Blogs
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Proposition Design, Development & Delivery
Whether in launching new products and services, repositioning your business or creating an entirely new business proposition, the support of external solutions and providers could be highly relevant to your needs. Our Proposition Design, Development & Delivery business need is a resource designed to support your discovery, understanding and engagement of the various solutions, solution providers and relevant knowledge resources in this area.
- Total Solutions177
- Solution Providers92
- Knowledge Resources29
Featured Solutions
Lausanne, Switzerland
Wealth Platform
The Wealth Platform of Evooq is an advanced digital workspace intended for Advisors and RMs. It streamlines the investment process end-to-end and gathers all the data for clients, portfolios, products, bank views, recommendations, markets, and risks in one place. The platform makes it possible to efficiently generate investment proposals that align......
Client type
Relevant Regions
Chennai, India
Customer Experience
Superior customer experiences drive brand loyalty and retention Customers no longer base their experience perceptions solely on price, product, or convenience. Instead, expectations are based on how they feel receiving the services. In this context, digital speed, simplicity and contextuality become the key. Having become used to the experience provided by tech......
Client type
Relevant Regions
Winchester, United Kingdom
MDWG Sales Execution
Popular services include: Targeted sales opportunity development: Taking personal sales responsibility for the development of specific opportunities, for example, a discrete target market, or the top priorities that attended an event or webinar. The sales process: Define the core stages and steps that need to be followed in support of a sale. Sales......
Relevant Regions
Winchester, United Kingdom
MDWG Sales & Go To Market Strategy
Go To Market strategy The main topics will include: Mission / purpose What does winning look like (SMART: specific, measurable, achievable, realistic, timebound) Territory The offering (what product / solution(s)) Target market Current landscape / situation appraisal Business drivers for change Critical success factors Value proposition / messaging Competition landscape SWOT Resourcing Sales strategy (optional): The main topics might include: Priorities Channel to market Type of business Business development......
Relevant Regions
Winchester, United Kingdom
MDWG Sales Health Check
Topics covered include sales strategy, the sales plan, the value proposition, sales execution, business development and the sales process. The Sales Health Check can be tailored to the specific client’s circumstances. Its purpose is to provide executives with an independent view of sales and business development, with a set of recommendations to......
Relevant Regions
Winchester, United Kingdom
MDWG Sales Plan
The scope of the plan will mirror a great number of the topics captured in the sales strategy, covering in more detail the individual elements of each, with a focus on execution, timescales and sales revenue targets....
Relevant Regions
Winchester, United Kingdom
MDWG Supporting Sales Services
Some popular other sales services available from MDWG Consulting: Challenger sales methodologies: Define and agree the materials, methods and frequency of content generation in support of this sales methodology. RFI / RFP / proposals: Tasks targeted at the commercial aspects of a proposal, such as the investment section, and writing the executive......
Relevant Regions
London, United Kingdom
Engineering - Turbo Traction
Investors want to see traction and know that their money will be spent wisely. Working technology and a clear product validation path are critical. Prototype vs POC vs MVP is an important early-stage decision. A well-presented articulation of the business model is also key. Few early stage firms have all......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
Expert Laser - Laser Consult
The problem we’re solving: Start-ups and Early Stage companies often require pin-point ‘one-off’ external expertise Where this expertise can’t be filled by board ‘advisors’, there is a knowledge gap Typically, when firms require additional external expertise in key areas they use consultants Where the insight/expertise required is very specific, larger firms can use ‘expert......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
FinTech Strategy
We have taken the skills, experience, knowledge-base and networks developed through our consulting business to create a proposition to support our growing FinTech client base. We can help you to: Market Identify clients, competitors and addressable markets Use our network to get the ‘inside track’. Our specialist Wealth Management research partners support our......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
Product Development & Governance
Successful product development requires a deep understanding of the firm’s strategy and operations, technical product expertise, excellent project management skills, a sound understanding of risk management, laser-focus on client outcomes and robust product governance to be in place. Product governance itself extends beyond developing policy, process and frameworks. How these are embedded into......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
London, United Kingdom
Project Management
We are experts in business transformation. Our resources have learned their consulting craft at some of the world’s best known consultancies. They have also worked ‘in-house’ as practitioners in top tier banks and wealth managers. We believe that this blend of consulting discipline and practitioner experience is a key determinant......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
Arlington, TX, United States
WealthTech Accelerator
Early-to-Growth stage companies chosen will engage in an immersive boot camp complete with a curriculum to guide strategic planning, address business and financing challenges, and provide mentorship from successful fintech and entrepreneurial experts. Most importantly, we help you to scale your revenues. Our recruitment process features wealth management industry experts as part......
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Relevant Regions
All Solutions
London, United Kingdom
11:FS Ventures
Wherever you want to venture our expert teams in strategy, design, product, engineering, research and delivery will get you there. We’ll take you from blue sky thinking to bottom line impact. Wherever you want to venture our expert teams in strategy, design, product, engineering, research and delivery will get you there.......
relevant regions
Zurich, Switzerland
Advisory
Advisory services to bank customers are being redefined. Where in the past a meeting in person and the reliability of the bank advisor were the key factors, today digitalization, individualized advice, and regulatory compliance are taking precedence. New laws and regulations place very great demands on the advisory process. Everything must......
Dublin, Ireland
Advisory Effectiveness
However, growing regulatory pressures and inefficient manual processes mean administrative burdens too frequently take up their working day. How can advisors spend more time with clients and less time on administration? The benefits are clear – dramatically improved productivity, increased assets under management, additional product and service take-up, and ultimately......
relevant regions
Madrid, Spain
Allfunds Tech Solutions
Builds for all client segments and sizes, multi-asset capabilities, self-trading....
relevant regions
Richmond, United Kingdom
API Development
High-quality development Speed Our team developed and integrated with over a thousand APIs. Employ our experience to create your own API or to connect to third-party data sources Expertise In over ten years of dealing with different API integrations, we have been exposed to an unquantifiable number of poorly designed APIs. Our unique expertise......
relevant regions
Sydney, NSW, Australia
APL construction
Create a high-quality APL based on different investment styles and goals, including retirement-specific APLs for yield, capital growth and risk control objectives....
relevant regions
Bronxville, NY, United States
Application Management
Portfolio accounting Liquid and non-traditional asset focused, tax lots, generate accrued income. Expense management General ledger accounts payable, check writing, cash management, balance sheets, liabilities. Tax preparation Tax lot, cost basis backfill and matching. Performance reporting Daily time-weighted and dollar-weighted performance at any roll-up level. Portfolio planning & research Links to research, financial planning, rating systems, risk analysis, attribution......
relevant regions
Boston, MA, United States
Bain Consultancy Services
Whoever coined the term “bankers’ hours” would hardly recognize the industry today. Facing intense competition from established and new players, relentless technological change and ever-evolving regulatory requirements, banks now operate in a fast-paced, always-on environment. We work alongside commercial, private and retail banking clients to develop and implement strategies that......
