投资咨询提案模式设计

Attract new revenue streams through a competitive, sustainable and differentiated investment advisory offering. Uncover inherent strengths and potential weaknesses of your business in the existing advisory processes and ensure a seamless integration with the supporting IT infrastructure.

Are you asking yourself

Should our organisation offer Investment Advisory offerings and services?
How can a new advisory service be differentiated from existing Investment Advisory offerings?
Is our current suitability framework sufficiently robust to facilitate new Investment Advisory offerings and services?
Do we need any additional capabilities to launch new Investment Advisory services?

What you will get from us:

Definition of a competitive Investment Advisory proposition
Gap analysis of existing Investment Advisory capabilities
Investment Suitability framework and governance
IT requirements to support Investment Advisory propositions
Opportunities for strategic Investment Advisory initiatives

Our Approach

Stakeholder Interviews

Interview internal stakeholders on strategic direction and expectations for a new Investment Advisory proposition
Investment Advisory Gap Analysis

Conduct deep dive sessions with relevant cross-departmental stakeholders to assess current capabilities and to conduct a gap analysis in the four areas of Organisation, Capabilities, Processes and Systems
Investment Suitability Framework

Define investment suitability requirements and overarching framework
IT Readiness Review

Review current enterprise architecture and evaluate IT requirements for potential Investment Advisory services roll-out
Strategic Initiatives Development

Assess opportunities to develop strategic initiatives to gain competitive advantage and increase revenue. e.g. digitizing existing services, leverage external Fintechs, extending services to further client tiers