For a better world with a digital mindset
Management
Advisory
We have extensive experience in all Management disciplines with focus on General,
IT and Operations Management.
Investment &
Investor Support
Our broad network of private equity and investors allows us to create opportunities
by introducing parties for investment cases.
Digital Asset Technology
& Services
Our knowledge coupled with an extensive network into the crypto finance provides
an ideal blend of knowledge and lab-like development.
Successful advisory mandates
We are committed to providing optimal solutions for our customers and bring our many years of experience to bear. In doing so, we always focus on the customer’s needs and situation, generating value that is priceless.
Level of CoinSmart’s core expertise applied in the respective mandates:
Investment Management
CoinSmart performed a company due diligence for PE and M&A including all activities to successfully fund a Series A phase of a neo-bank. The preparations included the strategic reorientation of the bank towards B2B business, the development of the pitch deck including the preparation of the detailed business case. In addition, the support and identification of potential investors were part of the mandate.
Management Advisory
Investor Support
Digital Asset Integration
Product Due Diligence
Evaluation of a novel product in terms of market potential and interest. Analysis of the market environment, buyer appetite and identification of the appropriate communication approach. Recommendation to the Board of Directors for the investment strategy decision.
Management Advisory
Investor Support
Digital Asset Integration
Agile Rollouts
2 highly successful implementations of agile delivery practices, governance, organizational structure, and the change management aspects. Implementation within a challenger bank to replace the meanwhile inadequate methods with agile structures to ensure further growth. 2nd implementation for a large universal bank in Switzerland to establish value-based steering and agile Business / IT delivery for a large, strategic initiative.
Management Advisory
Investor Support
Digital Asset Integration
Program Management
Overall program delivery manager role to implement the strategic solution for the bank’s global Asset Servicing platform of the future. Beside the overall delivery responsibility, the function involved the definition of the organizational delivery structure, governance, management of all steering committee meetings, financial oversight, delivery alignment of business and IT, agile change management / training, and vendor management and contract negotiations.
Management Advisory
Investor Support
Digital Asset Integration
Crypto / Blockchain Training
We combine our detailed knowledge of blockchain technology with a very broad functional expertise. This allows us to impart the necessary knowledge during individual coaching sessions and to search for ideal business opportunities together. In addition, we have a wide range of contacts for investment solutions and the construction of corresponding solutions.
Management Advisory
Investor Support
Digital Asset Integration
Michael Pahlke
- Industry expert and C-level executive with 30 years of experience in high-tech and finance services
- Has delivered next generation technology solutions in different areas across wealth management, asset management and investment banking as the accountable CIO
- Has led global teams across multiple geographies as well as large scale strategic change programs with significant business impact.
- Beside owning significant change portfolios, he was responsible for a smooth service experience of banks world-wide.
- Michael and his teams have won several industry awards for their work
Oliver Jenni
- Expert for Program Management, Organizational Development, Strategy Consulting, and Change Management with 29 years of experience in Financial Services IT
- Has extensive experience in delivering large, highly complex, cross-organizational initiatives
- His experience ranges from application development to large organizational change projects which positions him as the ideal person to bring large projects in distress back on track
- Has led global teams across multiple geographies and was responsible for application service delivery towards client Banks globally across all Wealth Management domains
Our decades of experience give us a unique positioning to address all topics of IT management.
Business Architecture & Opportunity Development
We assess existing capabilities and platforms and their need to be reshaped to cope
with the challenges of the new business normal.
We offer guidance in advisory boards, help to develop business opportunities and
provide access to capital for compelling business cases.
- Operating model effectiveness and readiness
- Enterprise architecture design
- Digital transformation
- New technologies adoption and maturity analysis
- Business innovation & introductions of new technologies
Strategy Assessment & Development
We facilitate the process of developing, implementing, and optimizing your strategy
to ensure digital readiness.
- IT strategy development
- New capabilities development
- Setup of near- and offshore delivery centers
- Business case valuations
Change Delivery Assurance & Execution Oversight
Business success is enabled by highly effective and impactful IT delivery. Successful
IT delivery is a complex task requiring the right touch. We help to find the right setup
to deliver projects and programs. Our expertise and experience offer change
assurance.
- Delivery model setup and optimization
- Setup of program governance and program management structures
- Program Management functions
- Agile enablement & Corporate transformation
- Execution oversight with focus on business priorities
- Interim IT & Operations management
Management Advisory for IT and Operations
The Digital evolution is fundamentally changing the success factors and the use of
IT services. These changes can present management with numerous challenges in adapting IT. We offer operational and strategic consulting for all areas of IT management.
- IT Governance & organizational design
- IT / Business process alignment
- Risk assessment for IT & Operations stability
- Vendor & partner management
- RfP support with make vs. buy decisions
- Identification of cost saving opportunities and productivity improvements
Organizational Development and Change Management
With the changing business environment, the corporate organization needs to
constantly adopt alongside. In these all-virtual times, the right leadership and
collaboration mechanisms are essential for organizational effectiveness.
Setting the right incentives and focus points helps to keep the teams aligned and
talents retained.
Aligning organizations to sustainably allow for change, effective management and
efficient processes is a competence we will bring to the table.
- Leadership Coaching
- Balanced Scorecard development
- Team building
- Conflict management
- Benchmarking
Coaching, Training, and
Education
We support train your key stakeholders and subject matter experts in understanding the specifics and the arising opportunities of digital products and assets. With our unique network we can help to get access to the right ecosystem providing access to partners and talent.
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