Most financial services companies are constantly investing in improving customer value proposition. However, how do you decide in which areas to invest? Which investments will result in happier customers and more business? 1. Prioritize them based on your strategic priorities…
Why skillful strategists choose profitable waters
Financial services leaders often overlook the importance of your decision regarding which segments, markets, channels, and products to focus on. One of the reasons is that, while money moves freely, the effort to build channels, brands, products, trust, relationships, and…
How to have value indicators for your service team
If your firm is organized around service teams, you may find that understanding and managing their contribution is difficult. It is not easy because it depends on several logic leaps that sound intuitive but are opaque. For example, you may...
6 ITEMS FOR YOUR EFFICIENCY LAUNDRY LIST
If you ever thought: “Hmmm… wouldn’t it be nice if I had a one-pager list of the tools that people use to improve process efficiency?” Then today is your lucky day! I have listed below my compilation of the main...
