Allman-Ward Associates


Global Strategic Planning


  • Home
  • Windrock Estates
  • Engagements
  • Publications
  • Clients
  • Training Modules
  • Contact Us

AWA ENGAGEMENTS



Webinars and Virtual Seminars



This part of the business has grown exponentially during the period of the COVID19 pandemic with companies eager to continue training their staff in a safe environment. Assignments have been undertaken for major global companies as well as the professional associations. Some of the more recent topics covered include:


  • Essentials of project management
  • Introduction to international cash management
  • Understanding foreign exchange and international risk
  • Making and receiving international payments
  • Managing foreign currency accounts
  • Tools for managing global liquidity
  • Advanced international liquidity management tools
  • Efficient account structures
  • Structuring treasury for global liquidity
  • A day in the life of the cash manager
  • Cash flow and the business
  • Managing cash flow in uncertain times
  • How treasury is adapting
  • Managing the cash flow triple challenge


Strategic Planning and Implementation



  • Developed and implemented domestic and international cash management strategies for several major banks
  • Formulated innovative marketing strategies for domestic and international cash management, as well as for international private banking
  • Developed and implemented strategies for leveraging international banking alliances
  • Established and implemented global customer service strategy
  • Undertook major strategic infrastructure projects for global European and Canadian banks
  • Determined customer needs and delivery strategy for international services for a small domestic US bank
  • Worked with a US bank to outsource international product delivery


Product and Business Development



Conceived, designed, developed and implemented new products and business units including:

  • International private banking
  • Agent depository business for Swiss banks
  • Global funds management
  • Cayman Islands off-shore investment desk
  • International banking facility (IBF)
  • International treasury consulting
  • International cash management for global and US regional banks
  • Worldwide inquiry tracking and resolution system for customer service
  • Product branding and communications strategy for retail distribution system of the future


Training, Team Building and Change Management



  • Managed sales, service and product organizations
  • Trained worldwide customer service staff in Total Quality Management (TQM) work processes, best practices and new service culture
  • Developed and rolled out new sales and product training programs globally
  • Formulated and conducted senior management team building program
  • Managed change process associated with nationwide roll out of new corporate strategy
  • Conducted training programs for major global banks and professional associations
  • Ran in-house focus group sessions to research satisfaction and needs for electronic sales tools
  • Developed and delivered UK and US domestic and international cash management certification programs


Market Research



  • Managed the media research department for a large consumer products company
  • Conducted extensive qualitative research for major multinational clients
  • Developed a customer profitability database for a US multi-state bank
  • Statistically quantified revenue opportunity for international cash management for a major US regional bank
  • Developed and marketed a syndicated international cash management market survey
  • Conducted focus group research into electronic banking platforms for a super- regional US bank




Allman-Ward Associates



email: maw@allmanward.com
www.allmanward.com