Client Work

The Wisdom Council helps financial services firms capitalise on opportunities and mitigate the risks ahead.

We partner with our clients:

  • Shaping strategy, embedding client insight into development and execution
  • Evolving propositions through research-led test and learn processes
  • Creating robust product governance procedures
  • Embedding customer dialogue into governance structures
  • Articulating propositions, creating distinctive and differentiated messaging
  • Testing disclosure and advice processes, and regulatory change programmes (eg MIFID II)
  • Building regular TCF and ongoing suitability reviews
  • Engaging with customers at all stages of the product cycle
  • Making communications smarter
  • Improving customer service experiences
  • Anticipating financial literacy and vulnerability concerns
  • Sizing demand and creating effective go-to-market strategies
  • Developing compelling digital wealth propositions
  • Testing new funds and managed portfolio products
  • Responding to changing distribution dynamics