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Establishing Lasting Customer Experience Strategies

Establishing Lasting Customer Experience Strategies

Read BridgePoint’s latest paper on building lasting customer experience strategies.

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About BridgePoint Group

Delivering Vision and Value to the Financial Services Industry

BridgePoint Group is a management consulting firm focused exclusively on the challenges facing financial institutions. Because our associates have extensive line management experience, we bring unique capabilities, both in the depth and type of experience we lend.

At BridgePoint, we have an unwavering commitment to our clients’ success and are dedicated to delivering objective and practical solutions.

We invite you to learn more about how we can help you.

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Current Engagements

The BridgePoint Difference

· Redesigning the compliance process and quantifying staffing needs for a leading Retirement Provider

· Enhancing plan sponsor experience by improving the accuracy of information provided on common requests for a  leading Retirement Provider

· Developing a new market entrance strategy for a large Financial Services firm

· Enhancing the participant enrollment experience for a small market Retirement Provider

· Helping a Financial Services firm evaluate their strategic business options

· Assessing the implications of the DOL fiduciary rule for a Retirement Recordkeeper’s service model

· Supporting a new product rollout for an Asset Manager

· Assisting a Financial Services firm with their market positioning

· Supporting a large Insurance company with their DOL implementation

· Performing a revenue audit for an Institutional Retirement Recordkeeper

· Carrying out a product gap analysis for a large Insurance Firm

The industry is continuously evolving, and firms need dynamic strategies to succeed.

—Jody Meth, Practice Director

Competing to win requires confidence. BridgePoint's practical expertise enables financial services organizations to deliver successful business outcomes.

—Barbara March, CEO