Advisory Pricing

Boost new and recurring revenue while enhancing customer experience through a proven review and re-design process to develop a competitive and differentiated pricing model for your advisory propositions.


Are you asking yourself

  • How can our organisation differentiate its advisory process in a homogenous market?
  • How valuable are certain advisory and service components to our customers?
  • Which pricing methodologies suit our company best?
  • How can a flat fee investment advisory model be implemented and communicated?
  • Which of our services could potentially be cannibalised by new investment advisory offerings?

What you will get from us:

  • Market radar to benchmark the bank’s offering and pricing
  • Pricing options and revenue implications to derive a competitive price
  • Go-to-Market implementation and communication plan to clearly articulate the value of the new offering to customers
  • Discount management framework to ensure discounting consistency
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Our Approach

  • Market Study

    Conduct a market study and evaluate advantages and deficiencies to competitors’ offerings

  • Advisory Service Component Review

    Evaluate service components of current investment advisory offering and determine client value of the proposition

  • Pricing Simulations

    Simulate revenues based on multiple pricing schemes and levels

  • Advisory Offering Rollout

    Implement new offering including selecting target clients and training front office staff on the communication of pricing

  • Discount Management Framework

    Create and implement a discount management framework by defining processes for internal controls, adjusting front office scorecards and define discount tiers and limits

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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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