The Wealth Management Roadmap to Profitability

  • How effective is your strategy to stem revenue leakage?
  • Do you follow the best practices to tap into new revenue streams?
  • What technology supports this strategy and what are the benefits?
  • How do you create competitive, profitable products in an ever-changing regulatory environment?

View the webinar to find out the answer to these questions, as Capco Partner Frank Mackris and Zafin Labs’ executive Chris Kenney explain how to navigate the roadblocks keeping you from innovation – as well as how to set a path to a profitable product-oriented practice.

The webinar illustrates how to:

◦   Overcome governance constraints, organizational barriers, and product development challenges.

◦   Tackle the 3 key steps to profitability.

◦   How to build – and execute – a business case for a profitable pricing practice.

◦   Target revenue leakage and turn on new revenue streams.