Mathias and Co. works with banks and professional service firms to transform the way they manage their strategic client relationships.

Each program is tailored to the size, product set, stage of evolution and ambition of the firm.

However, most of our programs comprise the following three components:

Client Strategy Validating that the firm's market proposition is aligned with its capital, capabilities and, most importantly, its clients' requirements.

Client Relationship Methodology Embedding within the firm a practical methodology for optimising the long-term profitability of the firm's strategic relationships.

Implementation Selecting, customizing and implementing appropriate technologies to scale the program, to increase sales-force productivity and to institutionalize client management processes as a competency in the firm.