The Challenge

A mid-sized investment management firm faced a declining market share as fintech disruptors entered their traditional wealth management space. Despite strong client relationships, they lacked a clear strategic direction to compete against digital-first competitors while maintaining their premium service model.

Why We Were Chosen

The firm’s leadership team sought an external perspective that could objectively assess their market position and develop a comprehensive strategy. They selected Zoka Consultancy for our proven expertise in financial services transformation and our reputation for developing strategies that balance innovation with operational realities.

Our Approach

We conducted comprehensive market analysis and competitive intelligence gathering, followed by strategic workshops with senior leadership. Our team developed multiple strategic scenarios, evaluated market opportunities, and created detailed implementation roadmaps. We integrated client feedback mechanisms throughout the process to ensure the strategy aligned with actual market needs.

Results Delivered

The strategic repositioning transformed the firm into a hybrid digital-personal service provider, enabling them to capture 23.4% new market share within 18 months. This repositioning led to the development of three new service lines that generated $12M in additional annual revenue while creating clear strategic priorities that aligned organizational focus and resource allocation. Most importantly, the strategy established competitive advantages that proved difficult for competitors to replicate, securing the firm’s market position for sustained growth.