Boston, MA, United States
BCG Consulting for Financial Institutions
Financial institutions are facing unprecedented market challenges. Revenue and profit sources are shifting. Cost pressures are rising. Business models are transforming. Customer behaviors are evolving. At the same time, regulators are putting the industry under ever-increasing scrutiny. Some institutions are maintaining or improving profitability, while others are failing to adapt.......
relevant regions
Denver, CO, United States
Beacon Strategies Enterprise Consulting
Our methodology weaves together requirements, process, technology and people to deliver actionable and scalable coaching recommendations to our customers. We bring to our customers a dedication to only the enterprise wealth management space, where our knowledge and experience is industry wide, and a mile deep....
relevant regions
London, United Kingdom
Behavioural Data Analytics
Improving decisions requires understanding how we currently decide. Our expertise in quantitative analytics, survey and experimental design, and decision modelling can provide essential insight where your decisions are failing you....
London, United Kingdom
Behavioural Process Design
We reconfigure your processes element by element to improve decision quality, conduct, and outcomes in the light of how people actually make decisions. Better culture, by design....
London, United Kingdom
Bespoke Consultancy
Services include: External validation of new service Assistance with RFI processes Proposition assessment service Strategic consulting Vendor selection (including client management systems, B2C services, platforms and provider partners) ...
Sydney, NSW, Australia
Brand Tracking
Our Brand Tracking research helps you identify your brand strength relative to key competitors, identifying areas of strength and weaknesses to focus your attention in the right areas. Our research covers the following key aspects: Brand awareness (prompted and unprompted) Brand distinctiveness Brand equity Brand utility Brand positioning in the market Brand attributes/personality Brand consideration Advertising recall Emotional appeal ...
Bratislava, Slovakia
London, United Kingdom
Business Analysis
Business Analysis - Taking a 360-degree view of your business At Tyler Wood Consulting, we understand the importance of fully analysing your needs to ensure your business is working for you and your clients. Our many years of experience will ensure that your requirements are understood and the necessary workflows are put in......
relevant regions
London, United Kingdom
Business Change and Cost Transformation
Change acceleration Banks must meet multiple competing demands, including regulation, innovation and cost reduction. This requires many change initiatives, which makes effective project management fundamental to success. Change acceleration is Capco's proven and highly differentiated solution. We transform change portfolios, execute project delivery and reduce execution risk, enabling cost savings through......
relevant regions
Vilnius, Lithuania
Business Intelligence and Analytics
Under the umbrella of Metasite Data Insights we have our team of BI professionals with extensive experience in delivering robust, highly-usable and cost-effective BI solutions to corporate clients in financial, telecom and aviation industries – across 8 countries and counting. Metasite Data Insights team works with two groups of clients: Established companies......
relevant regions
London, United Kingdom
Business Strategy
Our ability to transfer our deep knowledge across a substantial range of products and technologies, end investor segments and the end-to-end value chain rapidly and at scale enables a business to reposition itself and capitalise upon new opportunities. Business case Corporate activity Feasibility studies Mergers & acquisitions New products & markets Strategic review ...
relevant regions
Sydney, NSW, Australia
Capability Reviews
Our position at the nexus of Australia’s financial advice and investment industry enables us to provide practical insights that add real value to your investment and advice solutions....
relevant regions
London, United Kingdom
Capco Digital
Digital and API banking In a data-driven world,banks must offer innovation that matches customers' appetite for relevant banking experiences. They need to do this in collaboration with nimble specialist players and in the context of complex legacy systems. Capco believes that the API economy is the best way to deliver superior digital......
relevant regions
London, United Kingdom
Client Councils
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....
Dublin, Ireland
Client Experience
Issue Client demands are changing driven by experiences outside of wealth management. Multi-channel 24/7 access to information, the ability to transact autonomously, and to take more control over their investment decisions, are all driving clients to demand elegant digital solutions. Accenture research shows that 41% of advisors say that clients are requesting......
Zurich, Switzerland
Client Lifecycle Management
Today, customers decide when and how to interact with the bank. Besides complying with regulatory demands, leading banks started to embrace «customer centricity» and move from product- to customer-centric organizations. Only a state-of-the-art client onboarding process with a customer life cycle vision creates significant value to the bank with improved......
London, United Kingdom
Client Service
We design both tactical and scalable, best practice client service models, whether digital or face-to-face. Client service models – best practice design Client suitability review Pricing and client profitability ...
relevant regions
Teaneck, NJ, United States
Cognizant Client Onboarding for wealth management
To our way of thinking, onboarding is much more than an operational event. It sets the tone for your client relationships. Cognizant Client Onboarding takes a holistic view towards client engagement and data collection, as well as information delivery, notification and activation. Cognizant Client Onboarding for wealth management includes: Use of our......
relevant regions
Teaneck, NJ, United States
Cognizant Core Platform Modernization
Modernizing core operating platforms is a critical first step in digital transformation. Your organization gains improved decision support for the front office as well as functions such as credit, compliance and risk. Improve straight through processing (STP) rates and operational efficiencies. Most important, the streamlined, enriched data supply chain becomes......
relevant regions
Los Angeles, CA, United States
Communications Strategies
Create impact with: 1. Brand A strong brand infrastructure and messaging framework will become the blueprint of your communications success. Start a new phase of growth by creating a recognizable brand. Services include message development, narrative and positioning, brand guidelines, design, collateral, brand activations, and branded events. 2. Marketing Say something worth listening to and......
relevant regions
London, United Kingdom
Consultancy and bespoke research solutions
Oxford Risk offers specialised consulting services at the intersection of behavioural science and quantitative finance. Our unique blend of deep financial services expertise and the latest academic insights into how people make decisions and react emotionally to that process can add valuable insight to many areas of financial services, from......
relevant regions
Stavanger, Norway
Consulting
A wide range of services including business analysis, software design, development and project management Visigon consultants have a unique combination of technical expertise and knowledge in the financial markets, and solid experience in working with the large banks and financial institutions in the Nordic market....
relevant regions
Sydney, NSW, Australia
Copywriting
Brochure copy & design If you’re introducing a new product or service or revitalising an established brand, CoreData boasts a team of copywriters and designers who have worked with some of the world’s most recognisable names. We can create attractive marketing material specifically targeted to reach key audiences....
