Wealth and Asset Management

Reinventing business models and offerings for sustained profitable growth

The Wealth & Asset Management industry has traditionally been largely stable.

But that's changing.

Increasing regulation, competition from automated investment providers, and a volatile economy are quickly reshaping the industry. Our specialist consulting teams can help you successfully navigate this changing landscape.

Fast-evolving customer expectations and growing demand for digital apps and services mean personalization, digitalization and a sleek customer journey are key to success.

That’s where our team can help. We have extensive experience working with wealth managers, fund providers, and distributors to design new business models, optimize offering and pricing, and create compelling customer experiences for sustained profitable growth.

Services & Capabilities

01

Product and pricing optimization

02

Customer experience enhancement

03

Discount management

04

Sales excellence programs

05

Customer base management

Our approach

We pride ourselves on being hands-on and results driven.

Rather than apply a one-size-fits-all approach, we work with you to create a solution tailored to your specific business needs.

Whether redeveloping pricing and product strategies in response to regulatory changes, developing growth strategies for fund distributors or mapping customer journeys to improve retention, we’ll work alongside your team to achieve the goals we’ve set together.

Our team combines specialist industry, functional, and digital expertise. We know how to monetize innovations and transform businesses to keep ahead in the digital world. From strategies to tangible outcomes, our solutions are made to last.

And last but not least, we make sure our solutions are correctly implemented. The ultimate measure of our success is our client’s success.

How we've helped

How re-designing and digitalizing a discounting process led to a 65% increase in efficiency

A Swiss private bank approached us to help identify and optimize the inefficiencies in their discounting process – specifically their approval and reporting processes.

Using effective benchmarking to gain a better understanding of market competition

A large European bank lacked transparency on their competitors’ service and price models. They asked our team to benchmark price levels and calculate the total costs of representative sample clients at the bank and their peers, allowing them to focus on the areas of opportunity for long-term growth and those where development was needed.

Breaking ground in a new market with a digital investment app

An Asset Manager in Latin America needed help launching a digital investment offering – the first in its local market. Discover how we have helped.

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