- Joint Strategy Review and Business Planning
- End to End Analysis of all Components of the Value Chain
- Onshore and Offshore Delivery Models
- Outsourcing vs. In-house
- Organisation Structure, Reporting and Risk Management Framework
- Segment Management
- Wholesaling, Marketing and Customer Acquisition
- Relationship Management
- Consultant driven segments and products
- Discretionary and/or Advisory Processes
- Product Development or Selection.
- Investment Risk Monitoring, Attribution Analysis,
- Client Communication
- CRM and Advisory Front End
- Back End Product Processors
- Systems Integration