This large Dutch fiduciary manager wanted to assess its offering, pricing and margins for commercial attractiveness.
• Assessment of existing offering and pricing model against peers and client demands.
• Advice on improvement of offering, structuring, client interface and reporting.
• Review and upgrade of marketing and sales materials (website, one pagers, presentations, request for information/request for proposal).
• Coaching of investment staff via a real life simulation of a site visit and beauty parade.
Deliverables for the client:
• A more focused and distinctive offering.
• Improved messaging and delivery of key commercials to attract and convince new clients.
• More competitive incentive and pricing model.