Wealth Management agency best practices

Service provided

On selection of this option, a Wevalgo expert consultant will provide his own assessment, based on the same questionnaire. He will proceed to the following analysis and activities:

• Read the answers of the key participants (people whom the service manager invited) – up to 5 by expertise
• Send the service manager a list of documents to be collected and sent to him by the service manager
• Contact the service manager and review with him:
  • the context of the assessment
  • the list of participants to identify the ones to interview
  • review the list of documents to provide
• Read the documents received when all documents requested are received or declared as non-existing
• Interview up to three of the key participants by web-conference
• Fill in the questionnaire with his ‘Expert profile’, so that his answers are clearly visible in the results reports and be comparable to the participants answers

All contacts will be done remotely (emails, web-conference, phone…).

To activate the expertise, the service manager will just have to click the ‘Activate expertise’ button that will appear in the questionnaire detailed status dashboard when all participant answers are completed. Wevalgo will receive a notification and the expert will contact the service manager within two work days.

Number of expertise

The standard option is to provide an expertise, on one scope evaluated. There is one scope when all the participants invited answer the questionnaire on the same scope (function, geographical location…). However, when your assessment cover several scopes, for example if you invite participants from different areas of the organisation and you ask them to assess their own area with the questionnaire (and not an area ‘common’ to all participants), then you may want several expertise. Since they are different scopes, there will be an expert assessment (with all activities described above) for each of these scopes in the limit of the number of expert assessment chosen.

About the documents and key participants to interview

• The documents to be collected are about the scope of the assessment and will show to the expert evidences of the level of maturity of some practices evaluated in the questionnaire.
• Documents may include process descriptions, actual and recent management dashboards with KPIs, meeting minutes, photos of visual management, job descriptions, personal objectives, training plans…
• Absence of some documents will be considered as not existing, and will give indications of the level of maturity; therefore it is important to receive all documents requested and existing
• The participants identified to be interviewed are the ones that are supposed to be the most knowledgeable of the areas assessed. They will have to be informed by the service manager that they will have to be made available for the expert, for up to three hours, and answer to all his questions without restrictions
• When participants can’t provide some information about a practice, this will be considered as if the level of performance related to the information isn’t achieved

Confidentiality of the information

Wevalgo experts will not disclose any information that will be received through the documents or the interviews to any third parties. For further details, please read our Terms and conditions.