Pitch Support Asset & Investment Management

Challenges

  • Shortage of resources and/or lower empirical values
  • No documented experience in establishment of new service and product lines
  • No appropriate documents

Project approach

  • Operative support, particularly research, calculation and sourcing
  • Preparation workshop: identification of actual customer needs/worries („market voice“) as well as contribution of USPs for a best match offer with clear distinction from competitors
  • Contribution of best practice procedures from investors’ perspective
  • Preparation of highly-professional proposal documents
  • Optional: Further support in assignment
  • Change workshop: review and preparation of lessons learned

Results

  • Increase of perception at specific investors
  • Besides increase of success in concrete pitch, sustainable change via creation of new benchmark and change management
  • Smoothing of resource and know-how bottleneck