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 Solutions182
  • Solution Providers88
  • Knowledge Resources31
Business Needs Filters
Office Presence Clear

Featured Solutions

Cardiff, United Kingdom

Delio Private Markets Technology

The Delio Platform enables your organisation to offer a digital, white-labelled private market proposition that covers the entire investment cycle. Origination, distribution, transaction and reporting are integrated seamlessly enabling users to scale their private market offering quickly, efficiently and compliantly. Meanwhile, your clients benefit from 24/7 digital access to your......

Client type
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......

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
Milan, Italy

Objectway Customer Enablement

Objectway Customer Enablement Service work closely with client’s team to implement and operate in the long term the wealth and asset management solution they choose to adopt. Objectway uses its own methodology, business, technology capabilities and deep expertise, to get clients’ platform live as fast as possible, to assure its consistent......

Client type
Relevant Regions
Milan, Italy

Objectway Technology

Our sustained investment in technology is there to give our clients all the flexibility and scalability they need. Analysts say we ‘combine the credibility of an established vendor to the innovation of a fintech’. An omni-channel approach weaves web, mobile, messaging and CRM technologies into a threaded whole that facilitates......

Client type
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
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
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
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
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
Relevant Regions
London, United Kingdom

Operating Platforms

We integrate the best financial technology and services to create efficient and engaging investment operating platforms for family offices, wealth and asset managers. Our platforms provide our clients with the capabilities they need to operate most efficiently by: Selecting and integrating the best technology and services Delivered through a single, cloud-based, customisable portal ...

Client type
Relevant Regions

All Solutions

London, United Kingdom

4LOD

4LOD is focussed on the provision of software solutions for financial service firms, professional service firms, corporate organisations and governmental agencies.  4LOD delivers software solutions through both its 3LDC Group services and its external partner network. These software solutions enable our own user interface and allow international clients to enhance their......

relevant regions
London, United Kingdom

Advisory

For selected clients we offer a range of strategic level advisory services, including: Outsourced CTO Product owner Board advisor Through our partner network we offer access to market leading advice and guidance on: Cyber security Network and systems Benefits: Expert knowledge: Access to a senior team of individuals bringing experience across: Designing and building technology products.  Selecting and buying technology......

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
London, 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 ...

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......

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
Zug, Switzerland

Business Model Transformation

We firmly believe that business models need regular maintenance! Too much is going on in society, customer behavior and the economy, often generated by digitalisation. Disintermediation and value migration has also been the undoing of many companies. In our experience, companies still wait much too long to review their business models......

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
Melbourne, VIC, Australia

Client Communication

Our news & practice updates help a practice grow.  There are two types and both seek to: Maximise client referrals Generate more business from a client base Improve client experience Give something back through competitions Include your business clients Look to gain access to referral partner client bases To generate far more website traffic that will improve......

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......

London, United Kingdom

Client Insight

Drive business growth and performance by bringing the voice of the High Net Worth client into decision making. Our Client Insight practice specialises in understanding ultra/high net worth individuals and the financial institutions with which they interact. Using quantitative and qualitative research methodologies, our solutions cover: Client experience: Understand what your......

relevant regions
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
London, United Kingdom

Consulting

Experts in every aspect of the product lifecycle.  Discovering the growth opportunity Focusing on just shipping code as fast as you can is a huge risk to the success of your venture. Mitigate that risk by understanding the dynamics at play between your customers and competitors to discover your growth opportunity. Designing a......

relevant regions
London, United Kingdom

Consumer Profile

Consumer Profile is composed of three key data sources:  ...

relevant regions
London, United Kingdom

Content & Copy

In conjunction with our network of creatives, we create content for screen and print and write engaging copy covering any subject.  As we are born from the industry, you won’t spend inordinate amounts of time explaining subjects to us and typically our partnerships develop symbiotically with potential topics and collateral......

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....

Zug, Switzerland

Corporate Governance

Complying with the law and with certified governance processes is not nearly enough: the shareholder structure and the composition of the board are also key elements that can be responsible for success or failure. We have very successfully helped clients to change ownership structures that were hindering the development of the......

Zug, Switzerland

Corporate Strategy

Strategy is about looking well ahead to secure the long-term development of the company. This starts with a ruthless assessment of the products and services in relation to the customers’ needs and the competitors’ position. Today more than ever, it is crucial to understand the mechanisms that will transform your industry:......

