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