Fideles Advisors deploys considerable experience in both institutional and platform roll-up (consolidation / aggregation) platforms to help product providers maximize distribution volume and efficiency in alignment with the client’s priorities.

As distribution reaches back and product reaches forward seeking to occupy greater portions of the channel and capture value chain economics, we are uniquely well-positioned support our clients in defining optimal positioning, alignment, and approach in this period of change and potential dislocation.

Our advisors specialize in helping product providers adapt effective trading strategies to specific brokerage ecosystems and design supportive communication and incentive programs to ensure success as reflected in superior uptake rates in target underwriting categories as well as favorable economics.

We are adept in designing distribution strategies that identify and resolve complexities arising out of efforts to compress or reshape the distribution channel and the potential conflicts these initiatives can create.  While tech-enabled and digital distribution strategies contribute significantly to the need to ensure optimal channel alignment, the strategic imperative – shared by traditional distribution and product providers alike – to more efficiently connect end consumers to risk bearers requires a rethinking of optimal channel positioning and participation.  

We’ve been at the table for the discussions that are reshaping the trading landscape – our clients will always have the benefit of that insight and perspective.