Strategic thinking

Customised strategies

Fig can help to unlock growth by adopting a distinctive strategy based on understanding clients’ behavioural traits.

We utilise insights from behavioural-based segmentation to personalise services to enhance acquisition, engagement and retention. We help to identify client categories such as Planearchers, who plan and research and like to receive frequent advice, and Satisufficer, who are satisfied with solutions they perceive to be sufficient.

By aligning services with behavioural traits, financial advisers and wealth managers can differentiate themselves, boost client satisfaction and mitigate the risk of losing funds to competitors.

Aligning business goals

Our role isn’t simply transactional. We’re partners and advisers, here for the long-term:

• We help you to clearly articulate your business goals, whether it’s client acquisition, FUM growth or service expansion and we ensure these goals are SMART (specific, measurable, achievable, relevant and time-bound).
• We help you to identify areas where operational efficiency can directly contribute to the achievement of your goals – where might the bottlenecks be?
• We explore options for technology solutions that streamline operations and support your goals. This could include financial planning tools or marketing automation.
• We help to structure day-to-day operations with a client-centric focus, ensuring that client needs and satisfaction are at the forefront of every interaction and service that you provide.
• We conduct regular reviews to assess the alignment between daily operations and overarching business goals and use this to adjust marketing strategies as needed to stay on course.