BUILD THE LONG TERM WITHOUT NEGLECTING THE CONTINGENT
A multinational bank operating in Chile embarked on a strategic project to enhance core balances from its corporate clients. The primary motivation was to bolster financial stability, liquidity, and overall resilience. Core balances serve as the foundation for efficient cash management, investment opportunities, and sustainable growth.
2019
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GROWTH STRATEGY AND PLANNING
OUR TASK
We carry out a comprehensive diagnosis of the existing balances of your corporate clients, as well as a benchmark with your main competitors, locally and internationally. This analysis assessed customer segment presence, transactional services, and cash management business development capabilities. Based on the findings, we build and recommend a roadmap to develop solutions and capabilities, evaluating revenue generation, associated risks and cost implications.
OUR GOAL
After only a couple of years, the proposed strategy began to show the expected results. Core balances increased across the bank's corporate and SME portfolio, resulting in greater financial stability coming from customers. The segmented approach strengthened customer relationships and the proactive stance helped mitigate liquidity risks during economic fluctuations, generating better positioning in corporate banking in an ultra-competitive market.