Wepoint helps financial institutions modernize their operating models and design an integrated, growth-driven, and loyalty-focused client experience by:

  • Empowering advisors with intelligent digital tools to better understand and anticipate client needs.
  • Optimizing business and pricing models to boost profitability and strengthen the relevance of their offerings.
  • Enhancing financial planning through data, automation, and a 360-degree client view.

By combining expertise, technology, and a human touch, Wepoint enables institutions to deliver a modern, high-performing, and client-centric wealth management experience, built for long-term growth and trust.

Case studies

Context and Need

As part of its operational transformation plan, the client aimed to define a strategic roadmap for its CRM and Compliance domains.

Solution

We co-designed a transformation roadmap with the business units. For each initiative, we developed an implementation plan by structuring requirements into consistent semi-annual deliverables over a three-year period.

Results

A structured and operational CRM transformation divided into four projects and 15 workstreams over three years, all under a unified governance model. Each project was delivered within the defined budget and timelines.

Context and Need

To reignite growth in its savings business, the client sought to design an innovative life insurance product.

Solution

We adopted a multidisciplinary approach, combining strategic and operational marketing, distribution and organizational design, and IT systems integration, enabling a fast time-to-market to capture a key market opportunity.

Results

A successful pilot launch in just eight months, generating value for all stakeholders (insurer, distributor, and clients) and exceeding commercial expectations. The results confirmed a strong alignment between the offer and market demand.

Context and Need

As part of an external growth strategy, the client wanted to evaluate a potential acquisition and ensure its seamless integration.

Solution

Wepoint conducted a diagnostic to assess the target’s IT systems, governance, coverage, and outsourcing, and designed an operational integration roadmap.

Results

A comprehensive diagnostic completed in two months and a PMI roadmap that validated the acquisition opportunity. Within ten weeks, an operational and IT integration model was defined, enabling the rapid realization of revenue and cost synergies.

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