Polytank

Case Study: POLYTANK – trusted by industry leaders across various sectors and regions

Q. How to reverse a falling market share for this one-time monopolist in manufacturing and supplying Roto moulded water tanks in Ghana?

Process:

We assessed the business from manufacturing to supply to distribution to highlight areas for immediate wins and for long-term market penetration. We tied manufacturing to sales rates to reduce stock holding of slow-selling products and created offers for slow-moving items to provide liquidity. Created a complete dealer agreement to leverage on the existing countrywide distribution network to ensure brand standards were raised and stock held/impressed at retailers rather than centrally with the manufacturer. Focused communications around ‘make sure it’s a Polytank’ given that Polytank is a category definer.

Outcome:

Relaunched Polytank as the premier supplier of water tanks in Ghana and re-focused the relationship between retailers and Manufacturers for the common benefit of both.

Ubora Group

Case Study: Ubora Group

Q. We are invested in a group of industrial companies and now we want to pull them into one unit with the view of building a leading black female owned industrials group. What should its brand be and what are our values?

Process:

Audit and research across all investee companies to determine the golden thread that attracted the investors initially.

Outcome:

Uniquely positioned black women owned industrial group with a strong set of values and a vision that clearly defines the impact they want to make in the market.

Amplify

Case Study: Amplify – How We Empowered INN8 Invest with the DFM Adviser Portal: A White-Label Solution of the Amplify Platform 

INN8 Invest, a leading financial services provider, sought to enhance their offerings to financial advisers and discretionary fund managers (DFMs) by creating a streamlined, efficient, and client-centric digital solution. We developed the DFM Adviser Portal—a white-label solution of the Amplify platform tailored to meet the needs of both advisers and DFMs in a competitive, digital-first landscape.

Challenge

INN8 Invest faced several hurdles in aligning their digital tools with the evolving needs of financial professionals:

  • Advisers often relied on disparate systems, making it difficult to perform portfolio analysis and engage clients effectively.
  • DFMs struggled to clearly showcase their offerings, maintain a steady flow of communication, and provide consistent support to their adviser networks.
  • These inefficiencies created barriers to delivering exceptional service, hampering productivity and client trust.

Approach

To address these challenges, we implemented a multi-faceted approach:

  • Customizing Amplify for INN8: We tailored the platform to align with INN8’s branding and specific operational requirements, ensuring a seamless white-label solution.
  • Empowering Financial Advisers:
    • Integrated tools for enhanced portfolio management, including advanced performance comparisons and data-driven investment strategies.
    • Developed features for personalized client engagement, such as discretionary fund mandate management and tailored content delivery.
    • Provided access to DFM-published literature and real-time insights, boosting adviser preparedness and confidence.
  • Enhancing DFM Capabilities:
    • Enabled DFMs to showcase model portfolio performance and deliver dynamic visualizations.
    • Streamlined the distribution of updates, expert content, and resources to the adviser network.
    • Offered scalable tools for managing and disseminating multi-format content, strengthening adviser trust and relationships.
  • Advanced Analytical Tools:
    • Portfolio Analysis Tool: Facilitated detailed performance evaluation with client-ready reports and interactive charts.
    • Retirement Income Tool: Supported advisers in simulating clients’ financial futures, promoting confidence in retirement planning.
    • Wealth Creation Tool: Provided goal-based simulations to inspire clients to achieve their financial aspirations.

Results

The DFM Adviser Portal delivered significant improvements:

  • Increased Engagement:
    • Financial advisers experienced greater efficiency with streamlined tools, improving their service delivery.
    • DFMs strengthened their visibility and trust within the adviser network.
  • Enhanced Productivity: A unified platform reduced fragmentation, enabling faster decision-making and better resource management.
  • Boosted Client Satisfaction: Clients received personalized insights and actionable plans, fostering confidence in their financial strategies.

Ready to elevate your financial services with a cutting-edge platform? Get in touch today and discover how our solutions can transform your business!