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....

Laverton, VIC, 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......

Rotkreuz, 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....

Winston-Salem, NC, United States

Decision services

Oakbrook specializes in the implementation of business strategy to achieve your targeted goals including: Digital transformations Improving operations for cost reduction Recovering initiatives in distress Scaling capabilities for new business Technology and operational assessments  Oakbrook expertise enables us to render assessments efficiently and effectively. These assessments serve as the center point for additional consulting services that......

relevant regions
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 Expertise

With decades of collective experience at top tier financial institutions, Delio's team can deliver a wide range of services that support the development of private market propositions. Whether you’re new to private markets, looking to enhance an existing solution or need bespoke advice on the most technical of challenges, we can......

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......

Copenhagen, Denmark

Design & User Experience

An agile & user-centric approach to ensure your product will be loved The design and UX philosophy we follow is user-centric. We believe that outstanding design not only makes you look beautiful online but also creates intuitive user experiences. This ensures our solutions are easy to use and fosters repeat usage. Our process is......

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
Laverton, VIC, 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
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
Copenhagen, Denmark

Digital Strategy & Transformation

Become agile, lean and more cost effective through digital Like business strategy, digital strategy is about making conscious decisions about the actions to take and not to take. In short, this means outlining where you are now, establish where you want to be in the future and then specify the actions......

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
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......

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
London, United Kingdom

Do

When an objective reaches project execution phase, Brickendon have the delivery consultants to carry out the work and ensure your investment is rewarded with the end state you agreed and expected, with no surprises. We take responsibility and can work to a fixed price, ensuring you are not at risk of......

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

ESG & Sustainability

Yet it is clear to all of us that the ways we produce, consume and finance will have to change. At MJ Hudson, we believe that investors play an important role in this transition. First, to better understand the impacts of their investments on climate change, ecosystems, and society. Second, to......

relevant regions
Winston-Salem, NC, United States

Execution services

Data conversions From data mapping one system to another, data delivery and consolidation, or integration for reporting, Oakbrook Solutions brings the unmatched expertise of working with every major vendor. Integration solutions Integration is a critical component of an effective operating platform. We are familiar with most software applications in our industry and have......

relevant regions
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
Zug, 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......

London, United Kingdom

Financial Clarity

By combining transactional data and the intermediary intelligence we are able to provide detailed analytics to help your business grow and develop new products by understanding the market better. Financial Clarity will help your organisation to shape its sales, marketing and distribution strategies. Financial Clarity dashboards are uniquely generated for every......

relevant regions
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......

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
Zurich, Switzerland

Impresm

We build strategies and relevant content that will create a strong digital foundation for your business. We will simultaneously teach you all of the skills you need to continue growing your online presence long after the program has ended. The areas we focus on during our 6-month programs include: Digital marketing strategy Social......

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
Bath, United Kingdom

Industry Models

Built-up over a number of years using proven engineering techniques, our models provide a blue-print for the structure and operation of an FS organisation. We take enormous care in constructing and maintaining our models to reflect the latest industry understanding, regulation and market context, and we present them in a......

Zug, Switzerland

Investment Advisory

When the private or institutional investor is not satisfied with the performance of his investment, we generally step in and take an executive co-management role, thereby legitimising our participation by putting “our skin in the game”. Taking full advantage of the broad scope of our skills, we start hands-on “consulting and......

London, United Kingdom

Investment Advisory

Initially established as Allenbridge, MJ Hudson’s Investment Advisory team now operates under MJ Hudson Allenbridge, providing a range of investment consultancy and independent advisory services. With GB£70 billion of assets under advisement and a high-calibre advisory team that offers substantial senior experience across the investment and pension fund industry, we are......

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......

London, United Kingdom

IR & Marketing Solutions

Our Investor Relations & Marketing Solutions team helps clients identify and communicate what makes them exceptional. Our work helps our clients raise money, strengthen relationships, and increase the value of their brands. From offices in London, New York and Vancouver, we work with a wide variety of alternative assets fund managers,......

relevant regions
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......

relevant regions
Zurich, Switzerland

Managed Custom Development

Software development and quality assurance around financial services is our DNA. We implement additiv KickStarterTM – Hybrid Wealth Manager tailored to suit your wealth management needs. Our business and technical expertise enables us to listen to your business needs and customize according to your strategy including: Customer onboarding journey, Custom custodian API interfaces, Market data API interfaces, Trading......

