Examples of Our Client Collaborations
Diversifying Alternative Investment Portfolios
Our Client:
The Issue:
Our Approach:
The Successful Outcome:
Sustainable Distribution Challenge
Our Client:
The Issue:
Our Approach:
Managing a multi-million dollar budget, we worked with the business to design and set up a Financial Planning Academy. Our role involved working closely with our client across all aspects of this new business – including operations and ensuring that students received a high quality, vocational education experience; met regulatory requirements; and gained the appropriate knowledge and qualifications to become employed as successful financial planners.
Our work involved strategic design; process innovation; implementation; budgeting; and financial modelling to resolve long term distribution problems of the wealth management and insurance business.
We also developed a suite of tools and solutions to assist planners to fund and set-up new businesses. A key aspect involved communication and stakeholder engagement with the Leadership Team, senior distribution team personnel, functional executives and external parties.
The Successful Outcome:
Exploring Growth Options
Our Client:
The Issue:
Our Approach:
We worked with the client’s senior executives (with Board oversight) as well as the CEO and Leadership Team of the client’s subsidiary to transform the business, and devise, analyse and value strategic growth options for the major subsidiary of our client.
The Successful Outcome:
Valuing a Potential Target in a Nascent Market
The Issue:
Our Approach:
We used a variety of econometric and quantitative techniques across industry datasets to forecast potential revenue. We used this to gain rapid, meaningful insights, and to size and value the potential new market.
The Successful Outcome:
Launching New Investment Products
Our Client:
The Issue:
Our Approach:
We conducted detailed financial modelling, research and report writing to assist with their launch of these new products (ETFs and REITs). The research was published in a number of publications to increase financial literacy amongst investors.
The Successful Outcome:
Mass Transformation and Remediation Challenge
Our Client:
The Issue:
Our Approach:
We worked very closely with management and executives to assist with mass transformation across the entire business, in order to meet governance and regulatory conditions. The engagement required detailed knowledge of compliance, regulatory and license requirements, as well as the operating environment, technological changes, emerging threats and opportunities, and the competitive landscape. The work also entailed process design; delivering process tools; and detailed analysis of adviser and client cases as well as the remediation work associated with these. Other key aspects of the role included conducting workshops with members of different parts of the business, to assist with the remediation and transformation work, as well as compiling numerous presentations, dashboards and reports for board and regulatory reporting purposes.
We designed and implemented a compensation calculator that could be used to ensure the consistent and compliant treatment of all client compensation calculations. This was subsequently rolled out to the greater business and became part of the normal business tools and processes.
We led a team of analysts and SAS and SQL database developers assessing various data sources and millions of commissions system data-points to determine a suit of algorithms that could be used to identify when new advice occurred over a multi-year period. Combining this with other data, our team were able to establish a quantitative tool, using key risk indicators, that signalled which clients potentially required remediation. This was then used to assist with a multi-million dollar remediation program.
The Successful Outcome:
Leadership Benchmarking
Our Client:
The Issue:
Our Approach:
We worked with our client to design a team scorecard to assist their clients (fund management teams from around the world) with assessing the effectiveness of their leadership, and benchmarking themselves against successful competitors. The project involved stakeholder engagement at senior levels, together with detailed quantitative modelling.
The Successful Outcome:
Join Us Today
If this is the kind of working relationship that you want to have with your strategic consulting partners, send us an email to brindha@fitzbiz.com.au or give us a call at +(612) 9402 7080.