance was required to define the Customer Value Management (CVM) operating model

Leadership Team Design & Exec Search

Leading Insurance

The new CDO (Chief Data Officer) at our client needed to re-design his existing operating model, to better support the demands of the business from the data team

CRM Assess, Select, and Deliver

Fine Wines and Spirits

As part of a focused effort to improve customer technology across the organisation, our client had identified replacement of an old and unsuitable sales and service CRM as a key area for change, alongside eCommerce and some smaller point solutions such as preference and permissions management.