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WEALTH MANAGEMENT

Wealth Management Robo-advice and Social Investing Solutions

NEED

The wealth and upper affluent markets are the fastest growing client segments in financial services today. Yet most private banks’ operating results are at a near standstill position. While a sustained bull market single-handedly produces portfolio “growth”, the real declines in both market share and client share-of-wallet are obscured – and a realistic sense of urgency is suppressed if not averted.

To challenge the competition, successful companies must align and integrate personal service, relationship development, and operations support structures and processes from a client-focused perspective. But the obstacles to success are immense...old organisation models structured around products and operations instead of clients; incentive and “turf” barriers that discourage cooperative referrals of high-potential clients; poor job designs that limit relationship managers to as little as 25% or even 15% of their time spent developing relationships and new business; loss of focus on local markets due to post-merger regionalisation of management; uncompetitive information delivery; and ineffective use of technology.

Radium Communications Associates works with client companies to meet these challenges and implement strategies for portfolio growth, high-quality service, and streamlined operations, resulting in improved total business performance.

SOLUTION

Radium Communications helps wealth management, private banking, and trust companies identify their most rewarding opportunities and ultimately develop and implement sound solutions to capitalise profitably on those opportunities. Expert consultants work with your team, bringing real experience in private client management, securities trading, credit, trust, financial planning, and other financial services and operations/technology to the project. Starting with a review of the client company’s vision and objectives, Radium Communications assists management in designing sales strategies, business designs, organisation structures, and management processes that optimize growth, profitability, service quality and productivity. Specific programs with wealth management organisations include the following:

  • Developing and implementing plans to launch a start-up, emerging affluent program with superior results.
  • Integrating two merging organisations and implementing best practices to establish a unified sales organisation and culture, supported by a reengineered operations infrastructure.
  • Analysing operations and business processes, and designing customer-cantered delivery capabilities that improve service quality while reducing costs.
  • Surveying client objectives and information requirements to completely redesign reporting and information delivery systems for simplicity, flexibility, and user-friendliness in accessing any level of information and detail.
  • Training private bankers in selling to the affluent/wealthy to optimise revenue development and client retention.

Radium Communications consultants then team up with management to provide the programs and insight required for a smooth transition of new responsibilities and functions within the organisation.

 

RESULTS

Radium Communications consultants have conducted over 120 consulting projects in 20 countries. Experience and knowledge, partnered with client commitment and ownership, have led to positive change and sustainable results – on-time and on-target.

A newly merged global bank needed to integrate all private banking operations, including trust, investment services, and client management. Relationship positions were redesigned to remove administrative tasks and increase sales productivity. A management process was implemented to establish account loading, track profitability, and migrate clients across affluent, upper affluent, and wealth service levels. Processes and operations were redesigned to implement best practices while achieving cost savings in excess of £20 million per annum.

Working in conjunction with wealth management and private banking executives, Radium Communications consultants ensure corporate vision and objectives are carried out, creating real solutions that produce real results.

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