Investor Presentaiton
TWS INITIATIVES
IMPROVED CLIENT ENGAGEMENT AND BUSINESS DEVELOPMENT
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Investment in targeted business development through strategic partners (legal industry, planners, HNW advisors)
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Increasing focus on non-wealth transition market segments
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Expand the services provided to each client
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Commitment to philanthropic sector through launch of third Giving Review
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Enhanced communication and engagement programs to suit a changed environment as a result of COVID
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Increase investment in technology to focus on excellent client service and engagement
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Increasing segmentation of client base to enhance service levels for HNW clients
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Re-engineering operational processes to improve service, reduce risk and provide operational leverage
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