Recently Arvetica facilitated a training workshop for a client on the topic of “Visualizing Business Models and Value Propositions in Wealth Management”. The aim of the event was to train participants in applying innovative and visual methods to analyze and compare business models and offers in in wealth management. We focused on two methods:

• To design and compare value propositions: the strategy canvas tool of the blue ocean strategy concept
• To design and compare client acquisition channels: the business model concept

In order to immediately get a feel for the utility of the tools we split into break-out groups and applied the methods to different banks. Find the slides and the outcome of the training workshop below:

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