PIVOT's Client Engagement
Business Advisory
Over the years, leading custodians have engaged with PIVOT, resulting in remarkable outcomes: our clients have seen over 250% growth in their businesses, increased visibility, and enhanced team development
Here’s a snapshot of what we've accomplished for senior management:
- We crafted strategic documents for Board members and senior executives to guide decision-making
- We vetted concept papers to establish custody services and provided regulatory advice
- Our team reviewed and developed business plans, identified revenue streams, and aided in transformative solutions
- We spotted cross-selling opportunities, assessed current setups for gaps, and provided actionable solutions
- We forged strategic business alliances and improved capabilities within the teams
- Our efforts included developing analytical tools, evaluating operational processes, and much more
- We provide ongoing training in client onboarding, day-to-day operations, AML and soft skills
Sales and marketing, we have:
- Developed and refined sales plans and strategies
- Created appealing sales and marketing materials to strengthen brand positioning
- Built effective sales teams and crafted market profiles to keep clients updated on relevant intelligence
- Designed a web-based delivery system for our social media advice and rolled out various marketing initiatives
- Conducted competitive analyses and identified potential FPI clients
- Worked on creating a solid organizational structure and clarified job roles, providing training where needed
- Simplified legal documents, agreements, service level agreements, client welcome kits, and checklists
- Drafted FAQs, SOPs and standard templates for recurring queries
- Set up risk and compliance grids to make the onboarding process smoother and enhance operational efficiency
We also focused on:
- Building market advocacy and providing guidance for participating in global surveys and awards
- Leading thought initiatives and webinars to connect with clients
- Coordinating strategic meetings with global custodians and investors, and sharing updates on trends in custodian banking
- Foster clients in winning key industry awards and managing our network effectively
Additionally, we've laid the groundwork for:
- Evaluating shared infrastructure for custody, clearing, and settlement
- Serving as an independent assessor for software solutions
- Creating a cohesive cross-border process flow for collateral management in the FPI segment
Our partnership with clients has driven growth and facilitated confident navigation of the complex financial landscape
