Case Study: a leading investment / wealth management firm accelerates digital transformation with Pacific International

Leading Investment / Wealth Management Firm - Customer Case Study

Pacific International was engaged by a leading investment and wealth management firm to support its CEO on a major digital transformation. The challenge was to pivot the business toward digital and automated solutions to improve the customer journey and grow asset-under-management, all while continuing to serve its ultra-high-net-worth client base effectively.

The solution from Pacific International involved providing advisory services, creating a detailed market map, and executing a targeted search. They delivered a fully screened shortlist of four candidates within six weeks, culminating in the successful placement of a Chief Digital Officer. This new incumbent is now leading the firm's digital and technology infrastructure and, alongside the COO, has delivered a robust new business model. Pacific International has since completed several additional search mandates for the firm.