Solution introduction

For clients looking for focused, one- to two-day strategy sessions on a given industry topic, Aite Group analysts can lead the entire discussion, facilitating actionable results and recommendations

Sample engagements include:

  • Helping a large technology vendor understand the market need for its data integrity services and hone its go-to-market messaging

  • Moderating an executive roundtable discussion on improving the wealth management client experience; the project resulted in a paper, which discussed current gaps in client experience at traditional wealth management firms and opportunities to improve the wealth management offer through more proactive and personalized service 

  • Working with a global broker-dealer on potential strategies around the implementation of Regulation NMS

  • Facilitating discussion related to partnership strategy for a trading technology vendor in Europe

  • Supporting the decision strategies of a treasury management system vendor with an overview of future trends and major opportunities in the sector

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