Competitive Advantage:
Propositions, differentiators, unique selling points, market challenges. Whether you are looking to build from scratch, enhance, manufacture a new product, or differentiate your service proposition Conach has extensive experience across the distribution spectrum that can help you see the wood from the trees and deliver solutions that fit within and enhance your business.
The only constant is change:
Change can be the biggest challenge that faces the financial services industry today. It can also be catalyst for innovation and progress. The direct consequence of regulation, or the opportunity to capitalise on the unintended consequence. Here at Conach we believe in keeping it simple. Just because regulation delivers a direction, it does not mean that build or proposition has to be all encompassing. Businesses thrive through differentiation, taking advantage of opportunities, and keeping a focus on their positioning without distraction. Conach has extensive experience in interpreting regulation, as well as helping you to understand the impact on your business, and assisting in using regulation to your advantage.
Wealth Managers
Proposition design, incorporating CIP, RDR challenges, Suitability & KYC. Platform integration, process re-
Financial Advisers
Proposition design, Positioning, Pricing, Suitability, KYC, Platform Selection / Due Diligence, Regulation, CIP, RDR, Platform use and integration, Back office Outsourcing, Custody and Operational processes etc.
Platforms
Product design, Fulfilment, eDelivery, Systems integration, Process Flow, Multi Instrument processing and accounting, Process re-