Advisory for Affluent Segments

Generate new revenue streams through a competitive, sustainable and differentiated investment advisory. Expand your investment advisory offering to new client segments by leveraging automation and digital channels.


Are you asking yourself

  • Is there any revenue potential in offering investment advisory services to other client segments?
  • How can my organisation activate my dormant affluent customers?
  • How can my organisation increase recurring investment advisory revenue?
  • What are the minimal changes required to extend my investment advisory services to new clients segments?

What you will get from us:

  • Definition of a competitive Investment Advisory proposition
  • Gap Analysis based on exiting Investment Advisory capabilities
  • Investment Advisory User Journeys
  • IT requirements to support new Investment Advisory proposition roll-out
  • Opportunities for strategic Investment Advisory initiatives
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Our Approach

  • Interviews

    Interview sessions with relevant cross-departmental stakeholders to assess current capabilities and conduct a gap analysis in the four areas of Organization, Capabilities, Processes, and Systems

  • Gap Analysis

    Conduct Deep Dive Sessions with relevant cross-departmental stakeholders from various departments to assess current capabilities and to conduct a gap analysis in the areas of Functions, Organisation, Capabilities, Processes, and Systems

  • User Journeys

    Define user journeys for customers and Investment Counselors within the Investment Advisory process

  • IT Requirements

    Assess IT requirements and efforts to deliver a competitive Investment Advisory proposition

  • Strategic Initiatives

    Propose strategic initiatives to enhance client satisfaction and process automation in the Investment Advisory process

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Let's get in touch

  • 1. Tell us your needs

  • 2. Meet with us

  • 3. Get a tailormade offer

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