Growth diagnostic
Best forBanks setting or resetting wealth strategy
Typical scopeShort assessment with a prioritised roadmap
Discuss this model →Wealth management consulting for banks
Strategy that ships.Skills that scale.Growth you can measure.
Syzygy helps banks build and grow their wealth management business by framing the advisory architecture where needed, and by combining advisory rigour, hands-on execution and AI-led skill development that reaches every member of the relationship team, not just the top performers.
The challenge
Wealth is a priority. Execution is the gap.
Most banks already know wealth management matters: fee income, deeper relationships and client retention all depend on it, and many already see positive outcomes. The difficulty is turning that intent, and those early outcomes, into consistent results across branches, segments and hundreds of relationship managers, specialists and support teams.
- Strategy exists on paper, but the frontline sells the way it always has.
- Product push dominates, so clients get transactions instead of advice.
- A few star performers drive most of the revenue while the rest of the relationship team plateaus.
- Training is a one-off event, and its impact fades within weeks.
- Sales approaches differ by region, channel and team, so client experience is inconsistent.
- Leadership sees lagging numbers but can't tell which behaviours drive them.
Closing that gap takes more than advice or training alone. It takes a partner who works across all three.
Our model
Advise. Enable. Execute. Measure.
Syzygy brings together three things banks usually buy separately: strategic advice, frontline capability building and in-market execution. Underneath all three sits AI-led skill development, so change reaches every member of the relationship team, not just a pilot group.
Wealth growth in revenue, AUM and client engagement
Consult
Business Consulting
- Positioning and strategy
- Growth diagnostics
- Segment propositions
- Operating model design
Sales Enablement
- Relationship team skilling
- One sales methodology
- Playbooks and rhythms
- Scorecards and coaching
Go-to-Market Execution
- Pilots and rollout
- Embedded field support
- KPIs and scorecards
- Performance dashboards
Foundation: AI-led skill development at scale
Bespoke consulting
Proven advisory frameworks for positioning and growth, adapted to your priorities and focus.
Hands-on execution
We work alongside your teams in the market to co-curate and deliver growth initiatives.
AI-led skill development at scale
Personalised, always-on learning for entire relationship teams.
IMAGE PLACEHOLDER
Team working with bank leaders
Team working with bank leaders
Why a single partner
For banks that want wealth management to become a real growth engine, Syzygy is the partner that connects strategy, people and performance to deliver the outcomes you want. Traditional consultancies often stop at recommendations, while training firms stop at the classroom.
We co-design the growth model with you, help you harmonise how your sales teams sell, and enable you to track outcomes until results show up in your revenue, assets under management and client engagement metrics.
Outcomes and partnership
Built for banks. Accountable for results.
Outcomes we drive
Fee income and AUM growth
Growth in fee income and assets under management.
Higher team productivity
A narrower gap between top and average performers across the relationship team.
Deeper client wallets
More products per client and higher wallet share.
Stronger retention
Better client retention and satisfaction.
Faster time to competence
New relationship team members become productive sooner.
Why Syzygy
Strategy and execution under one roof
No handoff gap between the people who design the plan and the people who deliver it.
Built for banking
Our team has led wealth businesses, sales forces and learning functions inside banks.
Skills at scale
AI-led learning reaches whole relationship teams, not just a pilot group.
Accountable for outcomes
We agree success measures upfront and report against them.
Practical, not theoretical
Frameworks tested on real sales floors.
Who we serve
Retail and universal banks
Building or scaling wealth management.
Private banks and wealth divisions
Seeking growth or repositioning.
Regional, cooperative and smaller banks
Launching wealth offerings.
Distribution partners
Insurance and asset management partners distributing through banks.
We work with: Heads of Wealth, Retail Banking leaders, Chief Learning Officers, and Sales Excellence and Distribution heads.
Pillar one · Consult
Business Consulting
Position to win. Plan to grow.
We help banks define where their wealth business should play, how it should win and what growth it can realistically deliver. Every recommendation comes with the operating model, metrics and ownership needed to make it real.
Typical deliverables: growth diagnostic report, segment-level value propositions, target operating model and a 12- to 36-month growth roadmap.
What we do
- Growth diagnosticsAssess performance across products, channels, segments and relationship team productivity to find where growth is being left on the table.
- Segmentation, strategy and propositionsDefine target client segments and the role of wealth within the wider bank franchise, then build differentiated propositions for emerging affluent, mass affluent, HNI and UHNI clients.
- Advisory model and product shelfShift from product-led selling to client needs-led, goal-based advice with clear service tiers, and align the product and partner shelf to match.
- Operating model and coverageA sales and service model covering relationship team coverage ratios, team structures, specialist roles, support infrastructure and channel mix.
- Business case and growth roadmapPhased targets for revenue, AUM and client acquisition, with milestones leadership can track.
A clear, board-ready growth plan that the frontline can actually execute.
Pillar two · Enable
Sales Enablement
One way of selling. Every relationship team at its best.
Strategy only works when it changes conversations with clients. We build the skills, tools and shared sales discipline that enable every relationship manager, and every support team member, to deliver the bank's advisory promise consistently and at scale.
