Areas of Practice

These highlight common engagement themes—though our support spans a broader set of needs across the financial services landscape.

Strategic Growth & Operational Consulting

In a market shaped by fee compression, demographic shifts, and evolving client behaviors, financial institutions need sharp strategies and tighter execution. We help firms align growth goals with operational excellence through:

  • Launching new capabilities and driving cross-functional transformation

  • Improving efficiency to stay competitive in a dynamic environment

  • Scaling distribution teams effectively

  • Modernizing the sales experience

  • Extending planning-led value propositions into higher-net-worth and emerging wealth segments

  • Expanding reach while maintaining service quality

  • Implementing hybrid service models combining digital tools with human advice to increase loyalty and deliver cost-effective value

Workplace, Wealth Management, Banking, and Insurance Integration

Disconnected service models, siloed product offerings, and fragmented delivery weaken client experience and limit growth. We advise firms on:

  • Unifying workplace and personal finance offerings

  • Embedding planning and wellness into customer experiences

  • Elevating the advisor value proposition

  • Experience design and product alignment to ensure capabilities, tools, and offerings work together seamlessly

  • Delivering integrated, technology-enabled solutions at scale

  • Enhancing product strategies and engagement models to support all wealth levels, including early investors, mass affluent, high-net-worth and ultra-high-net-worth clients.

  • Driving retention, increasing wallet share, and strengthening referral growth through deeper planning, personalization, and integrated digital-human delivery

  • Activating the workplace as a growth channel by reaching mass-affluent and emerging wealth clients early

  • Life-stage segmentation to deepen relationships with retirees and pre-retirees, while building early loyalty among younger participants

  • Supporting effective transitions from group retirement plans to wealth relationships, ensuring compliance and seamless participant journeys across platforms and advisors

Future-Ready Solutions

Rapid shifts in workforce needs, investor expectations, and the tech stack are redefining how advice and benefits are delivered.

We help firms anticipate change and respond confidently by:

  • Designing scalable approaches to employee benefits, advisory services, and financial planning that meet tomorrow’s expectations today

  • Broadening the reach of planning capabilities across all wealth tiers

  • Empowering advisors with scalable technology

  • Preparing distribution models for future client needs

  • Evolving and expanding planning approaches well beyond investments, integrating tax strategies, estate planning. healthcare forecasting, long-term financial longevity tools, and much more

  • Implementing new growth levers like executive programs and expanded workplace offerings that create new opportunities for long-term loyalty and growth

As employers face growing pressure to support the financial wellbeing of their workforce, we also offer non-fiduciary consulting on:

  • Aligning retirement plan strategy with workforce goals

  • Expanding financial education and wellness programs

  • Designing benefits to improve retention, engagement, and loyalty

  • Integrating workplace offerings with personal planning, banking, and insurance solutions

  • Supporting transitions to financial planning and wealth relationships at retirement or job change