We offer strategic insights to help financial institutions, including commercial and private banking, insurance providers, wealth management firms, and credit card brands, better serve their customers in today’s transformative landscape.
We have extensive experience in developing affluent customer propositions, developing HNW service concepts and apps, profiling investors, developing sustainable investing projects, and conducting insurance consumer perception studies.
We helped a leading global bank understand the perception of and motivations to engage in sustainable investments and identify need gaps in the markets.
Our insights were used to develop an annual sustainable investing thought leadership piece to reinforce the client’s investment expertise in Asia.
