A leading asset management firm was struggling to support its sales teams in understanding the full breadth of their relationships with current and potential clients. It needed a scalable and manageable data solution that would provide invaluable insights and analytics to better target its wealth advisor clients. The company lacked real clarity around advisor profiles such as the universe of products being purchased, percentage of sales versus competitors, and engagement with the organization’s sales and marketing representatives. Establishing a complete view of its clients (Customer-360) would drive improvements to targeting and the company could then produce better business outcomes around its efforts for sales, marketing, and product distribution.
How Kenway Consulting improved risk rating and regulatory compliance processes through an enterprise-wide data governance operating structure Client profile Industry: Financial services Solution: Data governance operating structure Client: Fortune 500 global financial services provider A global financial services provider lacked visibility into their client risk rating due to inconsistent client records. The organization had incomplete […]
Kenway Consulting was asked to assist a Major Financial Institution in the creation and management of their Business Program Management Office (PMO).
Despite issues with various client partners, Kenway ensured the short term success of their in-flight projects while transitioning off of the engagement in a professional manner.