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Our Approach

Giving decision-makers thorough analysis, market knowledge, and strategic decision-making.

What parts are working, and which are not?

At SGA, we aim to answer this question and provide innovative solutions to promote long-term growth. We transform the sales process, resulting in best-in-class service offerings for the client, revenue growth, and managed expenses. At the same time, we refocus management on only key revenue and expense metrics.

Step by step solutions

To find new ways to optimize your firm and your profitability, SGA takes a multi-faceted approach:

  • Collection of revenue and expense journals

  • Bottom-up analysis of your operations, service teams, and sales process (getting to know the engine room)

  • Using your existing technology to gather data and build out an aggregated single source of data

  • Defining your end state model

  • Putting in place simple tools, processes and people that manage and grow your profitability for the long term

  • Implementing dynamic technology and appropriate software 

Benefits

  1. Single source of the drivers of revenue, expense, and profitability (no dueling reporting)

  2. Near real-time evaluation of new, incremental, and client repricing situations with clear guidelines for sales and relationship managers

  3. KPIs (really unit costs) that mirror the most important drivers of your business

  4. Management reporting developed from the most granular level, simply and effectively

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