To think strategically you need perspective. You need to know what your rivals are up to, how your customers’ needs are changing, and how regulation might impact your business.
A new front office platform with rapid, market leading negotiation of the provider contract, and a revitalised operating model to embed it.
A new market leading model for global client reporting, for a rapidly growing business.
A strategic review and business case for an improved client reporting solution.
Taking a close look at the firms disrupting the wealth management industry through innovative digital propositions
Exploring the emergence and increasing importance of the AuM hub concept