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Invesco Total CX

Enhance your business

Optimize your team’s performance in a complex and competitive environment.

Today’s financial professionals serve clients who have increasingly complex and diverse needs. In our view, this requires the ability to build a comprehensive wealth management infrastructure delivered by a diverse team of specialists.

Invesco Global Consulting

Invesco Global Consulting is the industry’s largest communication and consulting services group with a focus on financial professionals. Our team is dedicated to helping you optimize your practice, create more capacity, and better serve your clients. 

Our team supports your business by offering well-articulated, research-based strategies delivered through presentations, workshops and comprehensive coaching. 

What we offer

The four rooms of your practice
New business development

New business development

Resources designed to:

  • Help create centres of influence
  • Present your value in a client-centric manner
  • Drive net new assets
Wealth management

Wealth management

Implement a comprehensive wealth management strategy by integrating:

  • Deep discovery processes
  • Wealth management implementation tools
  • Comprehensive annual review structure
Client service

Client service

Craft an exceptional client experience by implementing:

  • Segmentation strategy
  • Service stratification model
  • Client communication structure
Practice Management

Practice management

Resources designed to:

  • Help you integrate team roles and responsibilities
  • Enhance your team’s communication and collaboration
  • Institute transformational leadership skills

How we serve

Engaging with our clients both virtually and in person through:

Customized workshops

Based on the challenges you are seeking to resolve, we can design interactive workshops that strategically align our research-based programs and consulting services to your goals.

Presentations

We identify common practice challenges and then create interactive keynotes to share our proposed solutions around those areas.

Comprehensive consulting

Our comprehensive consulting model provides select financial teams who serve high-net-worth retail and institutional clients with a group of seasoned professionals in an effort to help construct, manage, and lead high-performance practices.

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Working with the consulting team

When you're ready for a partner, not just a provider, we can connect you with our Invesco Global Consulting team to better support your business.

 

 

 

 

You may unsubscribe from these communications at any time by emailing us at inquiries@invesco.ca or by calling us at 1.800.874.6275

Working with the consulting team

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Important information

  • This material is for illustrative, informational and educational purposes. We make no guarantee that participation in any program or utilization of any of their content will result in increased business for any financial professional.

     

    This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.

     

    The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.

     

    Note: Not all products, materials or services available at all firms. Financial professionals should contact their Dealer.