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Advisory helps clients address issues and capture opportunities based on deep market and customer insights.

 


About Advisory

Using our tailored research, insights and forecasting capability, we not only identify issues. By also understanding what causes them, we turn this into strategic opportunity – and advantage.

We believe businesses that can best understand and respond to the dynamism of their customers’ needs will flourish. Our service gives our clients the tools to put their clients at the heart of what they do.

Leveraging a substantial network of industry and functional experts who can respond to each individual project or brief, we support the development of products, services and operations for some of the world’s biggest financial institutions.

 


 What we can offer

 

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Horizon Scanning

Insurers are facing a period of unprecedented change as new players – from both inside and outside the sector – emerge, and consumer behaviours and expectations rapidly evolve. 

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Growth Strategy

In an environment where margins are under renewed pressure, and the competitive landscape increasingly crowded as a result of emerging players, both large and small, achieving sustainable growth is a growing challenge. 

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Customer Engagement & Retention

The key to driving profitable growth is holding on to your customers. Retention rates vary driven in part by price but customer engagement has an increasingly significant role to play.

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Performance Benchmarking

Competitive advantage is not easy to achieve. Nor is the market operating in a vacuum. Whether its pricing strategy, conversion optimisation or claims delivery, all performance is relative. 

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 Our industry focus

 

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Insurance

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Payments and FX

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Retail and business banking

 


Advisory team

 

Rajeev Aggarwal

Managing Director, Advisory

Rajeev joined Consumer Intelligence in December 2017 to help lead the next phase of the businesses’ growth. He brings a wealth of experience, having successfully delivered transformational performance improvement for financial services players on a global basis, from strategy to implementation.

He is currently advising CI clients on future trends impacting the insurance industry, how to increase market share, and how to boost customer retention.

Prior to joining the business, Rajeev spent 18 years in strategy consulting with PwC and Booz & Co., where he advised many of the leading global banks and insurers.

Get in touch with Rajeev.

Leigh Calton

Senior Consultant

Leigh is an experienced insurance industry marketer and strategist, specialising in future-proofing organisations by providing strategic and operational frameworks for dynamic and sustainable growth.  He has worked across life and pensions, private healthcare and general insurance, holding senior roles in digital strategy, customer segmentation, marketing, data analytics, research and proposition development.

Leigh is a frequent speaker at leading business conferences on topics including artificial intelligence and the role of insurance companies in the smart home and has previously worked for blue chip companies including Denplan, Friends Provident, AXA PPP healthcare and Ageas. He joined Consumer Intelligence in February 2018.

Phil Cornthwaite

Senior Consultant

Phil is a solution designer and project delivery manager with almost two decade’s experience leading international financial services teams, specialising in sales and CRM.

He has delivered both customer-facing propositions and back-end programmes, including managing legacy platform migrations, and is highly accustomed to working in regulated environments, delivering projects with an incremental and iterative approach utilising Scrum methodology.

His former employers include HSBC, where he spent almost 15 years in various roles including the Retail banking and Wealth Management arm, and most recently Traction on Demand, North America’s largest dedicated Salesforce.com implementation partner.

 


Learn how Advisory can help you

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