2. /
  3. Industries
  4. /
  5. Financial Services
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  7. Business Transformation
  8. /
  9. Transformation Management


The ability to be able to change is one of the most important characteristics of a company in order to operate sustainably and successfully in the market.
We help you to analyze and evaluate your strategic plans in detail and to prepare them for implementation by creating a detailed implementation plan.

Your challenges

You want to effectively and efficiently implement a defined corporate, divisional or thematic strategy using selected strategic initiatives and innovatively change your business model in line with market conditions. You want to understand the exact impact of your individual strategic initiatives on your business and operational model and current IT architecture, and estimate the implementation effort required.

Examples of strategic initiatives:


product launch
Market entry / exit
(also in combination with license application or connection to new platform)


Carve-out, integration or restructuring of business units or functions


Introduction / exchange of (core bank, risk or IKS) systems / models
Digitization, Robot Process Automation or Artificial Intelligence


New / amended directives, ordinances or laws

Our offer

EXXETA Transformation Management supports you on the path towards successful transformation. First, we analyse the current situation to identify the strategic and operational fields of action and the critical factors for success. We analyse your business and IT strategy, your processes and organisation, as well as your IT architecture and IT governance. Finally, we prepare an overview of the “big picture” and define recommendations for further action. The current situation is analysed in order to ensure a common understanding of the transformation process by all stakeholders. We then specify the approach in the form of a roadmap using a detailed evaluation and recommendation process. Benefit from the introduction of best established practices for known challenges and from our innovative and creative approach to new issues.

Detailed impact analysis and development of implementation plans for strategic initiatives

Starting position for strategic initiative

  • Recapitulation of strategic/operational pressure to act for strategic initiative
  • Identification of critical success factors

Analysis of the impact of the strategic initiative and gap analysis

Strategy and business model

  • Strategic orientation and goals
  • Differentiation and positioning in competition
  • Product / service portfolio, target customers and markets
  • Sales organisation

Analysis of the impact of the strategic initiative and gap analysis

Operating model, IT infrastructure and resources

  • Organization, functions and interfaces
  • Locations, resources and employees
  • Value chain / core processes
  • IT architecture (incl. databases & models)
  • Risk Management & Control Systems
  • Governance & supervision rules

Development of implementation planning (plan, roadmap and business case)

  • Combination of analysis results and derivation of recommendations for action
  • Creation of management decision templates
  • Development of implementation plan, roadmap and business case

Your benefits

Benefit from our proven consulting approach. Together with you, we develop and define the necessary steps towards a value-oriented transformation. With innovative concepts, we achieve a sustainable increase in value and a future-proof, agile organization.

Our team members have accompanied a variety of transformation initiatives throughout the banking sector, from organizationally driven initiatives (bank start-ups, integration/ spin-off and restructuring of business units) to regulatory initiatives (MiFID II/ MiFIR, PRIIPs, GDPR). Our managers are actively involved in consulting, sparring and quality roles throughout the entire process.

Get in touch

Get in touch

Sabina Salkic


+49 173 7480099


Get in touch

Christoph Kaiser


+49 172 7681687