Owner & Managing Director, Diderich Consulting LLC
Developing successfully new products and services by using the “Wealth Management Canvas”
Participants will learn the theory behind the “Wealth Management Canvas” (WMC), an extension of Osterwalder & Pigneur’s “Business Model Canvas”, for developing innovative products and services targeted towards the wealth management industry. Participants will apply the framework to a product or service of their choice and learn how the WMC ensures a holistic view, helps ask critical questions, and avoid classical pitfalls. Through the interactivity of the workshop, the focus will be on those areas that are important to the participants. At the end of the workshop, participants will have a high level view how the WMC can help them in their day-to-day work related to innovating in wealth management.