Dynamique helps financial service firms deliver better outcomes for their clients. Firms might not realise a problem exists until a client complains. Every firm is different and every client is different. That is where many firms become unstuck.
Details on how we have helped financial services firms manage operational, client service, marketing and employee up-skilling issues through a combination of project management, consulting, and change embedding workshops are available in this summary document: Dynamique International Consulting Services
Drawing on our extensive database, research and top end wealth management expertise (asset management, private banking, global custody and wider global investor services) in working at a range of levels, we bring common sense solutions to what is seen as complex and technical issues facing financial firms. A snapshot of how we can help you with the following:
- Fund Management
- Implementing non-investment operational risk mitigating systems
- Client service delivery training, product knowledge building and applying regulatory minimum standards to the business model
- Managing difficult and complex portfolio transitions
- Client service first
- Developing long-term client relationship policies in a Robo Advice age
- Managing client relationships when performance falters in the new normal of low yields
- Private banking
- Matching client expectations against service deliverables without breaking the bank
- Wealth management – asset management, trade execution, compliance and regulation, and operational risk
|Dynamique is delighted to have worked with the following wealth management and industry stakeholder firms and agencies|
Please do not hesitate to email us for more information on these and other services so we can help you raise your game.