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Five situations in which banks and financial service providers bring me in, what I do then and how you can measure it. Browse it here or download the overview to pass it on internally.

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Service overview 2026/27

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Cover: Transformation in banks. Delivered, not presented.

Page 1 of 14

Contents

What you will find in the overview

Each situation has its own page in the overview: how you recognise it, what I do, what is different afterwards and which evidence stands behind it. Plus the Slotta method, all formats, three voices in their own words and six commitments.

Situation 01

When a programme stalls

First an honest diagnosis, then implementation with clear owners.

Transformation & Change →

Situation 02

When a leadership position is vacant

Leadership for a fixed period from the first week, with an agreed end.

Interim Management →

Situation 03

When two organisations become one

Bringing sales and organisation together, with the people you want to keep.

Post-merger integration →

Situation 04

When sales falls short of its potential

Steering and leadership routines that reach the daily work of the branches.

Sales Force Effectiveness →

Situation 05

When a decision is due

Sparring for boards and committees, confidential and without an agenda of my own.

Transformation on the supervisory board →

Overview

What it costs

All fixed prices and day rates are published openly on one page.

Fees & terms →

Accessible

The overview as text

For screen readers and everyone who would rather read than browse: the full text of the 14 pages.

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Page 1 · Cover

Service overview · Edition 2026/27

Transformation in banks.

Delivered, not presented.

Interim management, transformation & change and sparring for banks and financial service providers in Austria, Germany and Switzerland. With evidence you can hold me to.

STRAIGHT TALK · EXECUTION · RESULTS

Markus Slotta, MBA slotta.at

Page 2 · Contents

Contents

What you will find on the following pages

Start with the situation closest to where your organisation is today. Each page stands on its own: how you recognise the situation, what I do, what is different afterwards and which evidence stands behind it.

Foreword (Why an outsider has to pay for himself) · page 3

01 When a programme stalls (Transformation & Change) · page 4

02 When a leadership position is vacant (Interim Management) · page 5

03 When two organisations become one (Post-merger integration) · page 6

04 When sales falls short of its potential (Sales Force Effectiveness) · page 7

05 When a decision is due that you would rather not make alone (Sparring & Advisory) · page 8

The Slotta method · Formats and entry points · page 9

Evidence · About me · Six commitments · page 11

First conversation and contact · page 14

Page 3 · Foreword

Foreword

An outsider has to pay for himself. Otherwise he is the wrong one.

You bring in an outsider when something is missing in-house: time, experience with exactly this situation, or someone allowed to say uncomfortable things. It gets expensive when a concept ends up in a drawer and nothing changes.

Four major transformations in banks have shown me where programmes tip over: rarely in the plan, almost always between decision and result. That is where I start, and I stay until the first result is in.

The following pages show the five situations in which boards and division heads call me in most often. If yours is not among them, tell me about it. If it is not a fit for me, you will hear it in the first conversation.

Markus Slotta, MBA

Slotta Consulting · Interim management and transformation

since 1990

in financial services · more than 20 years in leadership roles

4

major transformations in banks, from branch structure to banking association

360

employees led, Rhine-Main-Neckar region with 36 locations

9 of 9

association banks in one uniform organisational structure

Programm Adler, Volksbank association 2019–2022 · figure of the association

Page 4 · Situation 01

Situation 01 · Transformation & Change

When a programme stalls

How you notice it

The status reports show green, but something else is happening in the organisation.

Decisions are pushed to the next committee.

Your best people work on three initiatives at once.

What I do

First an honest diagnosis: where the programme really stands, who decides and what of it holds. Then I lead the implementation, with clear owners and figures that show whether it works.

What is different afterwards

The programme delivers again, and a fixed baseline shows you how far it has come.

Evidence

9 of 9

association banks in one uniform organisational structure, steered through shared monitoring. The programme was completed ahead of schedule.

Programm Adler, Volksbank association 2019–2022, according to the investor presentation of Volksbank Wien. A figure of the association, not a personally attributable achievement.

More: slotta.at/en/transformation-change-banks

Page 5 · Situation 02

Situation 02 · Interim Management

When a leadership position is vacant

How you notice it

The search takes months, and the unit is flying blind in the meantime.

A division needs a turnaround, and nobody in-house has a free hand for it.

