Mathias Client Advisor

Our work is typically focused on large, global institutions. However, Mathias Client Advisor (MCA) is a 90-day, 'A-Z' client management program specifically designed by Mathias and Co for middle market banks and professional service firms.

It was developed in response to enquiries from middle market clients with 50-500 client coverage professionals who wanted to adopt the Mathias methodology used by global banks - but in a packaged product that reduced the cost and timeframe of programs Mathias and Co had completed for global wholesale banks.

The MCA program costs from €25,000 to €500,000 depending on the number of coverage professionals and product areas included in your organization. Included in the program deliverables is a Microsoft .NET enterprise software application designed by Mathias consultants to support the workflows of the Mathias Advisory Selling process.

Key Features of the MCA Program

• Advisory Selling methodology comprising 22 workflows
• Account Plan Synopsis
• Dynamic Client & Sector Profiles
• eLearning & Coaching Modules
• Reporting Dashboards
• Ten days inclusive implementation consulting by Mathias and Co Consultants

For more information about the MCA program please select one of the links below: