Financial Services

Deep customer understanding is your greatest asset.

Financial Services photo

Our team of data scientists and immersive behavioral experts have partnered with leading financial services organizations in banking, insurance, and investments.

Business Issues:

Below is just a sampling of the type of brand, positioning, product development, and communication projects we’ve conducted for our clients:

  • Benefits manager account management audit
  • Branch preferences assessment
  • Brokerage linkage opportunities
  • Decision process assessment
  • Innovation screening program
  • International NPS tracking
  • Market position and perceptions
  • New checking concept evaluation
  • Payroll product line assessment
  • Product/Needs assessment
  • Retirement plan needs assessment
  • Rewards redemption optimization
  • RM behaviors
  • Sales rep performance assessment
  • Voice of Market tracking

 

Target Audiences:

  • Bank agents
  • Brokers
  • C-Suite executives
  • Financial advisors
  • HR benefits managers
  • Insurance agents
  • Retail consumers
  • Small business owners
  • Treasury managers

 

Category experience includes:

  • Business banking
  • Commercial banking
  • Private banking/wealth management
  • Retail banking
  • Credit cards
  • Investments
  • Life insurance and annuities
  • Property and casualty Insurance
  • Voluntary employee benefits
  • Commercial finance
  • Commercial real estate

Our Financial Services clients include:

  • Bank of America
  • JP Morgan Chase
  • KeyBank
  • M & T Bank
  • MetLife
  • National Penn Bank
  • New York Life
  • NFCU
  • Prudential
  • SunTrust
  • The Hartford
  • Unum
  • USAA
  • Vanguard

Learn more about our experience and custom approach.

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