Banking, Insurance & Financial services

Companies in this industry are engaged in a general process of transformation and revolution, barriers fall, uncertainty and complexity increase, changing needs. What has never changed is the awareness that we always have to deal with the dreams of our Clients (Families, Individuals and Companies).

The boundaries between banks and insurance are increasingly blurred, and the breadth of the organizational forms of the players in the Insurance & Financial Services industry is inspired by and dialogues between Fintech and more traditional forms of customer service. The bet on the future is in the direction of a relationship with the Customer that includes, to varying degrees, digital and analog aspects.

The organizational aspects that follow must be accompanied by forms of support for change for people, in order to maximize the harmony between the direction of business evolution and the effective participation of the workforce.

The challenges of the industry therefore concern the ability to have the confidence to provide a sufficiently large portfolio of solutions to include the right products for each customer and the certainty to guarantee the correct profitability over time:

  • Digitization
  • Sustainability
  • Innovation
  • Efficiency and productivity
  • New organizational models and leadership styles
  • Planning and implementation of competitive strategies, entry of new competitors, regulatory developments
  • Potential development of people

Expert advice

In recent years, Lenovys has focused on customers in the Banking, Insurance and Financial Services industries, building a dedicated team of consultants and industry experts.

Many testimonies

We bring experience of management, transformation and performance improvement projects in different areas with some of the most relevant brands and companies in the industry.

Vertical expertise

Our specific content provides the customer with a set of vertical skills, typical of the reference industry, that mark our approach as unique in the industry (Core Industry).

Best Practice

We believe that contamination and benchmarking are the way to excel in all cross-cutting issues. For this reason, our Competence Centers enable and support the search for Best Practices (Cross Industries).

Services dedicated to the Banking, Insurance & Financial services industry

Lenovys has gained experience, with dedicated services, supporting its clients in the following areas:

Credit

  • Certification of skills (Credit & Sales Network)
  • Start-up analysis
  • Integrated Commercial Management of the Credit Process
  • ESG

Advice

  • Mass Market
  • Personal Banking / Private Banking
  • Small Business / Corporate
  • Distribution models
  • Orientation to the internal customer
  • Customer Experience

Compliance

  • Trasparency
  • Market Abuse
  • Mifid
  • IVASS
  • GDPR (data protection)

Finance

  • Portfolio Management
  • Economic Psychology
  • Investment & Protection integration models
  • Advice 360°

Contacts

Giorgio Ballotta

Director

Giorgio Ballotta, ICF certified coach, has professional experience in both the public and private sectors, mainly in telecommunications and finance. In consulting since 2017, first with Achieve Italia, and since 2022 is in Lenovys.

He is specialized in the Banking & Insurance client’s industry and has key competences in Customer Satisfaction, Business Intelligence, Customer Recovery, Organizational Development, Change Management, Professional Development, Training, Performance Assessment Systems, Coaching, Mentoring, Incentive Systems and HR Management.

In 2001 he joined the Unicredit Group (Rolo Banca 1473) as Head of Training and Professional Development and has assumed increasingly important roles in HR, Customer Satisfaction and the Retail division of the group until 2017.

He has a solid background in human resources, with a focus on Change Management in business integration and organizational changes.

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