Fractional Business Analyst For Hire
Typical Assignments
We provide Fractional Business Analysts who have an extensive track record of working within the wealth management industry. Our analysts combine detailed platform experince with corresponding in-depth operational process knowldge. We have developed a framework of best practice process definitions and benchmarks that can be used to proivide clients with a fact based foundation when designing and optimising operational processes.
Client Segmentation Analysis. Analysing client data to segment the client base based on factors such as wealth level, investment preferences, risk tolerance, workload, and cost to serve.
Performance Measurement and Reporting. Developing and implementing performance measurement frameworks and dashboards to identify operational efficiency of processes, workload, and cost to serve.
Process Optimisation. Identifying inefficiencies in operational processes such as client onboarding, annual reviews, and transaction processing.
Technology Integration and System Enhancements. Collaborating with IT teams to assess, select, and implement technology solutions that support wealth management operations and client service delivery.
Client Experience Improvement. Gathering feedback from clients through surveys, focus groups, and other means to identify areas for improvement in the client experience.