What I do

I take on leadership for a fixed period from the first week: as managing director, division head or programme lead, with a clear mandate, a clear reporting line and an end date set from the start.

What is different afterwards

A unit that keeps running without a gap, and a handover to your successor that does not start from zero.

Evidence

+60%

branch lending volume within nine months. 36 loss-making branches became a profitable sales network.

Branch turnaround GE Money Bank Austria · case study at slotta.at/en/success-stories/ge-money-bank

More: slotta.at/en/interim-management-banks

Page 6 · Situation 03

Situation 03 · Post-merger integration

When two organisations become one

How you notice it

Two sales cultures, but only one target.

Day 1 is planned, day 100 is not. Meanwhile the good people leave, because nobody talks to them.

What I do

I bring sales and organisation together step by step: day 1, a 100-day plan, integration steering and training that reaches the daily work of the branches.

What is different afterwards

One organisation with one sales culture, and with the people you wanted to keep.

Evidence

35 branches

and around 190 employees integrated. An average of 84% in the knowledge test after the training.

Santander Consumer Bank, post-merger integration 2009–2010 · case study at slotta.at/en/success-stories/santander-post-merger

More: slotta.at/en/post-merger-integration-banks

Page 7 · Situation 04

Situation 04 · Sales Force Effectiveness

When sales falls short of its potential

How you notice it

Good products, weak closing rates.

Leadership routines exist on paper, not in the field.

Every branch works to its own pattern.

The best sellers became managers and are now missing from sales.

What I do

I build steering, leadership routines and tools that reach the daily work of branches and partners. Introduced with coaching in the field, where the selling happens.

What is different afterwards

A sales force that hits its numbers, because everyone knows what to do on Monday.

Evidence

€20 million

revenue through the partner channel, eight months after market launch.

19 instruments

of Sales Force Effectiveness introduced across 36 locations.

B2B partner sales and Sales Force Effectiveness · evidence at slotta.at/en/references

More: slotta.at/en/services/sales-force-effectiveness

Page 8 · Situation 05

Situation 05 · Sparring & Advisory

When a decision is due that you would rather not make alone

How you notice it

Nobody in-house may contradict you without an agenda of their own.

The board asks follow-up questions, and the paper does not convince you either.

A new role, the first 100 days, high expectations.

What I do

Sparring at eye level. Confidential, direct, and with no stake of my own in the outcome of your decision. As a single session, with fixed availability each month or as board advisory for supervisory board, advisory board and owners.

What is different afterwards

A decision you can stand behind, because it was tested beforehand. In front of the board as well.

Evidence

Board & ECB

In Programm Adler I regularly prepared papers for supervisory boards and the ECB. I know which questions a board will ask before it asks them.

Programm Adler, Volksbank association 2019–2022 · role: strategy and transition manager

More: slotta.at/en/transformation-supervisory-board

Page 9 · The Slotta method

The method

The Slotta method. From decision to result.

The cycle I run every mandate by, in an interim mandate as much as in a transformation and in sparring. It grew out of four major transformations in banks.

01

Foundation

Situation

Where the organisation really stands, measured and recorded before the start: activity, behaviour, result, return.

02

Tower

Straight talk

A direction the board can state in one sentence. A few priorities instead of many initiatives, committed to in writing by the leadership team.

03

Gallery

Execution

Enable first, then demand results: training rehearses the real case. Implementation happens in day-to-day business, with leadership and coaching in the field. I clear obstacles away while they are still small.

04

Light

Result

Results are measured against the baseline from stage 01. A checkpoint follows after 90 days.

Not every mandate starts at stage 01. In detail at slotta.at/en/slotta-method.

Page 10 · Formats and entry points

Formats and entry points

From the first conversation to the mandate

Every format has a clear scope, most a fixed price, the others an openly stated range. You know beforehand what you get and what it costs.

