Case Study: Transparent Value
Transparent Value, an investment advisory firm, hired Navatar to establish global Sales and Customer processes to support product launch.
Challenge
Transparent Value was launching a new product and new processes for Asset Management for their customers. They wanted to establish the Sales and Support capability preceding the product launch.
Solution
- Reviewed product vision and launch strategy
- Recommended and developed internal processes for sales and customer service globally
- Suggested changes to the planned organization structure
- Provided guidance on people, processes and technology
Results
- Transparent Value launched Indexing Platform (TVIP) that uses the RBP™ indexing methodology to identify under or over valued companies
Please contact us at (212) 461-2140 or sales@navatargroup.com
