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Our Consultancy – Elevate

Insight designed to lift your product, client and distribution strategies.

Our consultancy, Elevate Financial Consulting, helps clients meet and exceed their business goals by offering a comprehensive consultancy package that combines Research In Finance’s market leading intelligence with many years of experience of working in financial services distribution.

Our particular expertise is in the bespoke tailoring of client solutions based on the current and evolving needs of the various client types and channels. We analyse product, segment, client and service components to match against our clients’ business offering and goals to expose opportunities for growth.

Example project areas include:

  • Business and product proposition
  • Distribution strategy and target setting
  • Client and channel strategies
  • Product research, planning and strategy
  • Expansion/resource planning
  • Market mapping
  • Anticipating and planning for future demand trends

Our differentiation lies in our ability to blend empirical evidence, data and information with decades of experience in asset management and insurance, sales, marketing and distribution across a wide product set and organisational structures.

Our Solutions

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