Case Study

Optimizing pricing and packaging for a turnkey asset management platform (TAMP)

OPPORTUNITY/ISSUE

A TAMP provider's pricing processes resulted in limiting visibility into monetization opportunities for its software services and investment management tools.

As the provider expanded its technology and investment offerings, its pricing architecture became increasingly fragmented with a mix of bundled discounts, legacy fee arrangements, and client-specific concessions. This limited visibility into pricing power and monetization opportunities. 

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APPROACH/SOLUTION

Simon-Kucher introduced greater clarity on current revenue streams, assessed competitive positioning, and redesigned pricing and packaging to optimize value capture.

In addition to a comprehensive inventory and mapping of revenue streams, the team assessed competitive positioning to identify pricing headroom, and identified areas for improvement in pricing and packaging.

A market exploration assessing price-to-value across product categories helped identify growth opportunities. Deliverables included a repricing analysis, separate price-to-value assesments for technology and investment management capabilities, and  strategic recommendations for repackaging and repricing.  

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OUTCOME/RESULT

The platform provider experienced a more than 14% increase in Annual Recurring Revenue (ARR) over the ensuing 18 months.

The team also enhanced pricing power for additional offerings, improved pricing model choice architecture, and supported the client with execution.

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