Skilling
- Capability assessmentMap relationship team skills and knowledge against role profiles to find individual and team gaps.
- Role-based learning journeysTailored paths for relationship managers, team leaders, investment specialists and branch managers, including support for regulatory and industry certifications.
- Advisory conversations and product knowledgeDiscovery, needs analysis, goal-based planning, objection handling and portfolio reviews, with investment, insurance, lending and estate planning knowledge linked to client needs.
- Leader coachingEquip sales managers to coach weekly, not just review numbers.
Sales harmonisation
- Common methodology and playbooksA consistent client engagement process across branches, regions and channels, backed by segment and product playbooks and conversation guides.
- Sales rhythms and governancePipeline reviews, huddles and coaching cadences that make the method stick.
- Tools and collateral alignmentPlanning tools, proposal templates and CRM workflows that reinforce the same process.
- Frontline scorecard design and refinementBalanced scorecards for relationship teams that combine activity, pipeline, client, capability and business measures, and that deliver against your business priorities. We help calibrate targets, align them with incentives and coaching, and refine them each cycle.
A frontline that sells the same way, to the same standard, wherever your clients meet you.
Pillar three · Execute
Go-to-Market Execution
From plan to performance, tracked every week.
We work alongside your teams to launch, run and refine wealth initiatives in the market. Every engagement is anchored to agreed outcomes, and we enable you to track leading and lagging indicators so leadership always knows what is working and why.
What we do
- Launch and rolloutPilot design, phased rollout across regions or branches, and change management.
- Campaigns and pipeline programmesTargeted client campaigns, lead generation and pipeline conversion drives.
- Embedded execution supportOur team works on the ground with sales leaders and relationship teams during rollout.
- KPIs, scorecards and dashboardsClear measures at bank, region, team and individual level, in one view that links activity to results.
- Performance reviews and course correctionRegular reviews that turn the data into specific actions and coaching.
Results you can see, explain and repeat.
Metrics we typically track
Hover or tap a measure. Leading indicators flow through to lagging results.Capability · Leading
Are our teams ready?
- Certification rates
- Skill assessment scores
- Coaching frequency
- Practice frequency and quality
Activity · Leading
Are teams doing the right things with clients?
- Client meetings
- Portfolio reviews
- Financial plans completed
Pipeline · Leading
Is effort turning into opportunities?
- Opportunities created
- Conversion rate
- Cycle time
Business · Lagging
Is it showing up in the numbers?
- Net new money
- AUM growth
- Fee income
- Products per client
- Client growth and up-tiering in target segments
Client · Lagging
Are clients staying and deepening the relationship?
- Retention
- Wallet share
- Satisfaction or NPS
Foundation · AI-led skill development at scale
Personalised coaching across the whole relationship team, not just the top 10%.
Classroom training reaches people once. Our AI-led learning platform keeps building skills day after day and week after week. It adapts to each individual and gives managers a live view of capability across the team, as well as the effort each team member is investing.
AI role-play simulations
Relationship teams practise client conversations with lifelike virtual client personas, from first new-to-bank conversations to difficult portfolio and market discussions, and get instant feedback.
Adaptive learning paths
Content adjusts to each individual's assessed gaps, role and performance data.
Conversation and call analytics
Feedback on structure, questioning, needs discovery and suitability language, subject to client consent and bank policy.
Micro-learning in the flow of work
Short modules, nudges and refreshers available on demand, including on mobile before client meetings.
Skill-to-performance insights
Link skill scores with sales outcomes to show which capabilities move results.
Multilingual delivery
Content and simulations in the languages your frontline uses with clients.
Reaches thousands of relationship team members consistently, across every branch and region.
Cuts the time from training to confident client conversations with real, tangible results.
Gives managers data to coach on, not guesswork.
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Platform view: role-play simulation and manager dashboard
Platform view: role-play simulation and manager dashboard
Our approach to data: We work within your bank's own data, privacy and compliance policies, and agree with you upfront what information the platform uses and how it is handled.
How we engage
A clear path from diagnosis to sustained results.
Hover or tap a stage to see what happens.
01
Diagnose
Assess the wealth business, the sales model and frontline capability. Agree the outcomes that define success.
02
Design
Build the growth strategy, advisory model, sales methodology and learning journeys.
03
Enable
Roll out skilling and sales harmonisation, blending workshops, field coaching and the AI learning platform.
04
Execute
Launch in the market with embedded support, starting with pilots and scaling what works.
05
Measure and sustain
Track KPIs, review performance and hand over the tools and routines your teams need to keep improving.
Engagement models
Hover or tap a model to see its typical scope.
+ See scope
Integrated transformation
Best forBanks ready to change strategy, sales and execution together
Typical scopeAll three pillars, multi-phase programme
Discuss this model →Targeted programme
Best forA specific need, such as a relationship team academy or a product launch
Typical scopeOne pillar, defined outcome
Discuss this model →Platform subscription
Best forOngoing skill development at scale
Typical scopeAI learning platform with content and analytics
Discuss this model →Get in touch
Ready to turn wealth strategy into frontline results?
Let's start with a conversation about where your growth is today and where it could be.
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- Office
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