投資諮詢模式設計

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
Scroll Down

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

Scroll Down

與我們聯繫

  • Questionmark

    1. 詳述您的需求

  • Hi

    2. 與我們的團隊會面

  • Check

    3. 獲得客製化報價