Consulting C-Suite Executives

Industry consolidation, new competitive and disruptive entrants, digital revolution, rapidly shifting product landscape, and regulatory pressure are some of the catalysts of change reshaping the competitive environment for asset managers.

Senior executives at asset management and insurance firms often seek unbiased, tactical, and strategic expertise to make critical decisions while managing business risk.

We can help C-Suite executives in asset management and insurance with:

  • Presentations to fund and corporate boards.
  • Mergers and acquisitions.
  • Strategies for entering new markets.

Even if you haven’t worked with us in the past, we know the industry well enough to come armed with suggestions at our first meeting. Rather than wasting time explaining basic industry dynamics and terminology, you can cut to the chase and start discussing ways to help improve your strategy.

We can also help you with:

  • Distribution – Compensation planning, organization design, national account strategy, segmentation models.
  • Marketing – Segmentation, value-add programs, digital marketing strategy.
  • Product – Strategy, development, positioning, pricing.



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