Financial Services | WildFig Data

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