Services
Our Services
We apply a research-based approach to business reengineering and strategy execution assistance:
- The Sales Experience – planning-based client engagement and purchase process optimization
- Distribution Channel Management – advisor compensation & sales channel development
- Product & Technology Platforms – client solutions, advice delivery, and best-in-class advisor & customer-facing tools
- Infrastructure Optimization – client experience, customer segmentation, and advisor & client servicing programs
- Strategic Development – market expansion, supplemental channels, and acquisitions/ alliances
- Implementation Assistance/ Management – execution blueprinting and tactical decision-making support
Industries
Industries We Serve
Empowering our clients to grow their businesses while enhancing profitability.
Wealth Management
Guiding brokerages, retail & private banks, insurers’ investment units, and other advisory firms to position themselves for sustained growth.
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Insurance
Shepherding insurers’ transformations into agile, customer-centric growth businesses.
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Asset Management
Building robust retail, institutional, and private client distribution for traditional & alternative investment businesses.
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Venture Capital & Buyouts
Conducting due diligence for mergers & acquisitions, in support of financial services and FinTech business strategies.
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