Financial Services Industry Research
We run a number of industry research programmes including:
- Premium Comparison: Life, Trauma, TPD, and Income Protection database
- Premium Comparison: Medical pricing database
- Commission Terms Comparison: terms, comparison spreadsheet, and dashboard
- Industry Quarterly News
For more information on these please refer to our research page.
Compliance Implementation Planning
We maintain a detailed schedule of legal and regulatory change and stay across all aspects of implementation but with a particular focus on the implementation in intermediary-based distribution businesses, such as life insurers, general insurers, and fund managers. We maintain reference standards for many key product lines such as KiwiSaver, Life Insurance, and General Insurance.
Marketing strategy, research and planning
Product reviews, feasibility studies, and market test for a range of products, online services, and distribution companies. Recent product development projects include: tax effective funds, portfolio management platforms, integrated insurance products, direct to consumer products, term life insurance, medical insurance and disability insurance.
Financial Journalism and Financial Copy Writing
Regular features for Goodreturns and Asset Magazine. Our team provides detailed assistance with policy document structure, drafting, and technical documents and marketing material information architecture. We also provide advertising copy, profiles, and web copy development services to several major corporates, as well as media strategies (on the stakeholder relationship management model), media monitoring, announcement management, investor relations.
Financial Sales Training
Development of customised sales training programmes, supported with one on one coaching. We specialise in small working groups aiming to develop new skill sets unique to each organisation's culture, product set, and communication requirements.
Distribution, Strategy, Planning, and Management
Strategic planning, hiring sales staff, training and development services, marketing projects, and IT requirements for distribution companies.
Online Financial Services
We have extensive experience in developing online financial services. Russell Hutchinson brought financial products online in 1999, and has assisted in the development of two major online share-trading services. He has developed a number of online services and helped other emerging online businesses to launch and grow. Opportunity identification, business case development, concept development and market testing, product concept bundling, and implementation services.
Financial Systems Analysis
Our familiarity with sales process, business analysis, and compliance requirements means we can provide effective input to groups reviewing systems and specifying new systems.