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The firm

Over 115 consultants specialized in finance serving your business

With a team of more than 115 consultants specialized in finance, Equinox Consulting is today one of the finance industry’s leading business consulting firms.

In 2007, we completed more than 150 different projects in the banking and finance industries.

The top four names in the French banking industry (BNP Paribas, Crédit Agricole, Société Générale, and Caisses d’Epargne) turned to Equinox Consulting for assistance as they faced challenges arising from development, major organizational or operational changes, and regulatory issues.

At Equinox Consulting, our organization is designed to reflect our clients’ needs. For this reason our consultants, all of whom have extensive hands-on project experience, are specialized by business or organizational function.

Equinox consultants possess in-depth knowledge of the following businesses:

• Corporate finance and investment banking (capital markets, asset management, post-trading, etc.)
• General retail banking (personal, business, and corporate)
• International retail banking (fully-owned businesses or joint ventures)
• Specialized financial services (consumer credit, leasing, factoring, etc.)
• Insurance (life, personal, P&C, etc.)

Equinox consultants’ skills cover several organizational functions, including:

• Risk Management
• Finance
• Human Resources
• Marketing

We are continuing to expand our range of consulting services by:

• Introducing the Equinox Strategy service, to provide operational strategy consulting to top management
• Diversifying into other industries (e.g., through a partnership with Cepheid Consulting in the telecommunications industry)
• Opening a new European branch, Equinox Consulting Spain, in 2007

The Equinox Consulting offering covers all four business consulting fields.

Strategy

• Strategic planning and competitive positioning
• Medium-term corporate strategies
• Corporate governance
• Crisis management
• SWOT analyses
• CRM strategies
• Retail location strategies
• Acquisition targets and due diligence

Organizations
and processes

• Business restructuring and process re-engineering
• Outsourcing, business consolidation, and knowledge transfer
• Performance assessments
• Resource allocation
• Cost-based management (e.g., ABC)
• Merger and partnership planning and implementation
• Operational effectiveness (Six Sigma)

Project management

• Merger and partnership management
• Budget preparation and tracking
• Costing and workload assessments
• Project scheduling and task allocation
• Project reports and alerts
• Training for specific disciplines
• Communication plans

Change
Management
and HR

• Major organizational transformations: acquisitions; partnerships; turnarounds; restructurings; expansions; etc.
• HR department improvements: organizational performance assessments; HRIS and decision support software rollouts; process overhauls and standardization; cost and business comparisons; etc.
• Assistance organizing executive seminars, management conferences, sales conventions, etc.
• Implementation of major changes in procedures and company culture during restructuring

Information systems

• Global IT system architecture and planning
• Assistance selecting the optimal system
• Service and process innovations
• Project management support, including scoping, specifications, user acceptance testing, and rollout
• Workaround solutions and procedures
• Software training