PRACTICE AREAS
Wealth Management
Wealth managers are essential in reaching financial goals for many people. However, there are a considerable challenges these financial institutions face, such as increased competition and the presence of new investment products & technologies. TKG provides wealth managers the guidance they need in order to continue being competitive and to face challenges. Our areas of expertise consist of:
-Fiduciary guidance
-Technology & Infrastructure
-Marketing plans to boost brand recognition
-Establishing sales model to create a wider market presence
-Analyzing inefficiencies in operations & office systems
-Compliance
-Distribution Management (direct response, internet,
Sales Force, affinity markets, & worksite)
Insurance
Insurers today face continuous challenges such as rapid technological change and regulatory & risk management concerns. The Kroll Group provides insurers & reinsurers with concrete solutions to enhance competitiveness and remain profitable in the near- and long-term. We also assist management to develop and achieve their growth objectives. Our areas of expertise consist of:
-Lead generation
-Market expansion
-Uncovering emerging opportunites
-Strategic planning
-Profitability optimization
-Marketing and establishing sales channel
-Improve processing by eliminating inefficiencies
-Reducing exposures
Retirement Plan
TKG also has experience in retirement plan services. Retirement plan practices likewise face many challenges such as technological change, investment monitoring, and regulatory concerns. The Kroll Group provide these institutions with detailed strategies to grow and face their challenges. Our areas of expertise consist of:
-Fiduciary guidance
-Working with record keepers in choosing the appropriate technologies
-Selecting vendors to improve infrastructures
FinTech
Our areas of expertise in FinTech consist of:
-Product design
-Pricing
-Acquisition tactic
-User Interface
-Information architecture
-Underwriting
-Customer experience
-Pricing
-Acquisition tactic
-User Interface
-Information architecture
-Underwriting
-Customer experience
Promotional Services (Life Cycle)
TKG provides marketing and promotional planning for all key aspects of the customer life cycle:
-Product Launch
-Acquisition
-Trial
-Usage Stimulation
-Loyalty Marketing
-Cross Sells/Up Sells
-Referral Programs
-Reactivation
-Retention
-Re-capture
-Product Launch
-Acquisition
-Trial
-Usage Stimulation
-Loyalty Marketing
-Cross Sells/Up Sells
-Referral Programs
-Reactivation
-Retention
-Re-capture
Executional Services
TKG also has extensive experience in providing all levels of executional services related to the design and launch of marketing and promotional programs:
-Profitability Analysis - Includes financial modeling, business proposition development and program economics
-Development and Execution of New Product Constructs - Specification development, interdepartmental coordination, vendor management, packaging and testing
-Communication Services - Communications plan development, testing media analysis and executional services; including MIS integration with letter shop, structuring CPM, CPC, CPA, real estate buys, e-mail, search engine marketing and keyword campaigns
-Negotiation Services - Identification of program partners and/or merchandise, partner proposal, price/participation negotiation, development of terms and conditions, contract development and delivery
-Program Administration - Services required to ensure the smooth planning, implementation and ongoing operation of marketing plans and promotions
-Reward Fulfillment/Redemption Services - System design, result tracking, reward notification, selection processing and reward fulfillment.
-Research - Development of discussion guides, questionnaires and coordination of product research
-Promotional Services - Structure design, game design/premium selection, administration, regulatory filings, judging, prize notification, and fulfillment