PCG Creates Roadmap to Support Wealth Management Group’s Expansion Goals

Our client began as an independent insurance products reseller but shifted to wealth management to capitalize on their existing (branded) agency network. After years of consistent growth in the wealth market, they found that their technologies and business processes no longer supported their expansion goals. They experienced regular errors and their efforts to reconcile the growing issues became unsustainable.

PCG stepped in and identified three issues impeding the client’s ability to update their processes and technologies:

  • The middle office transaction platform was not scaling or meeting the needs of their “homegrown” processes.
  • Their siloed culture made it unclear who owned the existing platforms and systems.
  • The leadership team could not align on the best path forward.

Results

Once everyone was on the same page, the client was able to quickly adopt PCG’s roadmap. They established goals for their technology platforms and put the new organization changes and controls in place. Where they had struggled for over a year, PCG was able to help them unstick and generate momentum in only 3 months. Now, the client had a clear plan moving forward and was once again on track to meet their aggressive growth goals.

Sometimes outside perspective from business veterans who have solved these types of issues before is all it takes to get the internal machines running again. If your company is at a standstill with similar issues, we can help. Reach out to PCG today.

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