E2E Advisory Product Definition and Implementation

To meet the enhanced clients expectations and similarly to ensure profitability, we want to define and bring to market a new proposition with you. The basis of the offering are your unique capabilities combined with relevant tools and efficient processes.

Are you asking yourself

  • How to overcome shrinking margins with your advisory offering?
  • How to answer the uprising competition from non-traditional players (FinTechs, BigTechs, challenger banks and non-banking players) and the fact that customers are moving to players with innovative digital/mobile only products with minimal friction?
  • How to react on evolving customer behavior and demands in the advisory space?
  • How to increase your advisory offering share with a unique proposition that attracts customers with your banks strengths?

What you will get from us:

  • New revenue potential with USP offering
  • Attract new clients
  • Increase client satisfaction
  • Keep and grow existing client relations
  • Attract employee talents
Scroll Down

Our Approach

  • Analyze

    Identify your unique capabilities and your clients’ needs

  • Design

    Define your new advisory strategy

  • Integrate

    Identify third party tool that support your strategy

  • Implement

    Define TOM, target architecture and optimize processes

  • Impress

    Enhance user journey with multi-channel integration

Scroll Down


  • 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

This website uses cookies to improve your online experience and to analyze the usage of this website. By continuing to use this website, you accept our cookie settings.