Financial Services - Sample Studies

  • Type of Product Issues/Needs
    Methodology
    Key
    Learning
  • Type of Product Issues/Needs

    Financial Planning

    Investor Newsletter

    Methodology

    Focus Groups
    - Investors, high net worth

    Key Learning

    Identified columns and features with greatest impact, for emphasis in marketing and the evolving publication. Provided insights on strongest positioning and tagline.Identified most appealing purchase offer and incentive.

  • Type of Product Issues/Needs

    Insurance

    Customer Satisfaction

    Methodology

    In-Depth Telephone Interviews - Claims filers, insureds or care coordinators

    Key Learning

    Identified patterns of excellent and sub-standard performance. The many areas of excellence provided themes for new creative. Key shortfalls were addressed and given more emphasis in training

  • Type of Product Issues/Needs

    Retail Banking

    Competitive Positioning

    Methodology

    Focus Groups
    - Middle income account holders- 3 service areas

    Key Learning

    Identified perception of their institutions vs. the other leaders. Provided insight into the service grid – expectations and needs not currently met. Background allowed for impactful new communications approach

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