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

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

Get inspired by our latest insights

The Future of Advisory in Asia — Managing the Implementation of New Advisory Models

With the movement towards advisory-based private banking in Europe, many private banks have brought similar offerings to the Asian market, experiencing mixed levels of success despite the multiple advantages that sophisticated advisory models offer to both the […]