Default engagement model that is deliver focused, strategic advice and thought leadership on current themes relating to business and technology innovation to decision makers across the wealth management ecosystem
Partnerships, the default engagement model of Pirker Partners, deliver focused, strategic advice and thought leadership on current themes relating to business and technology innovation to decision makers across the wealth management ecosystem. Pirker Partners believes that an ongoing but flexible partnership delivers the greatest value, as it allows for addressing the client's specific needs at any given time.
Business Strategy & Advisory, Technology Strategy & Consulting
01/05/2025
Partnerships are an ongoing, monthly, or quarterly retainer with a set number of engagement days per month or quarter with the minimum engagement being two days per quarter. The focus of the engagement is fine-tuned and adjusted at the start of each period in line with the client's changing requirements.
Each partnership will be tailored at inception to meet client’s requirements around engagement size and goals. Partnership agreements have a minimum duration of one year and renew quarter-by-quarter after that.
The focus of partnerships varies greatly per client type. Some examples are listed below:
Service Providers / FinTech Firms / Startups
• Advisory board mandates
• Go-to-market strategy support (e.g., market segmentation, partnership strategy, competitive positioning, introductions)
• Marketing support (e.g., joint webinars, contribute quotes to press releases, availability for press calls, LinkedIn activities)
• Moderation of client-roundtable discussions/focus groups
• Win/loss analysis
• Pitch deck review
• Product roadmap review
• Strategy sessions (participation, moderation)
Financial Institutions / Executives
• Outsider perspective on strategy questions
• Sounding board for executives with accelerated response time enabled by ongoing retainer model
• Steering committee mandates in support of strategic initiatives
• Vendor selection support
Private Equity / Venture Capital Firms
• Market scans
• Early-stage due diligence
• Market opportunity evaluation
• Introductions
Please click the button below to connect with Pirker Partners