Digital and Hybrid Financial Advice Proposition

Alpha was engaged by a global advisor to assess market opportunity, clarify a target audience and identify future business opportunities for the future of the client’s digital advice proposition.

Alpha helped define the future strategy and proposition to unlock opportunities and reposition the client’s advice offering in order win in the market and engage with its existing bank of D2C customers on accessing advice and guidance.

Alpha supported the definition of the ‘type of advice offering’ the client should serve its new and existing customers.

Alpha created a vision of the future customer journey and experience, outlining how the client could differentiate and increase market share.

Client Outcomes

• UK retail market
• Strategy development
• Market and opportunity sizing
• Proposition blueprint