Consulting services for sustainable transformation | Strategic Thinking - Milon Gupta

Roles and Interfaces Workshop for Regional Financial Institutions

Cross-functional initiatives in financial institutions often fail not because of a lack of ideas, but because of unclear roles, long coordination paths, and inconsistent responsibilities. Especially in transformation topics such as AI, sustainability, or strategic change initiatives in general, interface problems quickly arise between market, market follow-up, risk management, IT, and governance functions.

The workshop creates greater clarity here in a short period of time. Roles, decision paths, and interfaces are jointly structured in such a way that a robust responsibility logic emerges.

Your concrete benefit

The workshop helps you to:

  • clarify responsibilities more bindingly
  • reduce coordination losses
  • bring about decisions more quickly
  • build a robust governance structure for strategic initiatives

The result is an immediately usable responsibility matrix as a working basis.

Scope of services

  • two-hour preliminary discussion
  • half-day workshop
  • RACI matrix
  • action log

Price

€ 2,800 plus travel expenses and VAT

Next Step

Do you have any questions? Would you like a quote?

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