As a Mission driven company, we would like the U of M Team to develop a recommendation and plan to bring the Company Mission and Guiding Principles “forward” as a critical component of our positioning in the market as a company and a brand in a way that balances it with the need to make Operating Income as a “for-profit” company.

Develop a predictive headcount planning model from multiple data sources that is formatted for upload into a centralized workforce planning system.

Conduct a logistical network analysis to optimize the use of physical facilitites.

Outline a brand strategy considering the impact on the business model and company structures.

Conduct a post-COVID market-assessment to identify the optimal penetration strategy.

Conduct a deep and detailed market analysis to define market positioning, including distribution strategy and organizational structure, for a large Brazilian wealth management company