“Our revenue generation relies heavily on a small group of relationship managers, limiting our growth potential.”

“We struggle to differentiate our offerings and often compete on fees rather than demonstrating the unique value of our financial products and services.”

“Our success depends too much on individual talent rather than having a scalable, data-driven approach to client acquisition and retention.”

“We’re primarily selling individual financial products instead of comprehensive, tailored financial solutions that address our clients’ long-term needs.”

“The lack of a standardised sales process across our organisation hinders collaboration and makes it difficult to consistently win new business.”

“To achieve our growth targets, we need to attract larger institutional clients and high-net-worth individuals, but we’re unsure how to effectively target and engage these segments.”

“Rising customer acquisition costs in digital channels are making it unsustainable to rely solely on inbound leads. We need strategies to proactively engage prospects and generate demand.”

“We’re not fully capitalising on cross-selling opportunities within our existing client base, missing out on significant revenue potential.”

“Our revenue stream is inconsistent, fluctuating between periods of high activity and lulls. We need to create a more stable pipeline of opportunities to support sustainable growth.”