AREAS OF EXPERTISE

•  Product Development, Launch, Review
   -  Product review and rationalization
   -  Investment analysis
   -  Comprehensive market and channel analysis
   -  Business model development
   -  Proposed lift-outs, adoptions and mergers
   -  Gap analysis
  
  
•  Business Optimization and Infrastructure Design
   -  Streamlined operational processes
   -  End-to-end infrastructure requirements
   -  E-Business programs
  
  
•  Integrated Communications Programs
   -  Communications audits
   -  Distribution and communication channel analysis
   -  Multi-channel communication streams targeted to critical life stage events
   -  Integrated PR, Advertising and Value Add Programs
   -  Collateral development and design services
  
  
•  Marketing Research and Analysis
   -  Segmentation strategy
   -  Profiling and customer modeling
   -  Client satisfaction surveys
   -  Win-loss analysis
  
  
•  Industry Trends Analysis
  -  Quarterly subscription service providing in depth market research on
     a wide range of investment products, pricing, and industry trends
  
  
•  Branding
  -  Positing statement development
  -  Core value propositions
  -  New logos and identity systems