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