Financial Services

Faced with increased competition from old and new competitors, especially in the digital realm, a multi-billion dollar financial services firm was looking for insights to fuel future growth and tune its broader strategic direction. The objective was simple: drive more profitable growth.

Our team developed a series of analyses to develop:

• Quantitative consumer personas and segments to inform both retail and commercial sales strategies
• A recommended approach for product and service optimization
• A benchmark for performance across all lines of business using historical data
• Recommendations for growth markets inside and outside of the current portfolio
• More tightly tuned future marketing communications efforts based on spatial analysis and previous consumer behavior