Branding and CRM // Wealth Management Firm

Project scope

• Definition of a brand identity and positioning
• Establishing a brand management function
• Assuring consistency at all touchpoints
• Implementing a CRM-System
• Definition of a CRM-Strategy
• Training

Results

The client has a differentiating brand with a clear positioning at every touchpont in a competitive environment. Furthermore, he has a clear CRM-Strategy which is supported by a powerful CRM-System to improve customer acquisition and retention rates.

Practice focus

• Smart Data – Customer insights 0%
• Business Model Optimisation 0%
• Customer Management 30%
• Market Approach 30%
• Transformation 40%
• Market Performance 0%