Over the last 14 years, our teams have worked with leading banking groups, wealth management firms, asset management institutions and services firms to provide guidance, practical support and pioneering ideas in the area of client and customer strategies.

The client centric approach
We have a core belief based on experience, that businesses which follow a client centric approach, enjoy higher than industry average margins, stronger client loyalty & referrals. Such businesses design and launch stronger products and more successful services and drive cross-selling across their firms.

Typically our assignments with clients have three phases. We start with a diagnostic phase to frame the issues. Secondly, we conduct focused analysis, usually of a client’s client base and markets, to provide clarity and confidence about the next steps. Thirdly, we tailor our Client Centric programmes and combine them with interim management and supportive resource, where needed, to deliver changes successfully for our clients.

Over the last 16 years, our teams have worked with many of the world’s leading high-value service businesses in investment banking, wealth management, insurance, legal services and other professional services.

With each project we bring a detailed knowledge and amassed experience of solving the unique challenges which face service industry businesses to shape effective programmes.

Our clients expect that we speak the language of experts in service and client relationships and that’s why we stick to our service sector focus. We also find that the learnings in each of the three sectors in which we focus, provide valuable learnings for our clients in other high value service industries.