
projects delivered
5

AuM in scope
100
bn

revenue uptick achieved
+
50
m

business savvy since
2022
Feedback
«The team has rich experience and deeply understands the value drivers in wealth management. They bring tangible insights to the table, are decision-oriented and ready to foster revenues. Backed by smart analytics, they go after unexploited sales opportunities, weakly priced products & solutions, or disparate cost-to-serve client management situations.»
«I have been collaborating with savvy multiple times. They are an excellent partner for tariff & price list redesigns, for compelling sales management cockpits, and provide hands-on support with analytical deep dives.»
«savvy's professionals have profound consulting expertise, in-depth wealth management know-how, and a proven track record in revenue management, pricing, and other relevant areas to grow the business.»

Pascal Echser
Business Development in WM
«Their conceptual slides impress with highly relevant content and lot of insights from first-hand experience. Vega sales & revenue cockpit is a pioneering solution for data-driven business development.»