Cross Border Distribution & Fund marketing
- Pre-marketing tailor-made support according to the sought targeted markets
- Distribution strategy definition and relevant step-plan + follow up
- Assistance with local partners selection and agreement
- Rationalisation of existing distribution footprint
Strategy & Process design
- Design of alternative processes and solutions: from conception to implementation
- Active support in company restructuring
- Personalised coaching of Top and Middle Management
Due Diligence & KYC
- Distributor Due Diligence & analysis of gathered documentation
- Asset Managers Due Diligence & analysis of gathered documentation
- Follow-up with relevant Compliance people
- Onsite meetings & workshops
- Exceptions Report
Review and Optimization of Commercial Strategies
- One-to-one meetings with Top Management
- Side-by-side tutoring with commercial / sales forces
- Challenging of existing solutions
- Elaboration of alternative approaches
- Mapping of existing vs alternative solutions
Workshops
- Organise and coordinate multi-disciplinary workshops to allow introspection, comparison and challenging
- Internal and external workshops
- Fully tailor-made approaches
- Boost exchange and interaction of attendees
Team Building
- Sessions built on specific context and needs
- Active role-play
- Boost interaction of team members in diversified contexts
- Management of conflicts and conflictual relationships