London, United Kingdom
CRM & Client Communications
Client relationship management Client data is arguably the most precious asset of any firm. Unfortunately it is often stored in many disparate systems leading to duplication, inaccuracy and incompleteness. This, together with a lack of firm governance and policies, can mean that client data is not up to the required standards......
Vilnius, Lithuania
Custom Applications Development
To telecommunications, financial services and retail industry clients across Europe, Metasite offers full-cycle software applications and platforms development services – from business case development, requirements analysis and product development to ongoing technical support and maintenance. Over the last 18 years we have accumulated considerable industry-specific experience and have built up a......
relevant regions
Toronto, ON, Canada
Customer Acquisition & Growth
ParameterInsights is currently advising several leading financial firms to grow faster. We work directly alongside your business teams to design and execute growth systems to help you increase conversion rates, grow customer lifetime value, and reduce acquisition costs. ...
relevant regions
Sydney, NSW, Australia
Customer Content
This means that whether you’re seeking articles for a website, social media platform, blog or newsletter, you can rely on us to get the job done....
Cambridge, MA, United States
Customer Experience Advisory
A laser focus on customer experience (CX) is the best path to business success. It requires adapting to a customer-led market and creating an engine to sense and respond to the nonstop changes in customer sensibilities, behaviors, and expectations. This is not altruism but an economic engine of growth. Forrester has the......
relevant regions
Cambridge, MA, United States
Customer Insights Advisory
Customers are disruptive. Restless, digitally savvy, intolerant, and free-spirited, they are driving profound change in what businesses are and how businesses work. There is no single archetype; this is now about anticipating customers at the human and emotional level. Winning requires customer insights and conviction that eclipse your previous understanding. Attitudes and......
relevant regions
New York, NY, United States
Customers & Distribution
We guide our clients in creating sales strategy, setting up an effective distribution organization, and designing market offerings tailored to specific customer groups. Our global team of local and international experts not only provides insights into markets, but also helps define appropriate market entry strategies, and execute international expansion plans....
Stavanger, Norway
Custom Software Solutions
Concepts and services for the digitalization of your company Digitalization is the key to creating competitive advantages. Since you always want to be one step ahead of your competitors, you should be able to utilize and apply all the knowledge contained in your data, always make decisions based on real-time facts......
relevant regions
Sydney, NSW, Australia
CX Advisory, Insight and Implementation
CX solution architecture and design Digital transformation Value proposition design Data analysis and profiling Process flow automation Current and future state process mapping ...
relevant regions
Dorking, United Kingdom
CX Assessments
Customer perception + employee perception + management perception + IIC perception = your IIC perception Analyse your customer, employee and management customer experience perceptions, using our bespoke questionnaire management platform. Identify the priority areas of miss-alignment and potential CX malignancy in your organisation, as well as areas of best practice. Uncover the precise changes you......
relevant regions
London, United Kingdom
Data Management
It is widely known that data is probably the most valuable asset of a firm, perhaps even more important than the people who work for the firm. Good data management and governance is essential, especially in times of continually increasing regulation as it is essential to be able to provide......
Zug, Switzerland
Data Science as a Service
Our advisory teams offer a broad range of data management and advanced analytics themes in tailored projects to help our clients to achieve their individual objectives. We use pragmatic methodologies and a set of pre-defined use case kick-starters to accelerate the evolution towards becoming a data driven company. Don’t shy back,......
Sydney, NSW, Australia
Decision Making Drivers
Utilising the latest in behavioural science and choice modelling, we can help you understand what motivates people, where their biases lie and most importantly – cut through what really influences them to buy....
London, United Kingdom
Decision Support Tools
Processes to enhance decision-making are most effective when digitised. We design decision support tools that aren’t just ‘robo’, but centaur: harnessing the combined power of humans and non-human systems....
Cardiff, United Kingdom
Delio Plus
Working with Delio enables our partners to leverage our expertise in building private markets platforms across numerous use cases, as well as providing the ability to build on top of our existing infrastructure – continually leveraging our rich collection of new and existing functionality whilst also helping you go to......
relevant regions
London, United Kingdom
Delta Capita for Asset Management
How Delta Capita can help At Delta Capita we help you to design and implement strategies, define and operationalise target operating models and become more responsive and lean in your operations. Our asset/wealth management practitioners have proven track records and expertise in a range of areas, including but not limited to: Rationalising......
Newtown, PA, United States
Design
By applying design thinking and harmonizing design with engineering, we humanize challenges and simplify complexities, allowing your business to grow more valuable relationships between you and your users. Our services Service design: user-centric approaches for delivering the right product or service, at the right time, to the right user Customer experience: award-winning, anticipatory experiences that......
Gliwice, Poland
Design Sprint
Design sprint is a 5-day workshop that will let you compress weeks of endless debate into one. Create and evaluate your product together with end-users before the development even starts. All this in just 5 days! No matter what stage of development you are in – Design Sprint will let you quickly develop new paths for your product......
relevant regions
Vilnius, Lithuania
Development of New Products and Services
At Metasite, we have over 15 years of experience in helping clients conceptualize, design, build and launch new innovative digital, off-line and mixed products and services targeting consumers and business customers. Leveraging our in-depth market knowledge, expertise in client needs and behavior diagnostics, business and financial modelling capabilities and solid user......
relevant regions
New York, NY, United States
Development Services
Custom development and staff augmentation To improve business processes and workflows, we help clients to create custom built front-end web applications that link the requirements of business with those of stakeholders. We offer the ultimate in business process automation and custom-built workflows for private equity deal processing and many other applications......
relevant regions
London, United Kingdom
Digital
IAWMC has extensive knowledge of the digital and online market and has hosted thought leadership events to debate the topic. We also offer advice and mentoring to Fintech start-up companies in order to assist them to focus on the right target market within financial services. As digital transformation projects tend to......
