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Financial Institutions

The Atheneum Executive Network™ encompasses renowned professionals specialized in the Financial Institutions Industry, ranging from C-Level financial officers and bankers to managers in all of the complementary functions that contribute to the performance of these institutions. With nearly 7,000 career banking, credit union, pension fund, investment and insurance executives plus strategic alliances with distinguished organizations and advisory boards, Atheneum Partners’ dedicated team of professionals provides clients with unmatched access to the most current and comprehensive intelligence in the Financial Institutions Industry.

Atheneum Partners has an impressive track record in supporting investment and innovation opportunities in the areas of banking, diversified financial services, insurance and real estate, including private and public companies and institutions. Through consultations with leading experts, Atheneum Partners plays a key role in helping clients to: understand the impact of financial regulation and volatility worldwide, develop and diversify product portfolios, acquire best practices in cost and resource allocation, identify main drivers and barriers to market penetration, evaluate regulatory changes, and devise optimal marketing techniques to reach specific market segments.

Specific examples of the market intelligence Atheneum Partners has supplied include:

  • Elucidating the Euro crisis for a leading hedge fund by connecting the client with top profiles in the German Bundestag, the European Commission, and other European parliamentarians.
  • Engaging CFOs, Financial Directors, Managing Partners and Economists to support a study by an American consulting company of the financing of the Health Care Industry in Europe to evaluate the entry of a foreign financier.
  • Presenting a consulting firm in Israel with a panel of 15 specialists worldwide who were able to provide expertise on optimal allocation of costs and revenues among the various business units of a bank. The panel included: Executives in Financial Planning and Reporting, Chief Operations Officers, Chief Technology Officers, and Heads of Enterprise Risk Management and Corporate Strategy.
  • Supporting the assessment of the pros and cons of various go-to-market strategies for selling insurance in the Middle East on behalf of a German venture capital firm. Atheneum Partners supplied Marketing Directors, Heads of Sales and Senior Managers from targeted organizations and arranged an exclusive meeting with the Vice President of a key insurance company.
  • Engaging 45 Key Opinion Leaders, Chief Financial Officers, Group Leaders of Treasury and senior members in Corporate Finance to bolster a market study of a global management consultancy based in Germany regarding German commercial banking products.

 “We work with Atheneum Partners each time we are assessing a deal in Europe or Asia and need to conduct expert interviews. In our last initiative, Atheneum connected us with CFOs across Europe in 5 business days.”

Managing Partner, Consulting Firm, USA


“We found Atheneum Partners’ services to be extremely flexible and accommodating to our needs. Their team kept us fully informed of developments throughout the project and delivered before schedule.”

Director, Real Estate Private Equity Firm, France


 
 
 
 
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