We help our clients address a number of key challenges including how they:
- Create sustained growth, scale and secure value chain control
- Achieve greater automation and develop technology-enabled distribution models
- Develop channel engagement strategies backed by data and advanced analytics
- Designing and implementing sales forecasting and planning, sales performance management, and salesforce automation technology
Key Focus Areas
Distribution strategy and design
- Support across target client definition, product simplification analysis, partnerships assessment (affinity, marketing) and defining the transformation roadmap.
Broker segmentation and engagement
- Leveraging data, analytics and AI to improve broker segmentation and develop meaningful engagement strategies.
- Find out more about our Underwriting and Broking capability.
- Support to define or deliver digitisation of channel and client journeys with the objective to place channels and clients at the centre of the digital strategy to deliver an optimised experience.
- Find out more about our Customer Digital and Data capability.
Product and proposition development
- Defining new product offerings and complementary services tailored to meet client’s specific needs.
- Vision, design, vendor selection and implementation of sales force automation / CRM, sales planning and forecasting, and sales performance management technologies.
- Find out more about our Technology capability.
Client service development
- Support to deliver client relationship services / systems and improved client journeys (incl. product personalisation).