Developing a client transition assessment framework
We helped a bank strengthen client engagement and identify new transition finance opportunities.
Client context
- The bank wanted to grow transition finance volumes and keep pace with peers.
- Relationship managers needed clearer guidance on when to involve sustainability teams.
- Senior leaders wanted a more consistent approach to assessing clients and opportunities.
Project overview
- Assessed peer practices, market trends and relevant transition products.
- Delivered tailored sessions for the board and relationship managers.
- Developed a client prioritization and transition assessment framework.
Results achieved
- Created a consistent approach to identifying priority clients.
- Strengthened collaboration between relationship managers and sustainability teams.
- Improved the bank’s ability to originate transition-related opportunities.