Getting to know

First conversation

30 minutes, phone or video, free of charge

Six self-assessments

four minutes each, no registration

Roundtable Vienna

half a day, no more than eight executives

Off-site and outside view

Outside view

two to three hours in your off-site

Off-site day

one day, decisions with names and dates by the evening

Implementation check

half a day, result against baseline

Diagnosis

Diagnostic sprint compact

two weeks, up to five interviews, one area

Diagnostic sprint full picture

four weeks, up to twelve interviews, paper for the supervisory board

Sparring and oversight

Sparring

single session, 90 minutes

Retainer

four or six hours a month, reachable within one working day

Board advisory

annual mandate for supervisory board, advisory board or owners

Interim and programme

Interim sprint

one to three months

Interim mandate

three to twelve months, with budget and staff responsibility

Programme support

after the diagnosis, by days worked

All fees are published openly on the website

, with crediting, travel costs and conditions. That way the current version always applies: slotta.at/en/fees-and-terms

Page 11 · Evidence

Evidence

What others have observed

Anyone can make promises. Whether they hold is shown by those who have worked with me. Three voices, with name and role; the German originals are unchanged, the English is a translation.

“It would not have worked without you, because you always kept everything in view and always found solutions.”

Regina Ovesny-Straka

Member of the Management Board (at the time of the project), Volksbank Steiermark

“While keeping sight of the big picture, you never lost sight of the needs of the banks in the association.”

Martin Alge

Member of the Management Board (at the time of the project), Volksbank Vorarlberg

“No distance is too far, no analysis too laborious; every detail finds its place in the mosaic of the solution.”

Elisabeth Fritz-Fraisl

General Management and Markets, Volksbank Wien

All 23 references from employment certificates and recommendations, dated 1996 to 2022, are on slotta.at/en/references, with source and context.

Page 12 · About me

About me

Markus Slotta, MBA

I don't hand over recommendations. I hand over results. · In financial services since 1990 · more than 20 years in leadership roles

With Slotta Consulting I run a boutique for interim management and transformation in banking. My path led through sales, branch networks, integration and association steering, which is to say through exactly the places where transformations are won or lost.

Volksbank Wien AG

Programm Adler, strategy and transition manager, 2019–2022

Cronbank AG

Head of point-of-sale financing with P&L responsibility, 2011–2013

Santander Consumer Bank

Post-merger integration, 2009–2010

GE Money Bank Austria

Branch turnaround, 36 locations, from 2005

GE Money Bank Germany

Rhine-Main-Neckar region, 360 employees · Six Sigma

golf-unique.com

Built Europe's first live booking platform for golf, sold to an investor

MBA in General Management, with distinction

· FH Burgenland Six Sigma · GE

Page 13 · Six commitments

Working together

Six commitments you can hold me to

Each of them can cost me something. That is exactly why they are here.

01

I decline if I am not the right person

In the first conversation, not after the third meeting. If I know someone who fits better, I give you the name.

02

You get me, not a team

Whoever makes the proposal leads the mandate. If I need support, I say so beforehand, and you decide.

03

Execution is part of the mandate

My work ends with the first result, not with the recommendation.

04

No second mandate with a direct competitor

As long as I work for you, no mandate with a direct competitor. It is written into the agreement.

05

What did not work goes into the report

Which assumption was wrong and what I would do differently is part of it. Otherwise your organisation learns nothing from it.

06

An agreed end date

Every mandate has an end point fixed at the start. An extension is a new decision, and it is yours.

On request I sign a non-disclosure agreement before the first conversation. I name clients only with their written consent.

Page 14 · First conversation and contact

STRAIGHT TALK · EXECUTION · RESULTS

The next step

Thirty minutes. Then you know where you stand.

Describe the situation to me. I will tell you what I see and whether I am the right person for it. If not, I will tell you so in the same conversation. Free of charge and without any obligation.

Markus Slotta, MBA · Slotta Consulting

Triester Straße 60a · 2512 Oeynhausen · Austria office@slotta.at · +43 670 555 9678 · slotta.at

Book a first conversation

Scan the code and choose a free slot straight away. slotta.at/en/first-conversation

Save contact

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Owner and publisher: Markus Slotta, MBA, sole proprietor, Slotta Consulting, Triester Straße 60a, 2512 Oeynhausen, Austria. As of October 2026. Figures are taken from the case studies and references on slotta.at; for Programm Adler they are figures of the association. Only the written proposal is binding. AI-supported tools were used in preparing this overview; the architectural images on pages 4 to 8 were generated with AI. Professional responsibility lies with the author (slotta.at/en/ai-transparency).

Thirty minutes. Then you know where you stand.

Describe the situation to me. I will tell you what I see and whether I am the right person for it. Free of charge and without any obligation.

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