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CI for Wealth Management: 5-Wk Implementation

AKA, an HSO Company

4-5 Week Customer Insights Engagement for Wealth Management

Our 4-5 week engagement uses our asset management experience to help you in the implementation of a true Customer Data Platform (CDP) strategy. It is designed to quickly deliver value with a consolidation of your organizations’ most crucial customer information, to gain a full/ accurate view of all elements you need to answer questions about your target market.

Our Offering includes:

  • Discovery workshop to review up to 3 of your main data sources (Campaign management solution, Financial solution, and third-party data aggregator) and identify the KPIs that are critical for your business and the data elements needed to generate them.
  • Configuration of Sandbox and Production environments
  • Creation of data storage entities and upload procedures
  • Configuration of customer profiles and measures using the data sources and data elements identified during the Discovery workshops
  • Configuration of PowerBI dashboard with up to 3 different views that will provide visual and detailed access to the Metrics and KPIs defined during the Discovery workshops
  • One User Admin training session and one End-user training session

Resources and Pricing

  • The engagement will include a Customer Insights Architect and a Financial Services practice specialist.
  • Estimated cost is based on negotiated statement of work.
Gyorsnézet
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