Interested in working together?
Please contact us if you have any questions or want to learn more about how we can work together. You can download the PDF fact sheet and share it with your colleagues or leadership team.
A large asset management firm sought to reimagine, modernize, and digitize the end-to-end client journey. Prior attempts to revamp this process had not produced the desired results due to a lack of understanding of the current client experience, end state vision, and key dependencies. SSA & Company led a workshop to identify key pain points in the current client experience and develop a future journey map. The team also built a target operating model, conducted agile training sessions, and developed a project management structure to support execution.
In partnership with the asset management firm, SSA & Company redesigned the client journey to optimize client experience at every touchpoint and delight clients at pivotal moments. SSA & Company also built capability in the firm through agile training and oversight of 4-week sprints that delivered initial enhancements. Lastly, the target operating model provided the foundation for organizational alignment and support of defined “Moments that Matter”.