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“We admittedly had got a little bit caught in a trap of doing things how we’d always done things and not really seeing ways we could improve. (Melo) helped us challenge that. They brought in their wider knowledge from the industry, from other firms and showed us what could be done differently. We not only looked at processes and workflows, but we actually looked at the entire client journey to enable us to give a better service to our clients.”
“It’s allowed us to really dive deeper with our clients. Where we’ve stopped before is what Melo has allowed us to interrogate further and have more meaningful client discussions that’s allowed us to give far better advice”
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Looking for insights that make a real difference? Visit the Wisdom Vault to access all our articles.
Visit our Wisdom Vault Listen to our Podcast09 April 2026
What Does a Sell-Side Broker Actually Do?
The term broker is widely used in professional services, yet it is often misunderstood. …
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24 March 2026
Digital event replay: Working with the end in mind
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23 March 2026
LinkedIn Live | Exit ready: The big picture
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Building a Team That Can Decide
There is a quiet tension in many growing firms. You want…
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