San Jose, CA, United States
Digital Applications
We understand what companies need to conduct digital business. We streamline and reengineer applications and core processes to create highly-functional business units. By building a proactive plug and play architecture, we give companies the capacity to adapt quickly and change direction. Our portfolio Development Build and maintain application for speed. Modernization Update the building blocks......
relevant regions
Sydney, NSW, Australia
Digital CX Platforms, UX Design and Automation
CX engine multi-channel SaaS Chandler Verify - Know Your Customer SaaS Nurture onboarding SaaS Supermatch API and SaaS Interactive digital statements API development and data automation ...
relevant regions
Utrecht, Netherlands
Digital Enablement
Technology consulting Lead with innovation and gain a detailed understanding of how your technology can best be utilised to realise your strategic objectives with guidance and insight from our domain experts. Health Checks Establish the current state of your technical environment, systems, processes and cloud landscapes and receive invaluable recommendations with our various......
relevant regions
San Jose, CA, United States
Digital Experiences
There’s always an opportunity for human interaction, even in a digital world. We use insight, data and intuition to define experience-led solutions to solve the toughest strategy, design and technology challenges. With a focus that’s shifted from products and services to users, we deliver experiences that put human needs front......
relevant regions
Toronto, ON, Canada
Digital Strategy Consulting
We are practitioners focused at the intersection of digital and financial services, with a leadership team that works directly with your team. Parameter Insights is currently helping some of the largest financial services firms to innovate their digital capabilities. Let's start a dialogue and share with you what we're learning....
relevant regions
Edinburgh, United Kingdom
Digital Strategy & Consulting
Strategy & ideation Our strategy and ideation methodology analyses and understands every area of your business, identifying opportunities for new ideas, services or digital roadmaps. We then work alongside you, providing the strategy and guidance that empowers new businesses and transforms existing ones. Strategy documentation ROI analysis Digital roadmaps KPI development Discovery Our ability to identify and......
relevant regions
Bath, United Kingdom
Digital Transformation
Our experts will work across your organisation breaking through silos by applying our model-driven approach coupled with in-depth industry & technology knowledge. Working in partnership we will help you devise a business driven digital transformation roadmap which will support your needs now and in the years to come. Our consultants have......
relevant regions
Cambridge, MA, United States
Digital Transformation
Digital transformation is not just about technology; it is about reimagining your company. It is the necessary but challenging journey of operating digital-first with the speed and nimbleness to change or introduce new products and experiences rapidly, exploit technology to create lean operations, and free people to do more complex tasks that create value. Digital maturity Not all......
relevant regions
Gliwice, Poland
Digital Transformation
Embark on the digital journey We invite you to embrace the digital world, draw from its opportunities and introduce innovation to your company. Our experienced specialists and analysts will help you prepare the strategy of transformation and then design and implement new— or modify existing — solutions to meet changing business requirements. 22 years -......
relevant regions
Zurich, Switzerland
Digital Transformation & Client Experience
How much action actually needs to be taken in your bank? Where should the digitalization process begin? Are you on the right track? How do you develop a digital strategy? At this point it is worth noting that there is no digital strategy as such. The key is to have......
Bratislava, Slovakia
Gliwice, Poland
Discovery Workshop
Revolutionary workshop Our discovery workshop is a process that will not only help crystallise your vision but also ensure its perfect adjustment to your business objectives and customers’ needs. It has proven to be extremely helpful in terms of finding the right solutions, planning new features as well as setting objectives. +50 - Business Analysts and User Experience Designers to work on your......
relevant regions
London, United Kingdom
Distribution & Product
We also advise on the selection of business partners or technologies that can facilitate these activities in the field. Fund and product design, development and launch Fund rationalisation and restructuring Market knowledge – UK, Europe, off-shore, global Marketing and distribution strategy Pension and annuity reform Private client proposition alignment post-merger Tax transparent fund: design and launch ...
relevant regions
Cambridge, MA, United States
Emerging Technology
We are in the early stages of a technology revolution that will reframe the relationship between human and machine and between the customer and you. But AI, blockchain, RPA, robotics, IoT, AR/VR, and quantum computing are not simply about technology; they are about the timing and nature of strategic choices you make. When do you start experimenting in......
relevant regions
London, United Kingdom
End To End WealthObjects Platform
WealthObjects provides a single, unified platform to ensure consistency at every stage of the journey and across back, middle and front offices, for clients, advisors, portfolio managers and internal firm users. The fully flexible and customizable platform can be broadly divided into the following elements: Client onboarding Financial planning Automated investing Digital engagement Order management Portfolio management ...
Newtown, PA, United States
Engineer
From helping to build your digital workplace to infusing your software platform projects with the best engineering productivity tools and practices, our agile delivery teams orchestrate next-generation solutions that keep your business steps ahead of your competitors. Our services Engineering excellence: platforms and methods for attracting, training and deploying engineering teams who deliver......
London, United Kingdom
Exploration
Through effective partnerships with our clients, we use our market intelligence and experience to design the most appropriate strategy to meet our clients’ objectives. Typically this would involve blended manager strategies....
London, United Kingdom
Family Office Review
We will help you find improvements that can be made to the desired strategy, outcomes, behaviours, effectiveness and culture of the organisation Family Office Reviews can challenge but also validate the objectives and strategy to better enable your family office and family to meet your vision and values. We can make your family office even more successful With our......
relevant regions
Zurich, Switzerland
Finalix Business Consulting
Expertise The complex interrelations and dependencies within the financial industry demand functional and methodological expertise and experience. Finalix has experts in various business areas as well as experienced project team members. Finalix is a consulting boutique with a focus on the financial industry. Among our clients are universal banks, private banks, insurance......
Herts, United Kingdom
Financial Graphic Design
Full service graphic design solutions Colours and visual cues are vital for generating sales. Colour, for instance, increases brand recognition by 80%; and brand recognition, in turn, enhances consumer confidence. Whatever your graphic or print requirements – corporate stationery, magazines, exhibition materials, signage, brochures, or more – CreativeAdviser has over 25 years......
Herts, United Kingdom
Financial Logos & Branding
Compelling branding & logo design for IFAs & financial firms A strong brand is key to building client trust, loyalty and advocacy. CreativeAdviser specialise in developing strategic, consistent financial logos & brands which streamlines your verbal and visual communications, and adds brand equity to your firm. Our design team combine time-honoured artistic......
Herts, United Kingdom
Financial Marketing Solutions
Whether you need assistance with a marketing campaign, or an agency to act as your marketing department, CreativeAdviser offers powerful, cost-effective solutions that draw more prospects and maximise on your return of investment. Our marketing advisers specialise in marketing for financial planners, advisers, wealth managers and other niche firms in the......
Hunton Bridge, United Kingdom
Financial Marketing Solutions
Potent marketing solutions for financial firms Every financial firm needs new clients if their business is to thrive. This requires a steady stream of new, qualified clients. That’s why MarketingAdviser exists, we help financial firms improve their website and online marketing in order to generate more website traffic, new leads and......
Herts, United Kingdom
Financial Newsletters
Newsletters made specially for financial advisers Are you looking to engage your client base with compelling, unique content? At CreativeAdviser, our team specialises in creating amazing articles and newsletters which provide stimulating reading for your clients, increasing your brand authority and advocacy. Regular newsletters make people feel like they’re part of your......
