​Financial Services – Enterprise Business Transformation

Empowering the Financial Services industry with tailored consultancy solutions for sustainable growth.

An Introduction To Our Financial Services Platform

Modus Business Transformation Core Modules

Building, Driving and Sustaining your Business Transformation and embedding a 'Transformation As Usual' platform.

01 - Business Model Management - Manage and Adapt

Manage and Adapt
Our Business Model Management Hub is a comprehensive solution designed to help you set up and analyze your current and future business models, covering critical aspects like markets, customers, products, and services. It is crucial for maintaining a competitive edge in today’s dynamic business environment.

Key Features & Benefits: 

  • 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.

Importance:

  • 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. 

02 - The Value Chain Modeler - Manage and Adapt

Manage and Adapt
Our Value Chain Modeler is a powerful tool designed to help you understand and optimize your entire business model by mapping out every touchpoint in your end-to-end value chain. It enables you to articulate, illustrate, and plan for sustainable business growth.

Key Features & Benefits:

  • 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. 

Importance:

  • 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.

03- The Operating Model - Organize and Sustain

Our Operating Model is designed to help you define, capture, and visualize your operational processes and activities, creating a 'living' process knowledge hub known as the Ways of Working Centre of Excellence.

Key Features:

  • 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. 

Importance:

  • 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.  

04 - The Transformation Assets and Portfolio Module - Discover and Transform

Discover and Transform
Our Transformation Assets and Portfolio Module is designed to help you successfully execute and deliver your transformation vision using a comprehensive library of pre-defined templates and methods.

Key Features & Benefits:

  • 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.

Importance:

  • 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.

05 - Organizational Change Management - Unite and Thrive

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

Key Features & Benefits:

  • Change Management Office: Centralizes and oversees all change initiatives to ensure alignment and effectiveness.

  • Comms Management Office: Manages communication strategies to keep everyone informed and engaged.

  • Organizational Design Management Office: Develops and optimizes organizational structures for better efficiency and adaptability.

  • Leadership Development Practices: Strengthens leadership capabilities to drive and sustain change.

  • Change Workbench: Provides tools and resources for planning, executing,
    and monitoring change activities.

  • Adoption and Course Correct: Ensures change is fully adopted and makes adjustments as necessary for continuous improvement.

  • Training and Launch Academy: Delivers comprehensive training programs to prepare employees for new roles and processes. 

Importance:

  • Effective Change Adoption: Ensures changes are fully integrated and accepted within the organization.

  • Enhanced Communication: Keeps all stakeholders informed and engaged throughout the change process.

  • Optimized Structures: Develops efficient and adaptable organizational structures.

  • Leadership Empowerment: Builds strong leadership to guide and support change initiatives.

  • Continuous Improvement: Monitors and adjusts change strategies to ensure ongoing success.

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

06 - Engagement Hub - Share and Guide

Share and Guide

Our Engagement Hub centralizes all communication and resources related to transformation, providing a unified platform for sharing information and guiding teams through the change process. 

Key Features:

  • Centralize Transformation Comms: Consolidates all transformation-related communications for easy access and management.

  • Latest News: Keeps everyone updated with the most recent developments and updates.

  • Poll Surveys: Gathers feedback and insights from teams through regular surveys.

  • Transformation Team Areas: Dedicated spaces for transformation teams to collaborate and share resources.

  • Business Team Areas: Provides specific areas for business teams to access relevant transformation information.

  • Calendar Roadmaps: Visualize and manage key transformation milestones and events.

  • Language Capability: Supports multiple languages to ensure inclusivity and understanding across global teams.

  • Transformation and Change Alerting: Sends real-time alerts to keep everyone informed about critical changes and updates. 

Importance:

  • 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.

  • Transformation As Usual Capability Model

  • Individual and Team Capability Development