Case Studies

Strategic intelligence straight from our analytics desk

Explore insights straight from GSI’s Analytics and Change Group in Manila—where data meets strategy to shape smarter decisions. From white papers to original research, this team dives deep into the trends, challenges, and opportunities that matter most to financial advice businesses.

Analytics & Change Group

At the heart of our strategic engine is GSI’s Analytics and Change Group (ACG),
a powerhouse team of top-tier analysts, change leaders, and business managers.

They turn data into direction, driving smarter decisions and meaningful transformation across every client partnership.

  • Gel Nolasco

    GSI President & CEO
    With decades of experience spanning different business areas, Gel drives business improvement initiatives that deliver lasting impact and sustainable growth.

  • Joyce Bautista

    Business Process Excellence Manager
    A CPA by profession, Joyce specialises in process improvement, operational efficiency, and organisational change, helping businesses achieve measurable performance and transformation.

  • Mark Del Moro

    Process Improvement Business Analyst
    An accomplished Industrial Engineer with a decade of hands-on experience, Mark is dedicated to resource optimisation and process improvement.

  • Arbie Bernante

    Business Manager
    Arbie brings expertise in business analytics, financial management, and continuous improvement, with a focus on fostering business expansion, sustainable growth, and strong client relationships.

  • Mary Jean Bautista

    Brand and Growth Lead
    With 13 years of experience in marketing, branding, and growth strategy, Mary Jean drives impactful initiatives that strengthen brand presence and accelerate business development.

Reports Coming Out This Quarter

Benchmarking Operational Costs

How much am I spending?

To better understand the cost pressures facing New Zealand’s financial advice sector, our team conducted a benchmarking study focused on operational expenses across small and medium-sized providers.

The findings reveal key trends, inefficiencies, and opportunities for smarter resourcing in a rapidly evolving landscape.

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Engaging Your Customers

Your customers are changing

The financial advice landscape in New Zealand is shifting—and so are the customers. This study explores how evolving demographics, rising KiwiSaver balances, and changing consumer expectations are reshaping who seeks financial advice, how they engage, and what they value most.

For advisers, understanding these shifts isn’t optional—it’s essential for staying relevant and responsive in a dynamic market.

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Specific Outcomes: Case Studies

Optimising Smart Adviser

Optimising Smart Adviser explores the journey of transforming a high-potential advice business into a scalable, efficient, and people-first operation.

Drawing from real-world implementation, this paper unpacks the systems, talent strategies, and offshore partnerships that helped Smart Adviser reduce administrative burden, enhance client engagement, and prepare for sustainable growth. It’s not just a case study—it’s a blueprint for advice businesses ready to evolve.

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Future Proofing The Insurance Place

Future Proofing the Insurance Place explores how advice businesses can stay ahead in a sector defined by disruption, rising expectations, and shifting customer needs.

Revolving around partnerships and empowering offshore teams, this paper unpacks the strategies that help insurance providers adapt, evolve, and lead—without losing sight of what makes their service personal and trusted.

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Let’s build something together

We’re not here to be just another service provider—and we’re certainly not looking to be trapped in a transactional arrangement. At A-Perform, we believe in true partnership: working side by side with financial advisers to co-create solutions that elevate performance, reduce burden, and unlock growth. If that sounds like your kind of collaboration, we’d love to hear from you.