Themes for Financial Service Providers:
Enter - Grow - Retain
We are passionate about supporting our clients to achieve better business results: higher efficiency, higher client retention and satisfaction levels, higher growth through new offerings and new markets, and better client interfaces.
| Enter |
EU Pension database |
Annual market intel
Deep dives into single countries
|
Advice on entering new markets
(e.g. organic, partnering or through M&A)
|
Support in entering new markets (e.g. M&A)
|
| Grow |
Contact database Exelerating |
Various asset classes
"Voice of the customer"
|
Advice on growing existing markets
(e.g. flag ship product analysis)
|
Support in growing existing markets
(e.g. tender coach)
|
| Retain |
AICRM tooling |
Subscription annual client retention monitoring
|
Advice on improving
client retention
(overall and per client)
|
Coaching on
client retention
|
