Expertise that drives growth in wealth management. With precision.
Our expertise
- Sharpen your offering shelf
- Accelerate sales and distribution
- Increase your profitability
- Turn analytics into client insights
Sharpen your offering shelf
Design an offering that strengthens your value proposition. Support growth with services tailored to client needs.
- Redesign offering shelf to drive growth
- Optimize service delivery efficiency
- Gain insights into market trends and best practices
- Modularize the investment offering
- Differentiate channels and segments
- Introduce client incentives
- Transition client book to target offering
Accelerate sales and distribution
Implement a structured client development process. Unlock hidden growth potential and create momentum.
- Review your growth strategy
- Enable systematic lead generation
- Establish sales and distribution management
- Deliver RM training and sales coaching
- Plan client book and manage pipelines
- Identify client opportunities
- Coordinate sales and investment initiatives
Increase your profitability
Fine-tune your profitability levers and execute them effectively. Achieve sustainable top-line growth.
- Conduct excellence check
- Identify quick wins
- Redesign tariff and price list
- Enforce discount policy with decision framework
- Improve approvals with robust processes
- Benchmark price list and RoA with industry leaders
- Understand client profitability and costs to serve
- Implement pricing and realize uptick
Turn analytics into client insights
Develop a granular understanding of your client book to create transparency and actionable insights. Guide strategic decisions.
- Assess your analytical readiness
- Build a future-proof analytics platform
- Deliver revenue and sales cockpits
- Simulate pricing scenarios
- Group clients and apply advanced segmentation
- Manage discounting and margin leakage
- Identify client opportunities
- Recommend product adjustments
- Track client initiatives and conversion