Piloting new green and transition finance products

Client context

• The bank wanted to expand its green business and strengthen product credibility.
• It needed clear internal definitions and decision criteria.
• Teams required support identifying suitable clients and structuring pilot transactions.

Project overview

• Developed definitions and eligibility criteria for new products.
• Created a decision framework for assessing potential transactions.
• Identified pilot clients and supported product and engagement design.

Results achieved

• Enabled the launch of new green and transition finance products.
• Established a credible and repeatable product assessment process.
• Created a new approach to engaging clients on sustainability opportunities.

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