Tiered, Multi-Channel Service Delivery Market Offering

While industry analysts are forecasting the United States’ HNW and UHNW investable wealth is likely to grow 7-10% per year for the next 5 years – increased competition, declining margins, and rising customer service expectations are driving the need for a differentiated service delivery strategy to grow market share. Our Tiered Multi-Channel Service Delivery market offering provides business consulting and technology expertise to:

• Design a profitable service delivery model for aligning customer service and advisory capabilities for each segment served
• Define service delivery expectations and channel preferences for each segment served
• Ensure a consistent customer service experience across delivery channels
• Enable the right balance of ‘high-touch’ service with technology enabled advice

Our services include:

• Customer segmentation analysis
• Customer segment advisory / servicing needs analysis
• Multi-channel service delivery operating model design, transformational blueprinting, and enabling IT architectures
• Enabling client and advisor portals