Digital and Hybrid Financial Advice Proposition

Alpha were engaged to define the future advice strategy and proposition and the capabilities required to deliver the future strategy aligned to the customer need including developing the digital front-end journeys.

Alpha helped define the strategy and proposition to unlock opportunities and reposition the advice offering in order win in the market; taking into account it’s existing retirement service, market competition as well as Alpha’s own insights.

Alpha supported the definition of the ‘type of advice offering’ that should be served to new and existing customers and created a vision of the future customer journey and experience, outlining how to differentiate and increase market share.

Client Outcomes

• Client journey definition
• Strategy development
• Market & opportunity sizing
• Proposition blueprint