Pricing policy

The issue: A recognized leader in Investment Fund and Institutional mandates management wanted to benchmark its prices with the market’s all-in practice. They wanted to insure that they would remain competitive while optimizing their revenues in a highly mature market. They needed to define an efficient pricing policy for their financial products and for their financial services.

What we did: Pioneers performed an environment review and analyzed major trends in the market. The market research helped understand competition's all-in prices and pricing policies. Our consultants then analyzed our customer’s existing pricing practices and developed models for revenue optimization based on the current levels of service and portfolios. Our team then formulated an adequate pricing strategy and policy to enforce the models and guided our client in selecting an effective route.

The results: Our customer was able to develop a new transparent pricing policy. The policy enabled our client to remain competitive in investment fund and portfolio management while differentiating from competition in transparency, financial services quality and level. Our client clarified his pricing practice, developed and implemented an efficient policy and rewarded its services at an optimal level.