Financial Services –
Enterprise Business Transformation
Driving financial success with innovative, tech-powered solutions
An Introduction To Our
Financial Services Platform
Building, driving and sustaining your Transformation processes across your Financial Organisation
Unlock Business Transformation through our Transformation Intelligence Framework
Business Model Management Hub
- Business Model Management: Define and refine your business models to align with market demands and organizational goals.
- Business Transformation Survey: Gain insights into your transformation readiness and identify areas for improvement.
- Transformation Strategy Hub: Develop and execute a robust transformation strategy to ensure seamless adaptation to market changes.
- Drive Efficiency: Streamline your business processes and improve operational efficiency.
- Enhance Competitiveness: Stay ahead of the competition by constantly adapting to market trends and customer needs.
- Support Growth: Facilitate sustainable growth through strategic planning and effective business model management.
- Strategic Alignment: Ensures your business models are in sync with your strategic objectives, enhancing overall business coherence.
- Market Responsiveness: Enables quick adaptation to market trends and customer needs, keeping your business agile and competitive.
- Comprehensive Analysis: Provides tools for in-depth analysis of various business aspects, helping identify opportunities for growth and improvement.
- Informed Decision-Making: Facilitates data-driven decisions with detailed insights into business performance and transformation progress.
- Enhanced Efficiency: Streamlines the process of managing and adapting business models, saving time and resources.
The Value Chain Modeler
Key Features:
- Value Chain Analysis: Provides detailed insights into every segment of your value chain. Identifies opportunities for improvement and innovation.
- Value Chain Surveys: Assess the effectiveness of your current value chain. Gather data to inform strategic decisions.
- Target Operating Model: Develop a future-state operating model aligned with your strategic goals. Plan and implement changes to achieve desired outcomes.
Benefits
- Optimize Operations: Streamline processes to enhance productivity and reduce costs.
- Drive Growth: Identify and act on opportunities for business growth and innovation.
- Ensure Strategic Alignment: Align value chain activities with overall business strategy.
- Enhance Visibility: Gain a comprehensive view of your end-to-end value chain.
- Value Chain Analysis: Gain a comprehensive view of your business processes, identifying key areas for improvement and efficiency.
- Value Chain Surveys: Collect valuable data to understand the performance and effectiveness of each segment of your value chain.
- Target Operating Model: Develop and implement a strategic operating model that aligns with your business goals and market demands.
- Improved Efficiency & Cost Reduction : Identifies areas of waste and inefficiencies andHelps streamline operations to reduce costs.
- Competitive Advantage : Enhances value creation for customers Differentiates a company from its competitors.
- Better Decision-Making : Provides a structured approach to analyze business functions Helps allocate resources effectively.
- Holistic Understanding: Provides a complete picture of your business operations, ensuring no aspect is overlooked.
- Strategic Planning: Helps you plan and execute growth strategies based on detailed value chain insights.
- Operational Efficiency: Identifies inefficiencies and bottlenecks, enabling you to streamline operations and reduce costs.
- Informed Decision-Making: Facilitates data-driven decisions by offering clear, actionable insights into your value chain.
- Sustainable Growth: Supports long-term business growth by aligning operational activities with strategic objectives.
The Operating Model
Key Features:
- TOM and Operating Model Design: Develop a target operating model aligned with strategic goals. Design operational processes for efficiency and effectiveness.
- Operating Model Components: Capture and manage all essential elements of your operating model. Ensure seamless integration and alignment.
- Product and Services Value System Design: Define value systems for products and services. Optimize value delivery to customers.
- Customer Experience Design (CX): Design customer-centric processes to enhance experience. Align operations with customer needs and expectations.
- Business Role and Skill Based Design: Define roles and required skills for effective operations. Support continuous learning and development.
- Process Support Office: Manage a 'living' process knowledge hub. Ensure ongoing optimization and excellence.
Benefits
- Drive Growth: Identify and act on opportunities for business growth and innovation.
- Ensure Strategic Alignment: Align value chain activities with overall business strategy.
- Enhance Visibility: Gain a comprehensive view of your end-to-end value chain.
- Optimize Operations: Streamline processes to enhance productivity and reduce costs.
- TOM and Operating Model Design: Develop and refine your Target Operating Model (TOM) to align with strategic objectives.
- Operating Model Components: Integrate essential components for seamless operational efficiency.
