Enabling a top wealth management firm in the US to maximize productivity of their sales team

The problem

One of the top 5 wealth management firms was challenged with maximizing the productivity of their sales teams to:

  • Revolutionize the sales associate’s experience by identifying and mitigating the current pain points and inefficiencies in their day-to-day sales process

  • Enhance the feedback loop between the sales and marketing teams to improve the marketing content and material that is created

  • Develop personalized and effective communication strategies between the sales associates and the financial advisors


We enabled sales associates to build deeper engagement models with their investors/advisors whilst providing better insights to their sales and marketing teams to help close the sale

What we did

Through empathy sessions we uncovered the deeper needs of the advisors. In addition, we travelled with the sales associates to better understand how they interact with investors/advisors, their sales and marketing teams and other teams within the firm. We also integrated our learnings in an A.I. prototype that would enable the sales associate to provide highly curated, timely advice whilst helping their sales and marketing teams to create powerful collateral.


We uncovered key pain points and disruptions across the various journeys between stakeholders and created an experience roadmap. 

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The new engagement roadmap for sales associates is now being rolled out across the firm and the A.I. solution is starting to gain traction and adoption within the firm to better engage and support not just investors/advisors but the internal departments within the firm to drive up AUM.