Consulting Services
Strategy Development
Our strategy engagements begin with a comprehensive assessment of your target market, an analysis of your current offerings and market fit, a marketing ecosystem evaluation, and conclude with an integrated sales process design.

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Custom Research 
Our custom research engagements have included projects as diverse as the competitive review of an asset managers targeted distribution channels, identification of marketplace best practices and purchaser attitudes for a retirement solutions provider, and the measurement of incremental revenue opportunities based on  sales force design.
Product Development and Launch
With decades of product management experience across our team, we can assist your firm with new product development, provide outsourced product management resources and assistance with uncovering unique product opportunities, a review of existing capabilities against key competitors, or entrance into new channels.

Platform Selection and Development
Having chosen vendors and developed platforms for over two decades, our team can review the alignment of your platform to your target market, assist with vendor selection or integration, and provide detailed pricing recommendations and negotiations on your behalf.