Scorpio and McLagan

A change is coming in global wealth management. In the future, business models will be driven by customer needs, not by accounts or products. And, the world’s wealthy are starting to want more from those that manage their money.

The challenge for all of us is to align end-to-end business models with client needs. We must listen carefully and ask the right questions. What we have has to inform everything from understanding how referrals drive new business to ensuring that advisors are compensated according to the satisfaction of their clients.

Together, McLagan and Scorpio Partnership use their market leading performance and customer insight databases to build propositions that respond to the evolving challenges of a modern wealth manager. We focus on assessing the impact of client experience on a range of wealth manager key performance indicators at both a market and advisor level. We help you to connect the dots between customers, advisors and business results.

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About McLagan:

Helps clients make better decisions by applying market pay and performance information to their business problems. The goal is to provide a complete and accurate set of data coupled with insights to help management interpret market trends and apply them to improve business results.