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We love nothing more than using our in-depth knowledge of current trends and market activity, alongside our technology solutions, to develop relevant customer focussed propositions.
How we can help
Making sure you understand the market environment today, and into the future, allows you to evaluate your options and set a clear strategy. We help Asset Managers identify a successful, forward looking sales approach, targeting the right products to the right buyers.
Contact Lee to find out how we can help you, or read on to explore our full range of Asset Manager consulting services.
We offer sessions outlining DC market dynamics, including impact of future buyer consolidation on UK fund manufacturers.
This provides you with a solid understanding of today’s market and what the future looks like, allowing you to base your strategy on real insight and set out a variety of options for future growth.
Our UK DC market planning, tailored to your business, will help define the right product mix and distribution approach.
This allows your sales approach to be targeted and forward thinking. Offering the right product to the right buyer.
Development of non-advised drawdown DC and retail pathway funds (multi-asset). From design assistance, through to market testing.
We accelerate the development and testing of new products in the market, ensuring they are in line with buyer needs and provide a competitive client offering.
Market entry support
Our expertise can help you become a product provider. We can guide you through your entry into the UK DC Master Trust market, from business case generation through to outsourcing of platform, administration and wider services.
You’ll find yourself rapidly launching new and differentiated propositions, bundling in-house fund products with wider services to compete in the market.
We compare existing products with competitors, which provides a deep and independent understanding of the strengths and weaknesses of current propositions.
We’ll evaluate your sales material and apply our expertise to improve your pitch presentations and marketing material. This comes with supporting analytics to illustrate the impact, resulting in more successful pitching and positioning versus competition.