City Pavillion, Cannon Green, 27 Bush Lane, London. EC4R 0AN, United Kingdom
Shaping thinking on strategy, propositions, new product development and service delivery
Financial services specialists
We are sector specialists with a passion for customer engagement and treating customers fairly. A blend of research, marketing and proposition expertise helps us to get under the skin of even the most technical of investment products and propositions. We also bring a deep understanding of the commercial challenges facing firms – from competition, regulation and cost pressures to rising customer expectations in a digital age. Our partners are decision-makers right across firms from marketing and distribution, risk and compliance, product development and management to operations.
Creating client councils
Known for our investor councils, we create a direct relationship between firms and their customers to deliver a steady and intelligent flow of insight and information. Councils come in all shapes and sizes: from our UK representative investor council ‘The Wise Society’ to bespoke councils, client advisory boards and ‘pop-up’ councils for project-specific insight and testing programmes.
Family Wealth Forums
The Wisdom Council runs Family Wealth Forums, a series of dedicated events and roundtables, with ultra-high net worth (UHNW) families in the UK, GCC and Asia.
Councils can be own-branded or firms can access The Wise Society, our proprietary council of individual investors which is fast becoming the definitive source for topical and extensive insight on investment and wider customer attitudes and buying behaviours....