Our consultants partner with you to apply leading-edge techniques to deliver tailored, performance improvement solutions. Together we sort out the who, what, when, where, and how of change.
We offer customized consulting in areas such as change management, product development, and addressing governmental enforcement actions to ensure the firm’s long term viability.
Our Experience
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Custom international retail banking initiative in response to a corporate reorganization which was deployed in over 80 countries and 11 languages
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Custom creation of over 12 certification programs for wirehouse, brokerage, and regional firms
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An ongoing partnership with one of the largest FinTech firms to provide training and education on how to implement sales and practice management processes through financial planning software
Why Us
We were brought in to assist in defining and developing the partnership roles for retail bankers, relationship managers, and the bank-based financial advisors serving the emerging and affluent marketplace.
We were engaged by this firm's private banking division to increase the wallet share of existing customers by increasing product use across the private bank solution set.
... those advisors who went through the program and were certified... grew at 41%.