Market Analysis & Segmentation -

• Conducting detailed market research to identify target segments.

• Analyzing competitive landscape and market trends - including services & products - to inform distribution strategies.

Channel Strategy Development -

• Designing multi-channel distribution strategies, including wholesale, point-of-sale, retail and realistic digital channels.

Sales & Distribution Optimization - 

•  Implementing strategies to improve sales force effectiveness.

• Developing training programs for sales teams to enhance product knowledge and sales techniques.

Customer Experience Enhancement -

• Creating strategies to improve customer engagement and satisfaction across distribution channels.

• Leveraging technology to provide personalized customer experiences.

Performance Measurements & Analytics -

• Establishing key performance indicators (KPIs) to measure the effectiveness of distribution strategies.

• Utilizing advanced analytics to gain insights and drive continuous improvement.

Strategic Partnerships & Platforms –

• Screening wealthtech and insuretech platforms for long-term market positioning success.

• Identifying and establishing partnerships with key stakeholders to expand distribution networks.

• Managing relationships with partners to ensure alignment with strategic goals.