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Services

About us

Knowledge

“FI Consulting has the ability to bring to a project a structured model of analysis, relevant insights and critical vision.”


Marketing director, healthcare group

“FI Consulting has the know-how on the insurance business, knowledge of the players on the market, they are careful in their work. They have the tools to deliver good results.”


Head of pricing, insurance company

“The outcome and follow-up of the project, the data collection, all the strategic options they explored, makes them a very important partner.”


General manager, wine distribution company

“FI Consulting has tremendous experience and knowledge of how the commercial process works, with a methodology that is suitable for various types of companies.”


Partner, data science company

“The ability to understand who the client is and what it needs in association with a great skills set in sales makes all the difference.”


Sales director, graphic and digital security company

“FI Consulting's main characteristics are focus, objectivity and method. It helped us focus on the essentials, using a methodology that I think is good for all organizations.”


Vice president, mental health care institution

“What I liked most was that FI Consulting is oriented to the people they face. We understood that they knew the industry and they cared to talk about issues that matter to our people.”


Director, insurance brokerage company

“FI Consulting did a very good analysis of our company and our market, which is not easy. They have a systematic approach. They sell seriousness, methodology and seniority in a systematic approach to the sales process.”


Partner, architecture firm

Our mission is to empower clients to grow by providing consulting, training and advisory services based on the FI growth methodology. We use our knowledge base with the world's best practices in marketing and sales to bridge gaps in our clients' business, empowering them to grow their business.

Services

consulting training coaching

FI Consulting provides various consulting, training and coaching services to its clients. These services enable client growth by developing the 6 pillars of the FI methodology: strategy, management, channels, people, processes, technology.

estrategia scaled

Strategy

Define the growth strategy through an in-depth knowledge of the current situation, market trends and strategic assets for the company.

gestao 2 scaled

Management

Define the global marketing and sales plan, the organizational model and the performance measurement model to enable growth, as well as managing the physical and digital transformation initiatives to achieve growth.

canais scaled

Channels

Define the omni-channel operating model, develop new channels, train intermediaries, design the omni-channel compensation model and manage the omni-channel program initiatives.

people scaled

People

Coach the sales team individually, from salespeople to top executives, provide personalized training according to the needs of the company, design the development and compensation model for sales professionals and perform inspirational lectures to promote growth.

processos scaled

Processes

Design the FI sales cycle processes according to good worldwide practices in order to avoid commoditization of the business, advise the company on strategic sales and manage the anti-commoditization program.

tecnologia 2 scaled

Technology

Plan the implementation of information systems, advise on their purchase and manage the respective implementation program, in order to support good worldwide practices that enable growth.

Team

Foto FSA 1 scaled
Filipe Simões de Almeida

Managing Partner

Foto Paulo Barreto 4
Paulo Barreto

Business Partner

Foto Francisco Valerio 1 scaled
Francisco Valério

Business Partner

Rui Lobo 2 scaled
Rui Lobo

Technical Advisor

Antonio Pereira scaled
António Pereira

Business Partner

Diogo Leitao scaled
Diogo R. Leitão

Business Partner

NL
Nuno Loureiro

Business Partner

Methodology

The FI growth methodology has 6 pillars: 2 business enablers (strategy, technology) and 4 business cycles (management, channels, people, processes). Each pillar has a catalog with all the activities a company needs to be able to grow sustainably and a knowledge base with global best practices in each activity. The FI growth methodology is client-centered and omni-channel, being an antidote to commoditization.

Knowledge

ciclo de canais ing 27
The channel cycle
A new approach to boost the growth of your intermediated business
nota dolar
How to make a marketing and sales plan
An innovative approach to make an articulated marketing and sales plan
iceberg
The reasons why people buy
Do you know the reasons why people buy? Do your marketing and sales teams know?
Contact

Address

Rua Castilho, 65, 5º esq.

1250-068 Lisboa, Portugal

Telephone

+351 212 698 420

E-mail

contacts@ficonsulting.eu

“The measure of our success is exceeding our clients’ growth expectations.”

Filipe Simões de Almeida

Managing partner

simbolo dgert entidadeformadora certificada
pagamento pontual 1