Supporting client acquisition through efficiencies

last modified on 13 May 2019 UTC

categories: Case Study, Wealth

One of the world’s largest multinational investment bank and financial services companies headquartered in Europe was looking to develop a standard offering for their wealth advisory clients who have increasingly asked for sustainable investment solutions. The goal was to uncover the common denominators of past ESG requests to develop a standard framework that would meet 80% of their requests.

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