- Product and Services Value System Design: Optimize the value system for your products and services to enhance delivery and performance.
- Customer Experience Design (CX): Improve customer satisfaction through strategic CX design.
- Business Role and Skill Based Design: Define roles and develop skills to match business needs.
- Process Support Office: Provide ongoing support and maintenance for process management.
- Organize Operations: Clearly define and manage all operational processes and activities.
- Sustain Efficiency: Keep your operations running smoothly with a 'living' knowledge hub.
- Drive Continuous Improvement: Use the Operating Model to identify and implement ongoing improvements.
- Comprehensive Organization: Ensures all operational processes are well-organized and aligned with business goals.
- Sustainable Operations: Maintains a dynamic and adaptive operational framework, keeping processes current and effective.
- Enhanced Efficiency: Streamlines operations by visualizing and managing all components of the operating model.
- Continuous Improvement: Acts as an ongoing training guide, facilitating continuous learning and development.
- Improved Customer Experience: Enhances customer satisfaction through well-designed service and experience frameworks.
The Transformation Assets and Portfolio Module
Key Features:
- Portfolio Dashboard: Offers centralized visibility of transformation requirements, prioritization, and control of projects through various phases and gates. Supports fluid, agile project management and integrates with business and operating models.
- Automated Project Management: Deploys project templates and automates reporting, ensuring that all project details are identified, managed, and reported continuously.
Benefits
- Optimize Operations: Streamline processes to enhance productivity and reduce costs.
- Drive Growth: Identify and act on opportunities for business growth and innovation.
- Ensure Strategic Alignment: Align value chain activities with overall business strategy.
- Enhance Visibility: Gain a comprehensive view of your end-to-end value chain.
- Portfolio Management Office: Centralize and manage all transformation projects and initiatives.
- Pillar/Initiative Management Office: Focus on specific transformation pillars and initiatives for targeted impact.
- Program Management Office: Oversee and coordinate multiple related projects to achieve strategic objectives.
- Project Management Office: Manage individual projects effectively to ensure successful delivery.
- Project Support Office (or Virtual PMO): Provide ongoing support and resources for project management.
- Change Management: Facilitate and manage organizational change.
- Personal Development Assessments: Evaluate and develop team skills.
- Training Management: Provide training to support transformation.
- Organizational Design Management: Design and refine organizational structures.
- Transformation Review: Regularly review and assess transformation progress.
- Optimization and Governance: Continuously optimize and govern transformation efforts.
- Comprehensive Support: Provides all the tools and resources needed for successful transformation.
- Centralized Management: Centralizes management of all transformation activities for better control and oversight.
- Efficient Execution: Streamlines the execution of transformation projects with pre-defined templates and methods.
- Sustainable Transformation: Ensures that transformation efforts are sustainable and aligned with business goals.
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Organizational Change Management
Key Features:
- Change Management Office: Centralises change initiatives and ensures effective implementation.
- Comms Management Office: Manages all communication strategies related to change.
- Organizational Design Management Office: Designs and manages the organisational structure and roles.
- Leadership Development Practices: Develops leadership skills to guide the organisation through change.
- Change Workbench: Provides tools and resources for managing change processes.
- Adoption and Course Correct: Ensures full adoption of changes and allows for adjustments as needed.
- Training and Launch Academy: Offers training programs to support change initiatives and ensure smooth launches.
Benefits
- Unite and Thrive: Foster a unified approach to change that ensures everyone in the organization is engaged and aligned.
- Ensure Adoption: Drive full adoption of change initiatives to maximize their impact.
- Build Skills: Develop essential skills at all levels to support ongoing change.
- Support Continuous Improvement: Enable continuous learning and improvement through structured training and development programs.
- Change Management Office: Centralizes and oversees all change initiatives to ensure alignment and effectiveness.
- Change Workbench: Provides tools and resources for planning, executing, and monitoring change activities.
- Comms Management Office: Manages communication strategies to keep everyone informed and engaged.
- Adoption and Course Correct: Ensures change is fully adopted and makes adjustments as necessary for continuous improvement.
- Organizational Design Management Office: Develops and optimizes organizational structures for better efficiency and adaptability.
