Advisory for Affluent Segments

Generate new revenue streams through a competitive, sustainable and differentiated investment advisory. Expand your investment advisory offering to new client segments by leveraging automation and digital channels.

Are you asking yourself

Is there any revenue potential in offering investment advisory services to other client segments?
How can my organisation activate my dormant affluent customers?
How can my organisation increase recurring investment advisory revenue?
What are the minimal changes required to extend my investment advisory services to new clients segments?

What you will get from us:

Definition of a competitive Investment Advisory proposition
Gap Analysis based on exiting Investment Advisory capabilities
Investment Advisory User Journeys
IT requirements to support new Investment Advisory proposition roll-out
Opportunities for strategic Investment Advisory initiatives

Our Approach

Interviews

Interview sessions with relevant cross-departmental stakeholders to assess current capabilities and conduct a gap analysis in the four areas of Organization, Capabilities, Processes, and Systems
Gap Analysis

Conduct Deep Dive Sessions with relevant cross-departmental stakeholders from various departments to assess current capabilities and to conduct a gap analysis in the areas of Functions, Organisation, Capabilities, Processes, and Systems
User Journeys

Define user journeys for customers and Investment Counselors within the Investment Advisory process
IT Requirements

Assess IT requirements and efforts to deliver a competitive Investment Advisory proposition
Strategic Initiatives

Propose strategic initiatives to enhance client satisfaction and process automation in the Investment Advisory process

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