moneysmith can help you with your proposition. Meeting client expectations means having the most appropriate products and services available.
• What is the most appropriate investment solution?
• How do we blend performance with value for money?
• How do we integrate technology into our proposition – what platforms do we need?
• Discretionary investment management – outsourced or build in house?
• What is the correct commercial model?
Proposition is more than just product development, fully understanding a client and their needs means developing the right services to work seamlessly – integrating financial planning , asset management and wealth structuring leads to the most appropriate client outcomes.
moneysmith’s consultants have the experience to guide you through this, we have built propositions for large banks, small boutiques and international asset managers – contact us for more information and to see how we can help you.