Solution introduction
Meeting the increasingly high expectations of investors is crucial to successful asset and wealth management. Competing on performance and price alone is not enough – the art of managing clients is becoming as important as managing investments
Our team have deep expertise across the client engagement lifecycle from presales, sales to post sales. We can help you win and retain customers by creating an end-to-end investor ecosystem that puts them at the centre of everything you do
How we work with clients:
Amidst the proliferation of digital technologies, data, content and devices, delivering a coordinated, multichannel, cross-product experience that engages new customers and retains loyalty globally is hard.
We can help you understand what really matters to your clients: delivering the basics as effectively and efficiently as possible. Then acting on the opportunities to differentiate across the client engagement lifecycle.
Our support includes:
- Sales & Servicing – defining core sales processes & technologies
- Marketing & Digital – moving to a more client-focussed ‘digital by default’ operating model
- Product – defining core processes for product lifecycle management
Data Science & Governance – using automation and reliable data to increase productivity across the team
