Value Proposition


At KDI, we possess operations experience in establishing and maintaining a Wealth Management Advisory and Sales Platform. We are well versed in all aspects of the Client Advisory Process, as a result of extensive hands on experience in Corporate Transformative Initiatives in the United States, Europe, Singapore, Hong Kong and PRC.

Exceptionally functional and technical expertise coupled with extensive industry knowledge makes KDI your ideal partner to manage the implementation and enhancement of your Wealth Management Advice and Sales Platform.

As experts in the Wealth Management platform, KDI can be involved in every stage of creation and implementation. Our extensive skills encompass all aspects of implementation and operation, including business requirements definition, development of functional specifications for client approval, system design, and overseeing development teams customizing software to fit specific client needs. Typically, we are on-site at the Bank's locations handling vendor contact, providing functional and technical training and support, and resolving any and all troubleshooting issues that arise.