Solution introduction
Wealth management consulting experts
Invent Elite is a team of prominent business and marketing strategists combined with technology experts who have spent decades disrupting wealth management with new ideas methodologies and messaging development
Engage elite
Elite acts as one cohesive team that becomes an extension of your internal resources, solving business challenges and helping you get to market with your new technology solution through product development, strategy, marketing, branding, public relations and marketing services.
By partnering with INVENT Elite’s subject matter experts, your firm can take advantage of our brainpower, industry connections and customized approach to drive business success.
INVENT Elite inspires and activates on creative solutions that impact your bottom line. Steeped in the nuances of the wealth management industry, ELITE brings an unprecedented level of expertise, experience and knowledge. Tap into our experts today.
Elite consulting services
Business strategy
- Market and client segmentation
- Go-to-market recommendations
- Competitive landscape analysis
- Pricing models
- Distribution partner identification
Technology strategy
- Cloud-native product design
- Software development
- Business process and systems optimization
- Pricing models
- Integration approaches
- Cybersecurity – software security review, penetration testing, 3rd party vendor security reviews
Marketing strategy
- Brand messaging and design
- Public relations
- Conference strategy
- Website design and consulting
- Content development
- Lead generation campaigns
