Transitioning a global financial institution to data-driven commercial operations.

The challenge

Euroclear's commercial teams had limited visibility into their clients' activity. Data was stuck in silos across different entities, making it difficult to get a homogeneous view of client's activities and where opportunities lay. Sales targets existed but weren't easily measurable or actionable, and definitions for key business concepts weren't fully aligned across the organisation.

Our approach

We worked directly alongside the commercial and product teams. In a company as complex as Euroclear, there is no shortcut: the only way to deliver real value is to talk with the teams, quickly grasp what drives their decisions, and assess what is technically feasible. One deliverable naturally led to the next, and the scope kept growing as new needs surfaced.

We built a unified view of client activity across all Euroclear entities, covering the full commercial journey from pipeline to realised business. Around it, we aligned KPI definitions across the organisation, made sales targets measurable and actionable, rationalised the report landscape, and invested heavily in training to raise data maturity so that teams actually use the data in their day-to-day work.

The result

Today, the dashboard is the most-used business report in the company, with over 10,000 views per month and 200+ active users including senior leadership. Sales teams now have a clear view of their clients and pipeline. More importantly, the commercial department has shifted from fragmented data to a shared, data-driven way of operating.

“Once Olivier developed a clear understanding of our business, he quickly proved invaluable in translating the business needs into concrete insights. He has a strong ability to listen, ask the right questions and deliver meaningful insights that save our Commercial and Product Management teams significant time. His proactive approach and natural communication style make collaboration effortless. I highly recommend working with Olivier.”

Wouter Duerinck

Head of Client Intelligence & Analytics, Euroclear

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