Wealth Management Canvas

Wealth Management Canvas

The Wealth Management Canvas is provides a holistic framework for designing, discussing, validating, and documenting successful wealth management solutions.

According to Innovate-d when designing new or enhancing existing wealth management solutions, you can make numerous mistakes!

• You may identify the wrong customer segments.
• You may fail to meet actual customer needs, alleviate felt pains, deliver upon sought-after gains.
• You may be unable to build a trusted relationship with the targeted customers.
• Your solution may not differentiate itself from that of your competitors in a way that would convince customers to switch to your offering.
• Your price may not be aligned with the value delivered, your solution may be too expensive, or too cheap.
• You may fail to deliver upon the promises made with your solution, not delivering the bespoke value.
• Your offering may be understood incorrectly or not at all by different customer segments.

The Wealth Management Canvas (WMC) helps overcome these, and many other obstacles. It provides a common language for designing, discussing, validating, and documenting wealth management solutions.

Checkout other business canvases in our Canvas Database