為富裕階層提供諮詢

通過有效利用自動化程式和數位化管道,將您的投資諮詢產品擴展到新的客戶群,從而產生新的收入來源。


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
Scroll Down

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

Scroll Down

Let's get in touch

  • Questionmark

    1. Tell us your needs

  • Hi

    2. Meet with us

  • Check

    3. Get a tailormade offer

This website uses cookies to improve your online experience and to analyze the usage of this website. By continuing to use this website, you accept our cookie settings.