Building Alliances To Create A New Market Offer
Mision
To identify, validate, and prioritize collaboration opportunities between an energy company and a bank, transforming shared insights into actionable initiatives that benefit customers, businesses, and both partners.
Vision
To create a seamless ecosystem between energy services and financial products that enhances customer experience, drives loyalty, and creates new revenue streams for both companies.
Industry
Energy + Finance
Size
Big Corp
Markets
Spain
Timeline
2 Months
Team Member
2 Team Members
Type of Project
Implant
Need For Cange
The companies demanded collaboration in order to provide a better service to the market. Both companies were looking for a systematic approach to discover collaboration opportunities, prioritize them by business value, and co-create viable solutions.
Business Background
An energy company and a bank sought to establish a framework for collaboration to create new joint offerings, streamline financing options, and improve customer journeys.
The project aimed to explore and validate potential partnerships, aligning both organizations around shared business objectives.
The Company
Two large organizations from very different industries (energy and banking) joined forces. Each brought its own processes, culture, customer base, and regulatory environment.
The challenge was to uncover where collaboration could genuinely deliver value for both and their shared customers.
Key Challenges
Understanding Stakeholder Perspectives: Needed to gather and cluster insights from different divisions to understand perceptions, needs, and opportunities.
Aligning Different Business Objectives: Both companies had distinct priorities that needed to be reconciled.
Defining Collaboration Areas: Deciding which products, services, or channels could best enable joint value.
Validating Ideas: Initial concepts needed to be tested and approved by legal and finance teams before moving forward.
Time Pressure & Complexity: Coordinating multiple stakeholders, workshops, and validation rounds within limited time frames.
Regulatory Constraints: New privacy laws (LGPD) limited information sharing between entities.
Objectives
Interview stakeholders from both organizations to capture perceptions and needs.
Cluster and analyse insights by business objectives.
Identify quick wins and long-term opportunities for collaboration.
Design and run workshops to refine ideas, validate feasibility, and prioritize next steps.
Explore different ways to provide a better service for the end customers.
Overcoming Obstacles
Time Constraints: Structured the process into clear phases and milestones.
Complex Stakeholder Landscape: Divided topics into clusters and workshops to make collaboration manageable.
Need for Quick Wins: Balanced long-term ideas with immediate and visible successes.
Regulatory Barriers: Included LGPD compliance reviews early.
Lessons Learned
Involve legal and finance from the start to avoid rework.
More people = more complexity; cluster topics to maintain focus.
Building alliances requires transparency and structured collaboration.
Payment methods and customer habits evolve fast. Innovation must match that pace.
Impact
Quick-win solutions.
Defined and prioritised collaboration areas across personal, business, and loan products.
Clearer understanding of how and when to impact the customer journey.
Practical roadmap for validating and implementing joint ideas.
Results
Three co-created ideas ready for development, covering both individual and business customers.
Quick wins implemented.
Clear roadmap for future collaborative initiatives.
Better understanding of how to impact the customer journey and increase use of partner products.
Sucess Metrics
Number of validated and prioritized ideas produced.
Adoption rate of quick wins (loyalty program, POS).
Stakeholder satisfaction and alignment post-workshops.
Increase in potential customers reached via partner channels.
Conclusion
By systematically gathering stakeholder insights, clustering information by business objectives, and co-creating solutions, the energy company and the bank discovered feasible, high-impact opportunities for collaboration.
This structured approach turned assumptions into validated initiatives, laying the foundation for long-term partnership and innovation.
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