How can existing customer behavior
inform stronger customer relationships,
organic growth and new customers?


The challenge

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.

The WildFig solution

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