Marketing & Sales

We help senior executives decide on sales and marketing initiatives by providing a deeper understanding of their clients, and the strategies to build closer and more profitable relationships with them.

 

Areas for which we provide advice comprise the following:

  • Event Management, e.g. within the industry sectors of Wealth Management, Private Banking
  • Client acquisition and retention
  • Sales Management for fund distribution
  • Client profitability

For further topics, please contact our Managing Partners.

Our Services

Selected Clients

For references, please contact our Managing Partners.

Key Contacts

Laura Diaz

Consultant


Anvalad AG ⎜Seedammstrasse 38808 PfäffikonCH

Phone +41 55 417 47 57