Unleash Your Advisory Potential

To enhance client experience for your advisory offering and to ensure profitability we want to support you in integrating and using best the capabilities your sourcing provider offers in the area of advisory.

Are you asking yourself

How to overcome shrinking margins due to the standardisation of the advisory offering?
How to face competition from non-traditional players (FinTechs, BigTechs, challenger banks and non-banking players)?
How to react on evolving customer cost sensitivity and increased personalisation demand?
How to use the functionality provided by my sourcing provider to its best?

What you will get from us:

Reduced costs through optimised advisory processes
Ensured compliance with all regulatory requirements
Boosted revenue streams through the attraction of new customers
Improved existing client relations through attractive offering
Increased margin potential through innovation

Our Approach

Analyze

Identify your clients’ needs
Merge

Map client’s need to sourcing provider capabilities
Implement

Integrate new advisory capabilities
Optimize

Enhance RM and client journey

Get inspired by our latest insights

Vom traditionellen Advisory-Geschäft zum strukturierten Angebotsmodell

Neue regulatorische Anforderungen, mangelnde Attraktivität bisheriger Angebote und steigender Konkurrenzdruck machen eine Neustrukturierung im Advisory-Geschäft von Privatbanken notwendig. Viele haben ihr Beratungs- und Dienstleistungsangebot bereits überarbeitet oder sind gerade dabei. Doch wie gelingt eine moderne Angebotsstrukturierung?