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Why Leaders Come to Assideo
Financial services growth leaders come to me when they're facing challenges like:
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Our customer acquisition costs keep climbing and retention isn't catching up.
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We're spending more on growth than ever and nothing is moving the needle.
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Every team has a different version of who the customer is.
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The board wants the next narrative and we don't have it yet.
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The strategy is sound on paper, but the team doesn't believe in it.
What I Help You Do
Customer Depth Diagnostic, 30-days
The diagnostic goes beyond a persona; it surfaces the context your customer operates in, the identity they are trying to become, and the opportunity for the company to be more than a vendor.
Customer Acquisition Sprint, 90-days
Turn customer depth into a working growth system: sharper positioning, a clearer value chain, partnership infrastructure and an acquisition funnel that attracts customers rather than chases.
Embedded Advisory
Maintain the customer truth and integrity of the growth system across strategic decision-making, quarter after quarter, and expand team capabilities.
My Approach
Most strategy consultancies work on one piece of the puzzle.
I work across the whole customer journey.
I build the customer clarity picture that your entire growth strategy flows from — not just what your customer does, but their hopes, fears and ambitions.
I follow that clarity from the top of the funnel all the way through to retention and new market expansion, finding the growth drivers hiding across the entire customer journey.
The result isn't just a strategy. It's clarity, consistency and control over the levers of your success.
Twenty years of work
Experience across leading organizations in healthcare, financial services, and innovation.
Selected Case Studies
Building growth-driving government relationships through thought leadership (APAC insurance company)