Herts, United Kingdom
Financial Video Production
YouTube is now the world’s second biggest search engine, and over 80% of internet traffic is set to be video by 2021. Set your financial firm on strong communication footing for the future, engaging and attracting clients through the power of motion picture. At CreativeAdviser, we offer a range of video solutions......
Zurich, Switzerland
For Startups
250+ alumni US$370 million+ in funding 60+ collaborations facilitated Welcome global founders Startups and big business – banks, insurance companies and investors – have a lot to learn from each other. Our global ecosystem makes that happen. You bring agility and new thinking. They bring industry expertise and influence. Together, you innovate. Benefits Dedicated coaching & support -......
relevant regions
Philadelphia, PA, United States
Fractional CMO
For many companies, hiring a full-time CMO just isn’t a realistic option Maybe filling that role doesn’t fit within your budget, or you simply don’t have the marketing workload to justify a full-time position. But you still need expert marketing guidance. We’re here to help. Intention.ly’s Fractional CMO services Whatever your biggest strategic challenges......
relevant regions
Carlsbad, CA, United States
Fusion Black Ops
Originally built for $1B+ AUM teams, Fusion Black Ops provides advisors of all size comfort and confidence by providing a seamless process of getting a team from point A to RIA. Fusion Black Ops is a turn-key program for fee-only or hybrid teams that delivers an all-inclusive suite of services including:......
relevant regions
London, United Kingdom
HNW and UHNW Client Base Analysis
In a market with more multi-banked individuals and where loyalty is weakening, we help firms to shape a rigorous approach to generating growth from existing relationships. Our teams define, pilot and implement client insight programs which deliver an immediate ROI to the institution from new opportunities and increase in clients’......
relevant regions
London, United Kingdom
Index Design and Strategy
We provide on-demand research, design and development resources for clients considering new indices or index-based products. We do this by leveraging our expertise. During our decades of experience in index design and governance, we have discovered a number of crucial elements that are key in the successful launch of indices –......
relevant regions
London, United Kingdom
Index Governance & Management
Good governance of an index or index family is vital for market acceptance. Moorgate Benchmarks works with its clients to create and document governance structures that ensure indices are free from conflicts of interest, and that calculation and review errors are minimised, without imposing dramatic changes on clients’ established procedures......
relevant regions
Long Crendon, United Kingdom
Invessed Experience
Use Invessed to build secure portals and lead-generation websites. Experiences are designed to specification, for browser or mobile app platforms. Wide range of out-of-the-box features, including portfolio reporting, fund tools, document libraries, message centre and investment commentary. Safeguard client data with two-factor authentication, web application firewall and the security provisions afforded by......
relevant regions
London, United Kingdom
Investment Management
We also advise our clients on the optimisation of ancillary investment activities, including foreign exchange and securities lending. Application strategy selection Asset manager / hedge fund launches Gap analysis and opportunities assessment Investment process alignment Mandate compliance Multi boutique model Performance and risk Research and strategy determination Securitised debt vehicles Stock lending review ...
relevant regions
New York, NY, United States
Investment Product Design
Moody's Analytics investment product design solution delivers a product risk and suitability framework that allows product providers, distributors, and advisers to develop investment propositions aligned with stringent regulations and configured to business needs. There is increasing pressure from regulators to ensure that retail investment solutions are suitable for customers' risk profiles......
Basildon, United Kingdom
Investment Proposition
We work with firms to create and deliver robust investment propositions for their clients. We currently influence well over £750 million through our research, analysis and due -diligence work for advisers. Typically, our services include: Review, critique and documentation the Investment Philosophy and Process Portfolio design/review and risk mapping Writing up quarterly/bi-annual client commentaries Asset......
Pfäffikon, Switzerland
IT services and consultancy
Consulting and project management Having grown to maturity within the Avaloq environment, Asubium does not just focus exclusively on the Avaloq implementation business. We will gladly take on the management of projects or subprojects, advise on complex banking tasks, and support you in your important strategic decisions. Our staff's wide-ranging knowledge of......
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Gliwice, Poland
IT Strategy Workshop
Revolutionary IT Strategy Workshop A highly intensive workshop aimed at creating your IT strategy thorough analysis of your company’s business needs, industry trends, identifying key pain points and opportunities. The workshop is based on small group discussions, brainstorming and interactive exercises. Its outcomes are recommendations of possible solutions, perfectly tailored to your company, along with high-level strategy on......
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Eastleigh, United Kingdom
Key Account Relationships (PROMIS)
High-value projects and long-term contracts bring with them both opportunity and inherent risk. Key account relationships can become strained, service delivery can go off track and results can vary. This is especially true of high value B2B relationships where there are often misaligned multiple stakeholders involved. Suddenly, it doesn’t seem to......
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Zug, Switzerland
Luxoft Wealth Management Services
The wealth industry is undergoing significant changes, which brings into focus key capabilities that will be needed to support Wealth clients as they pivot to address the changing customer needs and shifting market conditions. The typical wealth management client journey has remained largely unchanged, however there are significant drivers that have......
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Sydney, NSW, Australia
Managed Services and Channel Optimisation
Digital experience delivery UX design and journey mapping Scanning and digitisation Print and mail production Omni-channel delivery and integration Platform development and integration ...
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Paris, France
Management of Complex Projects
The scope of a project, the multiplicity of stakeholders or even its strategic nature require the definition of a specific project organization. How do you give yourself the best chance of delivering a project on time and on budget? Noveo Conseil assists program departments in terms of steering and coordination. The approach is intended to......
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Bonn, Germany
Marketing
Our work ranges from strategic marketing topics such as product design and product positioning, to operative and tactical marketing measures such as improving marketing efficiency and effectiveness. We help clients develop product portfolios that incorporate behavioural economics and new digital possibilities; we segment their customers in a practical and meaningful......
Sydney, NSW, Australia
Market Segmentation
Using multivariate analysis techniques such as cluster analysis we are able to develop advanced market segmentation systems that reveal tribes whose members demonstrate strong similarities to each other, yet are markedly different from other tribes. The differences in behaviour and perspective among these tribes needs to be understood intimately – which......
Bath, United Kingdom
Mobile
As a technology company, Altus invests heavily in staying up to date with advances in technology and our digital team can distil that knowledge to shape the most effective solutions for your organisation. Over recent years we have worked with many financial services companies to deliver their customer experience solutions. Mobile capability......
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Richmond, United Kingdom
Mobile Application Development
Already created over 40 apps Average rating in mobile stores: 4.75 Eight years of mobile app development ...
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Chicago, IL, United States
Morningstar Fiduciary Services
In-depth investment expertise Leave the investment selection to us and spend more time pursuing your business goals. Our investment team conducts a comprehensive quantitative and qualitative analysis of funds, using the extensive fund research and data that you’ve come to trust from Morningstar. Ongoing support for your plan The work doesn’t stop once......
