Does your organisation have a competitive advantage over your competitors?
Based on my work experience, I have posted a few questions for you to reflect on
Bank
How is your brand’s share of social share voice metrics? In other words, are your customers talking about your bank on social media, comparing your services with your competitors?
Asset Management Company
In the past decade, which departments have incurred more costs? Is it Investment Management, Sales and Marketing, Operations or Tech?
An Early Stage Startup
How many team members/partners use all the tools/features on your wealth-tech product? Are you looking to upgrade your product or increase adoption?
