The fundamental basis of above-average performance in the long run is sustainable competitive advantage.
– Warren Buffet
Acvantage is a management consulting and research business that specialises in wealth management. It operates in Switzerland and abroad.
Established wealth management firms are facing increasing challenges, and digital transformation is now required to avoid rampant disruption. But operational optimisation alone cannot deliver long-term competitive advantage. Transformation needs to go deeper, to the very roots of business value creation.
Acvantage focuses on strategy and business model innovation, with a particular emphasis on customer value generation, front-end optimisation and business profitability through new technologies and fintech solutions.
It is positioned in a niche as a bridge between the established wealth management players and the new financial technology players.
Acvantage works with both wealth management incumbents, such as private banks and asset management companies, and fintech players to create innovative synergies between the two worlds.
Acvantage‘s areas of intervention are typically:
- For financial institutions: Value proposition, customer experience, front office, sales, revenue generation, products and services, or portfolio management.
- For fintech / wealthtech companies: Strategy, B2B strategic partnerships, venture development, or funding.
Depending on the specific needs of each client, Acvantage works with solutions derived from the most advanced or disruptive technologies and approaches used in digital finance, including:
- AI.
- Machine learning.
- Big Data.
- Robotics.
- Blockchain.
The current market provides regular examples of wealth management players using emerging technologies to rethink their approach to value creation.
These developments illustrate the many opportunities for business model innovation as a key driver for a coherent, effective, but also necessary digital transformation strategy to avoid disruption in the long run and remain competitive.
For further information or to discuss a project, please contact us.