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Chicago, IL, United States
Morningstar Indexes
Our indexes Intelligent indexing across asset classes, styles and strategies. Equity Offering comparable exposures to other indexes on the market while delivering exceptional value. Alternatives Providing exposure to alternative asset classes including hedge funds and real assets. Fixed Income Transparent, modern bond index solutions for defining the fixed income securities market. Multi Asset Indexes designed to truly reflect how asset allocators build and deploy......
relevant regions
Boston, MA, United States
New banking models
We help our clients leverage fintech ecosystems and technology to rapidly enter new markets while protecting the core services of their business....
relevant regions
Zurich, Switzerland
Offering & Business Strategy
Asset Managers & Owners Active and passive long-only, hedge funds, family offices, pension funds. Wealth Managers Universal banks, private banks, independent advisors. Technology & Service Providers Fintechs, data providers, asset servicers....
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London, United Kingdom
Omdia Consulting
Where to play Identify new markets, strategize for growth, prioritize investments What to build Foresee demand, craft a unique value proposition, test the market How to win Segment, message, and reach your target audience Where to play Omdia allows you to strategize for tomorrow and accurately identify, assess, and size growth opportunities, with a forecast for how......
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Boston, MA, United States
Open Banking, Data & API
We help banks go beyond API implementation with a service design approach to deliver a responsive platform that can accurately access data for regulatory requirements and customer benefits....
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London, United Kingdom
Operating Model
Our people provide first-class collaboration and the strategic design principles and guidelines, which enable us to construct the core pillars of a model – people roles and responsibilities, process design, technology deployment, data management and governance and the integration with third party service providers. Functional and technical models Governance and control framework Operating......
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Zurich, Switzerland
Operating Model Assessment & Design
An operating model with simplicity in its design and built for speed, scalability, and stability enables competitive time to market, facilitates an expansion of your offering and your operations. A good operating model is key. Current operating model assessment Target operating model design Complementation & Outsourcing ...
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Paris, France
Operational Effectiveness
Definition and implementation of the Target Operational Model In a rapidly changing economic, regulatory and technological environment, finding a balance between customer needs, operational efficiency and risk management is imperative. How to optimally mobilize stakeholders to define an efficient operating model? Noveo Conseil supports you by integrating your business challenges and your constraints......
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Bronxville, NY, United States
Operations Management
Data access Import to custodians Brokers and Investment Managers via direct feeds Screen scrapes OFX feeds Emails Faxes Paper Data reconcilliation Daily reconciliation to position or trade Blotter Process corporate actions Secondary statement validation Year-end review ...
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Philadelphia, PA, United States
Outsourced Marketing Team
Turbocharge your marketing efforts with Intention.ly’s Outsourced Marketing Services Call on Intention.ly as your outsourced marketing team to deliver these critical marketing services: Competitor assessment We analyze your marketing efforts against your top competitor’s offerings to determine competitive advantages, brand perception, gaps and challenges, and opportunities for the greatest impact going forward. Brand building From......
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Newcastle, United Kingdom
Outsourced Sales & Marketing
durhamlane has worked tirelessly to refine every aspect of the sales process, because we passionately believe there’s a better way to sell. Working across the sales cycle end-to-end, we offer a proven, honed and structured methodology which sets the standard for sales effectiveness. We call it ‘Selling at a Higher Level’,......
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London, United Kingdom
Outsourcing
Our unrivalled knowledge helps a client address the critical challenges and move to an optimal outsourced model. Benchmarking service and fees Contract and commercials negotiation Outsourced dealing and outsourced trading Oversight and resilience including ‘Dear CEO’ Partner selection Relationship review Service level standards Sourcing strategy & provider options Supplier management framework ...
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Philadelphia, PA, United States
PE Marketing Analysis & Planning
Phase 1 Revenue impact analysis What’s the impact of current channels on reach and revenue? Where are there opportunities to scale? Do they have the appropriate marketing operations, analytics and reporting structure in place to measure success and find opportunities for optimization? Team structure assessment Where are there gaps in roles, responsibilities, or skill......
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Lausanne, Switzerland
Personalised Reporting Solutions
We build robust and yet highly flexible / customizable reporting solutions that support local specificities, culturally, functionally and technically. We integrate reporting functionality directly into our customers' intranet, extranet and internet portals. Our projects cover both fully automated and ad-hoc reporting. We create solutions that use data from multiple and dynamic data sources......
Vancouver, BC, Canada
Personalized Website Designs
Ascend Provide a seamless experience for your visitors with this elegant framework. Designed to lay the groundwork for well-formatted and scannable content. Silver Lining A modern and harmoniously balanced framework, with a layout that emphasizes function and effortless flow for the user. Reduced core elements create simplicity for an improved overall user experience. Linebreak Break......
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Bonn, Germany
Pricing
Today we are widely considered to be the world’s leading pricing consultancy. While our hearts beat for TopLine Power® and growth, pricing is in our genes. Whatever your pricing problem, we know how to fix it. Our worldwide projects have given us deep experience in every industry, product, service and aspect......
Montréal, QC, Canada
Process
Working with Mako Fintech Whether you have an existing system with multiple integrations or have been working manually, our team can design a custom solution to meet your unique needs. That means our customers only pay for the features they need. When your team decides to work with Mako, it takes only......
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London, United Kingdom
Product Offering Rationalising
The process of reducing the product suite has positive cost implications but risks alienating clients if not done sensitively. Our client centric methodology helps firms migrate their clients, deliver operational benefits and clarify market positioning for the firm. It also has positive application in new product development through guidelines which......
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Sydney, NSW, Australia
Product or Concept Testing
To prevent you from investing time and money in a concept or product that doesn’t resonate with your target market, CoreData will test it for you. After evaluating what it is you are testing and determining the best environment to test it in – whether this be with stakeholder consultation, in......
London, United Kingdom
Product & Proposition Development
We have proven experience to help you evolve the way you offer investment solutions to your clients. Through effective partnerships with our clients, we use our market intelligence and experience to design the most appropriate strategy to meet our clients’ objectives. There are many advantages of developing own–branded/white label funds managed by......
New York, NY, United States
Product Strategy
We support our clients in developing and adjusting product strategies for both traditional and alternative investments. This includes reviewing and optimizing product portfolios, developing innovative new products, and quickly bringing products to market....
London, United Kingdom
Programme & Project Management
Our consultants have many years’ experience managing projects from small projects to large projects and much larger strategic programmes of work that took several years to complete. We’ve managed initiatives to: Select systems for: front office; middle office; back office; CRM and client onboarding; client reporting and communications Implement systems Select outsourcing partners Implement middle......
