The old ways are no longer the best. When it comes to giving your customers great service, digital technologies are transforming asset and wealth management.
Driving forward a new marketing strategy and branding refresh on behalf of a Global Asset Manager
Enhancing distribution channels through the progression of digital abilities
Review and restructure of outsourced transaction and web capabilities, against market best practices.
An improved framework for digital publishing, SEO and social media strategy, with business training on incorporating latest web and social media developments in to day to day activity.
Paving the way to be a digital leader in the industry: through assessment of trends and competitors and a full review of the client’s digital and overall strategy.
Taking a close look at the firms disrupting the wealth management industry through innovative digital propositions