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case Study

Industry Education – AGM

We educated global industries on the shift towards digital AGMs, to drive visibility of an AGM platform solution of a business expansion specialist.

Client Description

Business Expansion Specialist in Asia

Our client is a HK-based business expansion specialist, founded through acquisitions of accounting, secretarial, share registration, and related professional firms. The client provides expertise in business, corporate, investor, HR, corporate trust & debt, and strategic advisory services to over 50,000 firms.

Problem Statement

The client wished to raise awareness of and monetise a hybrid AGM solution developed in light of the Coronavirus pandemic.

Project Approach

Market Review

We evaluated changes in AGM practice due to social distancing rules, in major markets and in client’s target markets.

Wallet Opportunity

We forecasted the wallet opportunity for digital AGM (hybrid and virtual) services, and a realistic target for the client.

Thought Leadership

We produced and published a thought leadership report, A Turn of E-Vents, to drive client visibility within the industry.

Key Achievements

Opportunity Validation

Evaluation of global AGM digital transformation trends to determine business opportunity.

Business Case

Estimation of total wallet size and realistic revenue ticket for the client.

Industry Awareness

Strong visibility of client’s solution offering via press coverage and ongoing conferences / webinars.

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Strategy Development

Strategic Due Diligence

Employee Upskilling

Business Transformation Strategy

Industry Review

Industry Talent Review


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