Boston, MA, United States
Program & Project Management Services
Free up your team Program management requires rigor, due diligence, and attentiveness—do you have the resources for the job? Even the best program strategies can be waylaid by resource constraints. To see an ambitious program through, you need a dedicated program management office to ensure key deliverables are on-time and on-budget, with......
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Dublin, Ireland
Proposition
Issue The change in client demands and service expectations has put pressure on Private Banks and Wealth Managers to deliver more for less. Clients demand more personalised advice about investment products and a wider range of services that are tailored to them, and can be delivered through multiple channels. Firms have a......
London, United Kingdom
Proposition Development
We develop industry leading frameworks for all aspects of consumer finance, helping you understand and meet the unique financial and emotional needs of each client: behavioural profiling tools, suitability processes, goals-based investing solutions, information design, regulatory compliance, risk capacity modelling, etc....
Basildon, United Kingdom
Proposition Development
We work with platforms to develop products and propositions, analyze their positioning in the marketplace and strengthen their relationships with advisers. We help them identify their distinct advantages (and weaknesses) and build propositions that present this to advisers in a compelling way. Through research-based content and thought-leadership, we’ve built a reputation for......
Sydney, NSW, Australia
QuietGrowth Tech
We are a dedicated team who have been building high-quality tech products including QuietGrowth, the automated investment management service (robo advice). We have connections with talented experts across many technologies and business domains. We can conceptualize, design, build and market for you. Tech capabilities: websites, mobile apps, prototypes and software tools Design......
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London, United Kingdom
Requirements Definition
In IAWMC's opinion, the gathering and documenting of requirements is an essential first step in any project. Without requirements, scope cannot be controlled and even more worryingly what is delivered may not be what was required or expected. There have been several high profile projects that have failed due to......
London, United Kingdom
Research & Consulting
Smart techniques which look further and deeper Sector expertise to design and interpret research in context Planning mindsets to decipher meaning from information Business acumen to drive action from insight With our Research & Consulting, you can: Devise customer-centric strategies Launch category-leading products and services Build powerful brands and marcomms Inspire customer loyalty ...
relevant regions
New York, NY, United States
Research & Due Diligence
iCapital is the leader in providing the independent wealth advisory industry with a diverse selection of quality private equity, credit, real estate and hedge funds. By providing access to these funds, complemented by institutional-quality investment and operational due diligence, iCapital helps advisors achieve their client’s investment goals of growth, income......
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Bonn, Germany
Sales
Closing the sale is the final step on the way to TopLine Power®. A company’s strategy, marketing and pricing will all fail if its sales team is not aligned. And this is exactly where the catch is. While most companies have their fair share of excellent salespeople, many of them......
Zurich, Switzerland
Secure Blockchain for Business
In reality, those conditions are rarely met. Blockchain is excellently suited for handling cross-company business processes and develops its potential far beyond crypto currencies. It enables trusted, transparent and seamless transactions and a common view of data within an ecosystem. Blockchain-based ecosystems are a catalyst for digitization and have the potential......
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Dorking, United Kingdom
Senior Managers & Certification Regime
The SM&CR is intended to help meet this objective. The FCA have also called on firms: "to demonstrate how they are delivering a culture that rewards good conduct, that sets out clear accountability and encourages good decision making." Under the SM&CR, the chair person, chief executive, directors and senior managers of a business......
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London, United Kingdom
Setting up a Family Office
We can help you, but beware that family offices are very complex businesses and require skill and knowledge to set them up correctly and effectively. Too often, we find that there is no clear objective or soaring costs, which result in a change in direction or a closure of the office. Family......
relevant regions
London, United Kingdom
Gliwice, Poland
Software Development
Software Development Since 2000 we have completed more than 600 projects. It’s a lot but our focus is on quality, not quantity. Work with us and turn your idea into a great software solution for your company’s needs. 40% - team members with over 5 years of experience 22 clients - with us for over 5 years $61......
relevant regions
Gliwice, Poland
Software Product Design
Achieve a real edge over competitors The carefully thought out design and well-prepared technical architecture are the ones that set the product’s direction and guide a development team. We believe that, even though it is best to focus on these aspects at the beginning of the process, they add significant value to the......
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Zurich, Switzerland
Software Solutions
Our solutions are custom-built to meet you and your partner's specific requirements, making it possible to truly stand out. Using a modular and flexible approach, the solutions seamlessly integrate with existing systems no matter how sophisticated the setup. Both your internal and external users will love working with the new......
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Paris, France
Strategic Advice
Definition and implementation of the strategic vision In a highly competitive market, we are witnessing major changes: drop in revenues, regulatory pressure, changes in customer expectations, industrialization of production activities, etc. How to define a strategic vision in an environment in perpetual motion? We support you to set the course, unite your teams......
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Geneva, Switzerland
Strategic advisory
Our team of consultants brings you a complete understanding of ESG and impact investing. We will help you to define and adapt your investment process to achieve both financial returns and positive impact. We use our proprietary Value Mapping tool to establish a sustainable investment policy. Our ESG Consensus® and Portfolio Check tools......
Stamford, CT, United States
Strategic Advisory
How Can We Help? At Cognivo, we have become the go-to experts for financial institutions, providing clear and concise guidance on how to leverage cutting-edge technologies to optimize operations, enhance client and investor experiences, and minimize risk. Through in-depth assessments of the institution’s technology landscape, market trends analysis, and regulatory insights, we......
relevant regions
Boston, MA, United States
Strategic Consulting
Cerulli’s strategic consulting combines our expertise in research and data collection, industry-focused thought leadership, and 25 years of experience to provide our clients with targeted guidance on their most important strategic issues. Examples include: Product viability analyses New market entry strategies Digital advice incorporation Responses to regulatory changes ...
Eastleigh, United Kingdom
Strategic Customer Relationships (SCR)
Strategic Customer Relationships (SCR) uncovers customer expectations, measures your performance against those expectations, identifies where your biggest challenges and opportunities lie and pinpoints exactly where your customers want you to improve. Establishing what matters most to your customers and how you measure up Unlike generic satisfaction surveys, we start where most people......
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Vilnius, Lithuania
Strategies for Digital Transformation
Our consultants and analysts have deep expertise across a number of industries, including telecommunications, insurance, banking, retail, online media, e-commerce, and cloud services. Working hand-in-hand with our clients, we assist in developing solutions to the most difficult digital transformation challenges, providing expert analysis, market insight, business case creation, project planning, and......
