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
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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

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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

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