- Training and Launch Academy: Delivers comprehensive training programs to prepare employees for new roles and processes.
- Leadership Development Practices: Strengthens leadership capabilities to drive and sustain change.
- Unite the Organization: Engage and align all levels of the organization with the change vision.
- Thrive Through Change: Build resilience and adaptability to thrive in a changing environment.
- Develop Skills: Enhance the skills and capabilities of your workforce to support ongoing transformation.
- Effective Change Adoption: Ensures changes are fully integrated and accepted within the organization.
- Leadership Empowerment: Builds strong leadership to guide and support change initiatives.
- Enhanced Communication: Keeps all stakeholders informed and engaged throughout the change process.
- Continuous Improvement: Monitors and adjusts change strategies to ensure ongoing success.
- Optimized Structures: Develops efficient and adaptable organizational structures.
Engagement Hub
Key Features:
- Centralize Transformation Comms: Streamlines all transformation-related communications in one place.
- Latest News: Provides updates on the latest developments and news related to transformation.
- Poll Surveys: Conducts surveys to gather feedback and insights from the team.
- Transformation Team Areas: Dedicated spaces for transformation teams to collaborate and share information.
- Business Team Areas: Areas for business teams to stay informed and involved in the transformation process.
- Calendar Roadmaps: Visualizes key milestones and timelines for transformation projects.
- Language Capability: Supports multiple languages to ensure inclusivity and clear communication.
- Transformation and Change Alerting: Sends alerts and notifications to keep everyone updated on important changes and developments.
Benefits
- Share and Guide: Keep all teams informed and aligned throughout the transformation journey.
- Enhance Collaboration: Foster better collaboration between transformation and business teams.
- Ensure Transparency: Maintain clear and consistent communication to avoid misunderstandings.
- Support Inclusivity: Provide information in multiple languages to ensure everyone is on the same page.
- Centralize Transformation Comms: Consolidates all transformation-related communications for easy access and management.
- Business Team Areas: Provides specific areas for business teams to access relevant transformation information.
- Latest News: Keeps everyone updated with the most recent developments and updates.
- Calendar Roadmaps: Visualize and manage key transformation milestones and events.
- Poll Surveys: Gathers feedback and insights from teams through regular surveys.
- Language Capability: Supports multiple languages to ensure inclusivity and understanding across global teams.
- Transformation Team Areas: Dedicated spaces for transformation teams to collaborate and share resources.
- Transformation and Change Alerting: Sends real-time alerts to keep everyone informed about critical changes and updates.
- Unified Communication: Centralizes all communication efforts, ensuring everyone is on the same page.
- Enhanced Collaboration: Facilitates better teamwork and collaboration across departments.
- Timely Updates: Keeps all stakeholders informed with the latest news and alerts.
- Global Reach: Supports multilingual teams, ensuring clear communication across different regions.
- Improved Engagement: Engages teams through surveys and dedicated spaces, fostering a sense of inclusion and participation.
- Unified Communication: Ensures all stakeholders have access to consistent and up-to-date information.
- Enhanced Collaboration: Facilitates teamwork and collaboration through dedicated areas for different teams.
- Effective Feedback: Enables continuous improvement by collecting feedback through surveys.
- Global Reach: Supports diverse teams with language capabilities, ensuring clear communication.
- Proactive Management: Keeps everyone on track with calendar roadmaps and real-time alerts.
Modus ETP
Empowering Transformation with Modus ETP's Core Components, integrated tools designed to enhance strategic alignment, operational efficiency, and sustainable change management across complex, multi-layered enterprises.
Read MoreModus Business Transformation & Core Modules

Strategy Management Modeller
Embrace the Business Model Management Hub to navigate and thrive in the ever-evolving business landscape with confidence and clarity.

The Value Chain Modeler
Harness the power of the Value Chain Modeler to drive your business forward with clarity, precision, and confidence.

The Operating Model Workbench
Utilize the Operating Model to keep your business operations organized, efficient, and adaptable, ensuring long-term success and growth.

The Portfolio Management Workbench
Leverage the Transformation Assets and Portfolio Module to drive successful and sustainable business transformations with clarity and efficiency.

The Change Management Workbench
Utilize the Organizational Change Management module to unite your team and thrive through effective, sustainable change.

The Organizational Development Workbench
Utilize the Engagement Hub to streamline your communication, enhance team collaboration, and guide your organization through successful transformations.
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