The key drivers of business growth and profitability are enhancing sales force productivity while lowering the cost to serve. The target operating model for every financial services / wealth management firm will be different however the design must consider the people, processes, information and technology required to profitably scale a highly complex and personalized experience.

Rebase can work with clients to develop a cost effective operating model that can deliver the desired business objectives and goals. The target operating model will ensure the organisational design, infrastructure and technology platform are aligned to strategy, repeatable, sustainable, competitive and within the agreed risk appetite.

Every client interaction is a valuable and finite resource. Each touch point from the initial introduction, through the client take-on process and of course the ongoing service delivery must be optimized and harmonised to drive competitive advantage, client loyalty and trusted advisor status.

Today’s high net worth individuals expect their financial / wealth advisors to understand their personal needs and provide them with tailored products and solutions through their preferred channels. Rebase can help clients to design the desired client experience by mapping sales and channel management approaches that are current, global, omni-channel, digital, personal, transparent, collaborative and multi-generational.

Wealth management is a people business. Market leading products and services create competitive advantage but firms must have a strategy to attract and retain the best talent in order to build long lasting (and profitable) client relationships.

The requirement for competitive compensation, benefits and a pleasant work environment are a given. In today’s world employees are frustrated by day to day paperwork, administration, bureaucracy and red tape. Rebase can help you to transform the organisation by providing employees with the right tools to do their job, developing new business practices, automating mundane tasks and digitising paperwork that will help make your company the best possible place to work.

The CRM platform is an essential tool to provide an integrated and aggregated view of the total activity (and value) across a client relationship. High net worth client relationships can be very complex and often include wider family members, trust and company structures, multiple accounts and portfolios held in different jurisdictions and multiple currencies.

Rebase can work with you to design and deploy the right CRM platform for your business that will lead to better collaboration, more informed decision making and ultimately superior service and solutions.

In addition to holding centralised client data the CRM platform is also a pivotal practice management tool. By facilitating (or automating) activities such as document management, marketing campaigns, event planning, business process flows, management reporting and risk monitoring your advisors will have more valuable time to spend with their clients.

The objective of Practice Management is to make the target operating model a reality. Whether it be guidelines on conducting a client meeting or filling in an expense claim form, best practice policies and procedures must be clearly defined and communicated if they are to be understood and deployed consistently across the business.

Rebase can help to translate the target operating model into a comprehensive practice management framework with a view to improving and streamlining through the use of technology.

Business process flows are representations of business processes that can be built into your CRM platform to improve efficiency, facilitate practice management and reduce errors and risks.

Rebase can help clients create business process flows within their CRM platform that are directly aligned to the business operating model and practice management framework. Process flows are composed of stages, within each stage there are steps to complete and each step can be configured as optional or mandatory. Using this solution, all CRM users can view where a process is at in real time and identify outstanding action(s) required. This will improve efficiency through the identification of bottle necks and can also provide valuable insights on transaction volumes, turnaround times and SLA performance.