I set up my own company so I can consult primarily to the Financial Services Industry around two gaps I see in the market:
1. Technology and Sales
I help businesses to set up and implement CRM systems (Salesforce, Sugar and Zoho). My clients find it useful to have these systems set up for sales people by sales people. I provide management consulting around sales process, account plans, campaign management, strategy and management reporting as part of the service. I have built macros and CRM interfaces for a wide range of data including platform reports and external database interfaces.
2. Portfolio Management and Sales
I help clients to develop technical due diligence and sales material. In the past an investment specialist would filled this gap but increasingly funds no longer people on staff with both the technical investment expertise and marketing experience. I have also worked on research projects, ratings questionnaires and white papers for clients where they have become time critical or need a fresh view of what they have done in the past. I have done workshops, presentations and associated sales material to a couple of groups to bridge the gap between the portfolio management team and the advice proposition. Since February last year I have had 20 different clients on 28 difference projects which has given me a wide exposure to the industry which I have found valuable knowledge to add to my 26 years of experience.