Close
CONSULTING

• Digital and hybrid advisory operating model

 • Next-generation distribution organization set-up

 • Customer and user experience design and prototyping

 • Sales and marketing strategy

CONSULTING - REFERENCE PROJECT
Integration of a Life Insurer's Portfolio

A life insurer had acquired the books of an exiting insurer. The former’s management needed the integration to be complete within six months to fulfil the deal requirements.

360F was program manager to manage parties related to/affected by the acquisition, budget and risks. It staffed business analysts to support product mapping, distribution communications and system testing.

Project output included the post-acquisition operating model, project & implementation plan and budget& risk overview (and mitigation).

CONSULTING - REFERENCE PROJECT
Strategy Renewal for a Digital
Direct Wealth Management Platform

Platform had neither been able to capture substantial market share nor sustain acceptable margins.

360F reviewed the local competitive landscape for robos and hybrids, referenced comparable examples and trends worldwide and facilitated idea generation workshops with senior management. 

Project output included alternative business models that will enable platform to lead as next-generation disruptive leader. Eventually a model was shortlisted, its business case developed and recommended to global management.

TRAINING & FACILITATION

• Innovation radar and insights

 • Behavioural Finance for wealth advisory

 • Reiss Motivation Profile ® Business for recruitment and leadership development

TRAINING & FACILITATION
Trend & Innovations Radar

Stay up-to-date with screened trends and innovations, supported by in-depth analysis to give you the foresight for transformational planning.

Example
TRAINING & FACILITATION
Behavioural Finance for Wealth Advisory

Learn how to help clients to make rational decisions with Behavioural finance to work
through multi-touch points in the customer journey. 

360F is a partner with Behavioural Finance Solutions GmBH to develop applied
understanding of behavioural finance.

TRAINING & FACILITATION
Reiss Motivation Profile® Business

Suitable for distribution sales recruitment / coaching & leadership training.

With it, advisors can understand their client’s intrinsic needs to create a
financial plan that can be followed through.

It provides a scientifically valid (17 peer reviewed and published research) assessment of a person’s needs, interests, motives and life goals.