Knowledge. Insight. Experience.
We work with our financial services clients on a range of products, helping define target markets through segmentation and research, identifying key messages, developing impactful print and electronic materials and more.
Customer Experience Marketing isn’t just a catch phrase for us. We go the extra mile, having traveled extensively, interviewing hundreds of financial institutions and their customers, to appreciate their needs. Our insights extend from underserved consumers through those with high-end portfolios.
Our longevity in the market has taught us the importance of keeping abreast of emerging industry trends, whether technological or from a consumer point of view. We understand the needs of a range of consumers from small business owners and millennials to people on fixed incomes and the underserved.
Through the years, we have helped our clients:
- Define target markets through segmentation and research
- Identify key messages
- Build multi-channel marketing and communications plans
- Develop impactful print and electronic materials for both education and sales
- Train customer service and sales staff to ensure quality and success
- Re-engineer product delivery processes to streamline product-to-customer efforts
- Improve customer experience through first-hand “purchasing” experiences – mystery shops
- Analyze product offerings and marketing campaigns