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Solutions
Managing Relationships with Financial Institutions
Mathias and Co works with senior sales and market heads at global service firms to help them build stronger, more profitable strategic client relationships. Our solutions are targeted at the people who actually cover clients on a daily basis and who have the responsibility of developing and implementing client strategies.
We offer a suite of integrated solutions designed to address the full lifecycle of client relationship management — from profiling and strategy through to methodology, measurement, and advisory support.
A structured programme for building and sustaining high-value client relationships. Covers client profiling, wallet dimensioning, service team alignment, and relationship economics.
Helps firms define and execute a client strategy that drives revenue and margin growth. Includes benchmarking, validation, and a unique approach to identifying the right long-term client portfolio.
The Mathias Client Relationship Methodology — a proven, step-by-step framework covering the 11 core components of world-class client relationship management.
A 90-day A-to-Z advisory programme that embeds the Mathias methodology directly into your organisation. Available from €25,000 to €500,000 depending on scope.
Mathias Client Relationship Methodology — Outline Summary
- 1.Developing a Client Profilemore
- 2.Dimensioning the Walletmore
- 3.Defining your Client Service Team (CST)more
- 4.Setting Critical Account Objectives (CAO's) for the overall Client Service Team
- 5.Translating C.A.O. into marketing activity
- 6.Using client management technologies to develop superior insight and ideas
- 7.Focusing the Client Service Team on the Major Wallet/Retention of Business and Repeat Transactions
- 8.Relationship economics
- 9.Preparing for the annual relationship reviews - and the Relationship Cycle
- 10.Building Institutionalised Relationships
- 11.Personal Accountability