Transforming the Financial Landscape With You

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Strategy

Bridging the gap between your client’s expectations and experience
We tap into your cultural DNA to understand what makes you unique and help you transform into a better, nimbler and more client-friendly organization. With years of experience working in executive roles at major wealth management organizations, we understand change and innovation are difficult. Our guidance reflects the practical hurdles and constraints our large financial institutions experience every day.

 

Technology Roadmaps

Architect a blueprint for the future, well-run firm you want to be, then we map out the tools, projects and changes required to get there


RFP, Vendor Selection & Contracting

Scan the marketplace for the most efficient solutions as well as peer-comparisons to help you avoid others’ mistakes


Sales Pipeline Strategy & Automation

Conduct competitive landscapes, market analyses, sales pipeline and CRM/client data optimization, and brand positioning


Marketing, Messaging & Social Selling

Develop core messaging to define your voice in the marketplace while optimizing go-to-market strategies and increase advisor productivity through social selling techniques


Content Development, Distribution & Reporting

Identify business priorities and drive the content development cycle from initiation to execution to amplify brand within targeted audience and mediums


Innovating Digital Client Interactions

Partnering with you in migrating your client experience from the conference room table to your client’s mobile & tablet devices


Automating Investment & Operations Processes

Streamline how you work to achieve scale while increasing client satisfaction and efficiency


Maximizing Data Assets

Untangle webs of data, provide a single source of truth and emancipate insight and analytics hidden in trends

Implementation

Define, train, innovate and collaborate

We are practical executors. We tap into your cultural DNA to understand what makes you unique and help you transform into a better, nimbler and more client-friendly organization.

 

Define Criteria

• Identify risks

• Focus on the solution

• Measure progress


Identify Stakeholders

• Brainstorm solutions

• Open communication


Train & Implement

• Build implementation team

• Create feedback loops


Analyze & Adjust

• Fail fast, iterate, continuously improve end-product

• Engage internal teams to champion the culture of innovation

 
Talent Solutions

Great strategy is useless without the resources and expertise to execute.

Our hand-picked implementation and support teams are the most credible and experienced consultants in the industry. We believe success and failure hinge on a great strategy and the ability to execute—and that execution starts and ends with the most talented, capable people working together to make magic happen. 

 
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