What we do

What do we do?

Meridian West helps financial institutions and professional firms to better understand the needs of their clients, target growth opportunities, and create sustainable and profitable relationships.

We develop world-leading thought leadership campaigns, actionable market strategies, enlightening client feedback programmes and fit-for-the-future professionals through coaching and training.

We also create our own extensive research projects and innovative tools to help address the changing dynamics of the client-adviser relationships. Our clients have access to our unique benchmarking information and reports, to help them get the best out of their strategies.

What are the key issues our clients face?

Barriers to better client service

  • Stagnant organisational structure and mindset
  • Traditional training and qualifications that focus on technical skills, not client service skills
  • Obsession with chargeable hours acts as a disincentive to invest in long-term client development
  • Unsophisticated and inconsistent client feedback programmes, with limited use of technology portals, little integration of financial and client feedback data, and an insufficient focus on driving change

Barriers to higher profitability

  • Poor scoping of work leading to high write-offs
  • Inadequate use of pricing and project management tools
  • Advisers rewarded for revenue generated not profit
  • Unclear protocols on which opportunities to chase
  • Under-delegation with fee-earners rewarded for personal not team utilization
  • Going beyond scope without agreement from the client
  • Poor cross-selling – weak incentives for introducing work to peers

What sets Meridian West apart from other consulting firms?

Insight-led strategies

We have expertise in client insight, finance, strategy and skills-development. Many of our team have held senior positions at leading law, accountancy and financial firms.

Long-term relationships

Many of our clients work with us on multiple and repeat projects, developing long-term and personal relationships with our team

Pragmatic advice

Our team are straight-talking, pragmatic and deliver results that can be acted on. We have developed Commerciality Hub, our innovative online resource for professional advisers.

Global capabilities

As well as extensive UK-based projects, we have conducted research with clients of professional and financial firms in over 70 countries around the world.

What do our clients like about us?

“We valued their ability to shape, guide and manage the project highly professionally. I particularly appreciated their ability to communicate with key contacts and to suggest ideas at all stages of the process.”

“The team’s creative approach, the insight they bring to a project and their ability to challenge us are areas that really add value. Their willingness to go beyond the brief and invest time with the team took the relationship beyond that of a traditional adviser/client and towards a partnership.”