The task 

Our master trust client knew how fast evolving, competitive and crowded the market is with clients increasingly ‘value’ conscious. Benchmarking their proposition was vital to stay ahead of competitors and demonstrate value to their stakeholders.

The process

Our analysis, delivered in just three weeks, provided quantifiable insight for our client to drive improvement in each of the eight key areas. Our tailored report highlighted strengths and weaknesses along with ‘best-in-class’ market insight.

The outcome

Client focused actions were proposed that will deliver better value helping to win and retain clients. The client was highly positive and will be seeking to re-run this assessment next year, helping track and measure ‘value add’ over time.