We have just released Developing a Financial Services Strategy Proposal (109 SLIDES). It is accessible within the Strategy Control Room, Advanced Level.

This winning proposal template/example is unique. The goal was to impress the private equity firm which had purchased the retailer, and serve as their advisor rather than working for the retailer, which was planning an expansion into financial services. The proposal, which is detailed and research-intensive, was meant to help the PE executives who sat on the retailer’s board understand that what they were proposing could be repeated across the continent. 

While our primary focus is on retail banking integration, the frameworks and methodologies presented here can be adapted to analyze any retail-based service integration strategy. We will outline how to grow financial services to 50% of revenue across a consumer base of the client.

The objective is to grow the business while increasing returns and managing risk sustainably and present it in a structured, approachable manner that any business leader can understand and apply.

This will serve as an anchor study alongside other transformational business cases within our knowledge management system, which, based on a lot of requests, was made accessible to our clients via the Strategy Control Room Advanced.

The study shows how to analyze market opportunities, manage risks, and scale operations while maintaining sustainable growth, which is fundamental to any major business transformation.

This proposal breaks down the process into manageable, actionable steps. It’s designed to be valuable not just for those in financial services but for anyone interested in understanding how to successfully integrate new service lines into existing business models.

HOW TO FIND DEVELOPING A FINANCIAL SERVICES STRATEGY PROPOSAL:

1. Log in to The Strategy Control Room, Advanced Level, membership area.
2. See the “PROPOSALS” dropdown.
3. Select “Developing a Financial Services Strategy Proposal.”

4. The Developing a Financial Services Strategy Proposal consists of 109 slides.

If you are The Strategy Control Room, Advanced Level, member, here is the direct link to this particular update.

If you joined an Advanced Level of the Strategy Control Room today, you would find the most powerful strategy, problem-solving, consulting, and results-oriented leadership reading library in the world. The resources include:

• Michael’s explanation slides for selected programs on StrategyTraining.com
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• Corporate Training Center of Excellence
• One-Week Immersion: Consulting Onboarding / Consulting Mastery Center of Excellence
• 32 proposals
• Flipcharts
• Layout guides
• 17 strategy and problem-solving books which we do not make available anywhere else
• 2 brand new strategy and problem-solving books just released and not available anywhere else
• 11 book drafts never before available and not available anywhere else
• Case interview materials for Felix, Rafik, Samantha, and Sanjeev, case interview exhibits, case interview solutions
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• Strategy maps
• And more

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Take this opportunity to invest in yourself and your future. StrategyTraining.com resources can be transformative for your career, but it’s up to you to make time to study the resources and focus on quick integration. If you have any questions or need further assistance, please don’t hesitate to reach out to us at [email protected].