Solution: Successfully entrenched a new investment philosophy, known as Goals-based investing amongst financial consultants and simultaneously introduced a new portfolio of funds to support this philosophy, strategically accommodating forthcoming legislative changes, such as the Retail Distribution Review (RDR). In just five months 70% of the annual sales target was accomplished.

Solution: Tracked production related marketing campaigns, lead, conversion and client retention responses to lead source and linked to policy value (cost per lead and value per lead). The dashboards assessed conversion mechanisms from various distribution channels like telesales and self-service; and monitored persistence as well as collection interventions to sustain revenues.

Solution: Longitudinal study of PhD placement in corporate South Africa endorsed by the Office of the Presidency, addressing aspects of the South African National Development Plan–2030, measuring the top 500 companies with more than 1,600,000 employees, 14 public universities which was presented to President Cyril Ramaphosa, cabinet ministers, heads of universities and industry leaders.