Laverton, VIC, 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 ...

relevant regions
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......

London, United Kingdom

Mobile Application Development

Already created over 40 apps Average rating in mobile stores: 4.75 Eight years of mobile app development ...

relevant regions
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......

relevant regions
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....

relevant regions
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......

relevant regions
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....

relevant regions
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......

relevant regions
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  ...

relevant regions
Zug, Switzerland

Operational Improvement

Independently of the strength of their strategies, there are numerous areas where companies can jeopardise their existence at an operational level. Very often, the main problem is not the strategy of the company but its poor execution. This starts by having the right people in key managerial and technical functions. Taking......

Bath, United Kingdom

Operations

Our approach to improving Operations is underpinned by broad industry models which enable us to consider the whole of an operation from multiple perspectives. In this way we can ensure that operational change projects don’t simply put out fires in one corner of the business only to light them in......

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 ...

relevant regions
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......

relevant regions
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’,......

relevant regions
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 ...

relevant regions
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......

relevant regions
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......

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......

London, United Kingdom

Product Design

We design, build and help bring to market Cloud Native, Enterprise Ready Applications for finance sector clients. We provide the capacity and set of necessary capabilities to partner our clients and take their ideas for a financial digital service or product into a market-ready proposition. Point Group works either in an advisory......

relevant regions
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......

relevant regions
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....

Zug, Switzerland

Program Management

Our Program Management practice addresses the challenge of implementing a new strategy, as well as turnaround situations in large complex, technology driven projects. It is about orchestrating different projects and initiatives; changing established structures and processes within a given timeframe and budget. Most companies do not have the type of skills......

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......

relevant regions
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 Design

Our approach to proposition design We’re a proposition design consultancy. We help mobilise teams in big businesses to create new ventures, new products and new services. Our engagement model is flexible, responding to each client context, objectives and resources. Whether you need help with a large digital transformation project, or a......

relevant regions
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......

relevant regions
Bath, United Kingdom

Regulation

It means we can help clients work out not just how to approach the immediate challenge of new legislation but how it fits in the broader portfolio – enabling them to optimise their change spend and avoid reinventing wheels. There’s no such thing as a “typical” assignment but here are some......

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

Your customers With so much potential work to undertake, where do you know to begin? We build intelligent, disruptive services through unparalleled insight around the most important factor: your customer. Our Jobs To Be Done (JTBD) framework provides clarity, insight and actionable next steps. Understand and Identify your customers’ fundamental motivations Support teams to......

relevant regions
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......

relevant regions
Boston, MA, United States

ROI Analysis

Sample engagements include: Assisting a provider of retail-focused mobile capabilities in achieving rapid growth sales growth by building a suite of ROI tools, resulting in a white paper that identified the benefits of the vendor’s solution, a market-facing webinar presentation with a trade publication, a customized ROI calculator for accelerating the sales......

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......

relevant regions
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......

relevant regions
London, United Kingdom

Sismasystem

Sismasystem, the “SImplified, Sales and Marketing System” identifies the issues that are most relevant for use in B2B marketing. It focusses attention on your differentiators and demonstrates your expertise in a clear and persuasive way. Further, it ensures expenditure is optimized and targeted on results and over-time, will produce your subject......

relevant regions
London, United Kingdom
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......

relevant regions
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......

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......

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......

relevant regions
Bath, United Kingdom

Strategy

Our broad industry understanding and rigorous approach enables us to quickly challenge impractical ideas and refine strategy to the point it can be implemented on the ground. Whether that be designing an operating model or shaping an outsource contract, our techniques turn art into science. There’s no such thing as a......

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......

relevant regions
Bath, United Kingdom

Technical Architecture

Altus technical architects Help organisations set IT strategy and ensure its alignment to goals, governing technical change and helping shape and scope the technical aspects of business and IT change programs. For business change to be successful, early engagement of a skilled IT architect is essential to articulate the IT impact and......

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,......

relevant regions
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......

relevant regions
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......

relevant regions
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......

relevant regions
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......

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......

relevant regions
London, United Kingdom

Web App Development

Over ten years of development experience 90+ highly skilled developers 80+ completed projects ...

relevant regions
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

Knowledge Resources

Keep up-to-date with the most dedicated resource for wealth managers which includes relevant news, developments and industry trends.