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Investment and Wholesale Banking

Global Wholesale Bank Global Wholesale Bank I
A universal bank, was creating a global wholesale bank around 1,000+ corporates and financial institutions, each of which operated in multiple geographies.

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Global Wholesale Bank Global Wholesale Bank II
A key objective of the new group was profitable management of its global clients. The bank's strategy to achieve this objective was to create efficient and knowledgeable client teams to manage these relationships.

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Northern European Bank Northern European Bank
A mid-size investment bank in Northern Europe effecting a transition from state-controlled, long-term lending bank to a well established merchant bank in its target territories.

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Global Investment Bank Global Investment Bank
Design and implementation of the relationship review process for the top 100 clients globally.

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Transaction Banking

European Cash Management Bank European Cash Management Bank
Deployed a client relationship management system to 18 countries. The sales data captured was also used to calculate compensation for the sales force.

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Global Wholesale Bank Global Wholesale Bank III
In 2004, a major global bank engaged Mathias and Co to effect a shift in the mindset of its sales force with regards to Strategic Account Planning by introducing a workflow-based process reflecting best practices and encouraging best behaviours.

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Law and Accounting

Global Accounting Firm Global Accounting Firm
The firm's objective was to leverage the audit relationship with the client into a broader set of advisory services. Advisory revenues doubled over a 4 year period.

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Information Technology

Global Technology Company Global Technology Company
Trained client service teams to manage the transition from selling products to selling services.

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Business Services

Raw Materials Company Raw Materials Company
A decline in commodity prices reduced margins. The company's strategy was to enable the sales force to sell more product by differentiating it with specialized services that local competitors could not provide.

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