Guidance and Advice Proposition
Global Insurer
Alpha were engaged to develop a strategy and proposition blueprint to deliver a retirement guidance and advice service to the market.
Alpha developed target customer personas and a customer segmentation model to understand the needs of customers who required guidance and advice.
Alpha designed a future state proposition and identified the capabilities and operating model required to build the proposition and take to market (including people, processes and technology).
Client Outcomes
- Strategy
- Proposition blueprint
- Operating model development
- Technology selection