Business Consulting – Customer Experience - Market Research – Business Plan Validation & Evaluation

The finance industry is characterized by a growing disloyalty of customers and the intensification of competition. Those aspects have led to the increase of needs related to strategies, channels and business processes.

Valdani Vicari & Associati (VVA) has collaborated with leading banks, insurance companies and financial groups, gaining strong experience in business consulting, customer experience, market researche and business plan validation & evaluation in the finance sector. It has mainly provided expertise and approaches aimed at getting new customers and increasing their profitability. Moreover, VVA has supported important financial groups in the development of strategic plans.

The Business Plan Validation & Evaluation practice has supported several companies and their creditor banks in developing out-of-court restructuring plans, pursuant to ex articles 67 and 182-bis of the Italian Bankruptcy Law, for the purpose of recovering debt exposure and avoiding insolvency proceedings. VVA’s team, composed of professional belonging to the Business Consulting and Market Research practices, has collaborated with different companies operating in the financial sector, with the aim of increasing cross-up selling in existing customers, boosting the number of new clients and improving the customer experience.

The Market Research practice has collaborated with important groups operating in the financial sector on different strategic projects.



  • Brand equity: monitoring of the effectiveness and profitability of marketing and communication initiatives run by companies; analysis of the online performance of the brand and its main competitors through quantitative indexes and semantic analysis of the sentiment of web messages. 
  • Monitoring of the customer experience: measuring of the importance of each touch point in the relationship with the brand, in order to map the experience of clients before, during and after the purchase; elaboration of a dashboard of summary indicators. 
  • Competitive analysis: monitoring of strategies and offering systems in the competitive environment, through the “mystery shopping” approach.