SWISS PRIVATE BANK
Business Development for a Trading Platform
A Swiss private bank introduced a digital FX trading platform to modernize its foreign exchange business, replacing traditional trading with an electronic solution for institutional clients.
INDUSTRY
Financial Services
DURATION
1.5 years
CAPABILITIES
Business Development
Go-to-Market Strategy
Challenge
The bank sought to transition from traditional phone-based FX trading to a digital platform, requiring both a reliable product and a new approach to engaging prospective clients.
Introducing the platform to the market required a thorough understanding of its functionality, clearly defined target segments and effective client acquisition activities.
Contribution
Evaluated platform functionality in collaboration with the external software provider, developing an in-depth understanding of the product and its capabilities.
Developed the go-to-market strategy, identified target client segments and selected prospective clients.
Conducted client outreach and participated in client meetings to introduce the platform and explore business opportunities.
Outcome
Supported the commercial introduction of the FX trading platform through a targeted go-to-market approach, product expertise and direct engagement with prospective clients.
Supported the commercial introduction of the FX trading platform through a targeted go-to-market strategy, in-depth product knowledge and direct engagement with prospective clients.