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Toronto, ON, Canada
Strategy Consulting
At BlueRush, we take a strategic approach to every project, to ensure we deliver the right solutions, flawlessly executed, to capture the response you want from your audiences. And we’re with you every step of the way, operating in partnership with your marketing and digital teams. Research - Mapping the landscape Strategy - Planning intelligent campaign design UX/UI......
relevant regions
Zug, Switzerland
Strategy & Management
Business & Organization Business Strategy Corporate Governance Investment Strategy Products, Services & Markets Value Proposition Product & Market Strategy Technology Technology Strategy Ecosystem Strategy ...
relevant regions
Mumbai, India
TCS’ Strategic Marketing Services
Challenge Increasing and persistent complexity of customer interactions and pressures of growth has led to the role of marketing in financial institutions to evolve beyond traditional responsibilities of brand management, advertising and market research. Reimagining critical marketing functions, customer engagement through new age digital marketing for banking and insurance and improving......
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Cheseaux-sur-Lausanne, Switzerland
Technology Architecture and Design
Available, secure, flexible cybersecurity architecture We design future-proof cybersecurity architectures to keep in step with your changing business. First, our certified consultants develop a thorough understanding of your business and IT systems to identify vulnerabilities resulting from misconfigured, under-used or obsolete technologies. By balancing the competing priorities of the business mission,......
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Edinburgh, United Kingdom
Technology & Engineering
Advanced software engineering Our in-house team of engineers are experts in developing native and cross-platform mobile and web applications, as well as their supporting backend. Also specialising in CMS and API creation or integrations, robust and efficient engineering is critical to the culture of xDesign. Native mobile app development Cross-platform enterprise app development Front-end......
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New York, NY, United States
Technology Roadmap Design and PMO Support
The unifying theme across our work is to serve as your partner acting as a catalyst for change within your organization and then help you lead and drive the change to achieve specific business objectives. As part of Technology Roadmap Design and PMO Support, Wealth Consulting Partners identify technology requirements to fulfill your vision......
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Zurich, Switzerland
Technology & Services
Your technology and platform strategy should follow the business strategy. There is no need to re-invent the wheel. Focus on your differentiating capabilities and leverage our experience and deep understanding of the solutions market. Platform strategy Selection & Negotiation Implementation ...
relevant regions
Zurich, Switzerland
TGGC Platform
For Asset & Wealth Managers: 1. On demand COO/CTO advice 2. Assessment of current Operating Model & strategic fit 3. Definition of a Platform Strategy 4. Architecting the Target Operating Model 5. Advise on contract negotiation 6. Project Health-check 7. On-demand domain expertise For Platform Providers: 1. On-demand Product Manager advice 2. Definition of a Product Strategy 3. Assessment of current offering & market fit 4. Advice on client experience improvements 5. Help the......
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London, United Kingdom
The WealthTech Landscape Report Series (WTLRs)
The Wealth Technology Landscape Report Series (WTLRs) takes the solutions and solution provider marketplace that we host in our digital platform, segments them in different ways (see below) and creates written reports which are formed of a content and opinion element and a directory element. These reports support and enhance the......
relevant regions
London, United Kingdom
Transformation & Change
Our people’s depth of knowledge and breadth of expertise sit behind our ability to advise on the key industry drivers, provide specialism at scale and outcomes at speed, which help our clients develop their capacity to support change. Delivery assurance Process improvement Programme and project planning Project governance and control Testing strategy Vendor selection ...
relevant regions
Philadelphia, PA, United States
Turnkey Programs
Marketing Executive Coaching You have everything it takes to be a great marketing leader. You just need someone who’s been in your shoes before to give you a little guidance. Intention.ly’s CEO and co-founder, Kelly Waltrich, will show you how to set goals and expectations, increase your influence with the c-suite,......
relevant regions
London, United Kingdom
TWM Marketing Subscriptions
TWM recognises that solution providers are facing increasing challenges to be able reach, engage and do business with participants in the wealth management sector, given the ongoing levels of change, demands and innovation across the market. Considering this backdrop, TWM has a range of marketing subscriptions that offers solution providers a platform to support: Exposure......
relevant regions
Vilnius, Lithuania
User Experience Design
It includes elements of visual design, interaction design, information architecture, usability and user research, and is concerned with all facets of the overall experience delivered to users. For over a decade Metasite UX design team has been helping construct new and improve existing user experiences provided by a variety of digital......
relevant regions
Edinburgh, United Kingdom
User Experience & Design
User experience By combining a human-centered approach with a deep understanding of your business goals, we make complex systems simple for your users. Through in-depth user research, wireframing and effective information architecture, we help fuel the ultimate experience, with agile methodology, user testing and feedback incorporated at every stage of the......
relevant regions
Geneva, Switzerland
Value Mapping
These investment guidelines define the client’s sensitivity and clarify his or her priorities in terms of financial returns and sustainability impacts. Result of the questionnaire can be used to communicate with investment managers and other stakeholders. Based on our expertise and knowledge of the existing investment solutions, we define priorities......
London, United Kingdom
Voice of the Customer
What We Do Listening to your customers to help you understand them We work with companies to help them understand what their customers want, how they get it, what they think about the business and how to develop it. We’ll tell you how to improve frontline performance, raise barriers to switching, grow......
relevant regions
Rockland, MA, United States
Wealth Management Consulting
We can drive increased productivity and performance across your enterprise by helping you do the following: Deliver differentiating digital experiences Boost operational efficiency through optimized operating models Maximize quality and value of data for the firm and your clients Perform comprehensive search and selection processes for vendor solutions Refine client reporting and communications strategies Drive client-centric......
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Richmond, United Kingdom
Web App Development
Over ten years of development experience 90+ highly skilled developers 80+ completed projects ...
relevant regions
London, United Kingdom
Baar, Switzerland
Windmill
Strategize Product discovery Value proposition & market fit Portfolio analysis Vision and concepts Design Design thinking Design sprints Rapid prototyping & site maps Elaboration & interactive prototypes Hi-res visual designs Build Lean software development Full-stack engineering Solution architecture Automation & Cloud Security ...
relevant regions
Bengaluru, India
Wipro Digital
We are a mix of strategists, creative directors, designers, writers, media strategists, digital marketers, developers and relationship builders. We’re committed to creating vibrant and relevant brand experiences on every level. What we do An enterprise transformation partner Together with Designit, we are an innovation-led, enterprise transformation partner built for today’s digital challenges. We focus......
relevant regions
London, United Kingdom
Woodhurst Services
Management At the core of the business are our project and programme managers who are adeptly qualified to provide expertise across the delivery lifecycle. From project initiation through to implementation, we are able to lead complex programmes and projects for our clients, combining our deep industry experience as individuals with our......
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Knowledge Resources
Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.
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