A Financial Services Consultancy
"Bank" Distribution Practice
DSG's "Bank" Distribution Practice is based on the conviction that depository institutions must offer a wide array of financial products and services to meet the increasingly complex needs of their customers - and to succeed, do so in a strong client centric manner.
The Managing Principals of DSG's Bank Distribution Practice are Bob Grieb and Heywood Sloane. They bring clients a unique perspective gained through extensive senior executive and line management experience at firms in the banking, securities and insurance industries. They have been responsible for successfully developing new distribution channels and innovative products in the financial services industry.
Since its formation, DSG's Bank Practice, has supplemented this direct, hands-on experience with a wide range of consulting, business building, and research engagements. DSG's Bank Practice brings a broad and deep understanding of the bank channel through its work with leading firms and executives across the industry. During the past two decades, DSG's Bank Practice has published the Bank Securities Journal and the Bank Securities Industry Registry, and managed the Bank Securities Association (BSA) and its successor the Bank Insurance and Securities Association (BISA).
For specific services, please see the following links:
- Services for Depository Institutions and their Broker Dealers and Insurance Agencies
- Services for Asset Managers, Insurance Companies, Brokerage Firms and other Depository Institution Partners
- Education and Training & Development for Financial Advisors, Managers and Senior Executives
Unique strengths DSG brings to clients include:
Broad Market Perspective. DSG brings an understanding of the overall structure if the financial services industry at both a global and a granular level. Our perspectives include banking, securities, asset management and insurance across retail, high net worth and institutional markets. We help clients understand the size and scope of different segments of the market available to them, as well as the operating nuances within and between segments and appropriate "best practices." We help clients organize their structure, product and distribution systems to serve their target markets more effectively and efficiently.
Technical and Marketing Knowledge. DSG understands applicable bank, trust, broker-dealer, and insurance processes and operations across a broad range of products and services. This enables us to evaluate clients' internal operations as well as potential partners or acquisition candidates. DSG helps clients develop optimal integration strategies and appropriately align products and distribution with their target markets.
Sales Expertise. DSG's extensive experience in marketing, sales and sales management can help clients build a customer focused culture at the institutional level, improve sales strategies and management in their investment or insurance programs and enhance the performance of individual advisors.